Baird Financial Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.3M | Buy |
307,484
+9,827
| +3% | +$1.38M | 0.08% | 214 |
|
|
2025
Q1 | $34.7M | Buy |
297,657
+7,219
| +2% | +$842K | 0.07% | 235 |
|
|
2024
Q4 | $36.5M | Sell |
290,438
-1,727
| -0.6% | -$217K | 0.07% | 241 |
|
|
2024
Q3 | $30.5M | Buy |
292,165
+12,040
| +4% | +$1.26M | 0.06% | 270 |
|
|
2024
Q2 | $27.2M | Buy |
280,125
+48,564
| +21% | +$4.72M | 0.06% | 266 |
|
|
2024
Q1 | $21.8M | Buy |
231,561
+15,159
| +7% | +$1.43M | 0.05% | 311 |
|
|
2023
Q4 | $20.2M | Sell |
216,402
-32,768
| -13% | -$3.06M | 0.05% | 317 |
|
|
2023
Q3 | $20.3M | Buy |
249,170
+57,292
| +30% | +$4.68M | 0.06% | 283 |
|
|
2023
Q2 | $16.4M | Buy |
191,878
+2,270
| +1% | +$194K | 0.04% | 341 |
|
|
2023
Q1 | $16.6M | Buy |
189,608
+14,110
| +8% | +$1.24M | 0.04% | 333 |
|
|
2022
Q4 | $14.9M | Sell |
175,498
-49,935
| -22% | -$4.25M | 0.04% | 352 |
|
|
2022
Q3 | $17.8M | Sell |
225,433
-20,710
| -8% | -$1.64M | 0.05% | 306 |
|
|
2022
Q2 | $18.7M | Sell |
246,143
-60,494
| -20% | -$4.6M | 0.05% | 315 |
|
|
2022
Q1 | $26.8M | Buy |
306,637
+22,095
| +8% | +$1.93M | 0.07% | 263 |
|
|
2021
Q4 | $27.9M | Buy |
284,542
+162,978
| +134% | +$16M | 0.07% | 259 |
|
|
2021
Q3 | $11.8M | Buy |
121,564
+77,954
| +179% | +$7.59M | 0.03% | 388 |
|
|
2021
Q2 | $4M | Buy |
43,610
+4,168
| +11% | +$382K | 0.01% | 673 |
|
|
2021
Q1 | $3.06M | Buy |
39,442
+3,593
| +10% | +$279K | 0.01% | 727 |
|
|
2020
Q4 | $2.46M | Buy |
35,849
+5,951
| +20% | +$408K | 0.01% | 739 |
|
|
2020
Q3 | $1.45M | Sell |
29,898
-14,422
| -33% | -$697K | 0.01% | 839 |
|
|
2020
Q2 | $2.14M | Buy |
44,320
+17,308
| +64% | +$836K | 0.01% | 706 |
|
|
2020
Q1 | $919K | Sell |
27,012
-936
| -3% | -$31.8K | ﹤0.01% | 910 |
|
|
2019
Q4 | $1.43M | Sell |
27,948
-3,753
| -12% | -$192K | 0.01% | 875 |
|
|
2019
Q3 | $1.35M | Buy |
31,701
+2,425
| +8% | +$103K | 0.01% | 893 |
|
|
2019
Q2 | $1.28M | Buy |
29,276
+8,396
| +40% | +$368K | 0.01% | 911 |
|
|
2019
Q1 | $881K | Sell |
20,880
-374,128
| -95% | -$15.8M | 0.01% | 896 |
|
|
2018
Q4 | $15.7M | Buy |
395,008
+380,689
| +2,659% | +$15.1M | 0.11% | 231 |
|
|
2018
Q3 | $668K | Buy |
14,319
+2,495
| +21% | +$116K | ﹤0.01% | 962 |
|
|
2018
Q2 | $560K | Buy |
11,824
+744
| +7% | +$35.2K | ﹤0.01% | 976 |
|
|
2018
Q1 | $598K | Buy |
11,080
+1,831
| +20% | +$98.8K | ﹤0.01% | 961 |
|
|
2017
Q4 | $485K | Buy |
9,249
+381
| +4% | +$20K | ﹤0.01% | 1023 |
|
|
2017
Q3 | $427K | Sell |
8,868
-1,038
| -10% | -$50K | ﹤0.01% | 1024 |
|
|
2017
Q2 | $441K | Buy |
9,906
+1,499
| +18% | +$66.7K | ﹤0.01% | 992 |
|
|
2017
Q1 | $360K | Buy |
8,407
+2,467
| +42% | +$106K | ﹤0.01% | 1037 |
|
|
2016
Q4 | $251K | Buy |
+5,940
| New | +$251K | ﹤0.01% | 1085 |
|
|
2015
Q4 | – | Sell |
-6,391
| Closed | -$201K | – | 1257 |
|
|
2015
Q3 | $201K | Sell |
6,391
-26
| -0.4% | -$818 | ﹤0.01% | 1163 |
|
|
2015
Q2 | $249K | Buy |
+6,417
| New | +$249K | ﹤0.01% | 1170 |
|