HighTower Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203M | Buy |
1,464,109
+70,568
| +5% | +$9.78M | 0.25% | 83 |
|
|
2025
Q1 | $160M | Sell |
1,393,541
-19,137
| -1% | -$2.2M | 0.22% | 104 |
|
|
2024
Q4 | $174M | Buy |
1,412,678
+42,106
| +3% | +$5.2M | 0.24% | 89 |
|
|
2024
Q3 | $140M | Buy |
1,370,572
+569,689
| +71% | +$58.2M | 0.2% | 112 |
|
|
2024
Q2 | $75.7M | Buy |
800,883
+113,060
| +16% | +$10.7M | 0.12% | 185 |
|
|
2024
Q1 | $64.8M | Sell |
687,823
-96,505
| -12% | -$9.1M | 0.11% | 211 |
|
|
2023
Q4 | $73.2M | Buy |
784,328
+114,623
| +17% | +$10.7M | 0.12% | 179 |
|
|
2023
Q3 | $52.7M | Sell |
669,705
-89,412
| -12% | -$7.03M | 0.1% | 216 |
|
|
2023
Q2 | $63.1M | Sell |
759,117
-127,404
| -14% | -$10.6M | 0.12% | 181 |
|
|
2023
Q1 | $76.1M | Buy |
886,521
+53,768
| +6% | +$4.61M | 0.17% | 142 |
|
|
2022
Q4 | $70.3M | Buy |
832,753
+208,736
| +33% | +$17.6M | 0.16% | 142 |
|
|
2022
Q3 | $48.8M | Buy |
624,017
+72,097
| +13% | +$5.64M | 0.13% | 173 |
|
|
2022
Q2 | $42M | Buy |
551,920
+26,723
| +5% | +$2.03M | 0.11% | 196 |
|
|
2022
Q1 | $45.5M | Buy |
525,197
+14,470
| +3% | +$1.25M | 0.1% | 208 |
|
|
2021
Q4 | $49.9M | Buy |
510,727
+51,550
| +11% | +$5.04M | 0.11% | 191 |
|
|
2021
Q3 | $44.5M | Buy |
459,177
+22,287
| +5% | +$2.16M | 0.12% | 177 |
|
|
2021
Q2 | $40.1M | Buy |
436,890
+423
| +0.1% | +$38.8K | 0.12% | 176 |
|
|
2021
Q1 | $33.8M | Buy |
436,467
+64,930
| +17% | +$5.03M | 0.11% | 189 |
|
|
2020
Q4 | $25.5M | Buy |
371,537
+156,581
| +73% | +$10.7M | 0.11% | 199 |
|
|
2020
Q3 | $10.4M | Buy |
214,956
+18,070
| +9% | +$874K | 0.05% | 337 |
|
|
2020
Q2 | $9.5M | Sell |
196,886
-139,967
| -42% | -$6.76M | 0.05% | 332 |
|
|
2020
Q1 | $11.4M | Buy |
336,853
+130,990
| +64% | +$4.44M | 0.07% | 247 |
|
|
2019
Q4 | $10.5M | Sell |
205,863
-6,159
| -3% | -$315K | 0.06% | 316 |
|
|
2019
Q3 | $9.06M | Sell |
212,022
-67,682
| -24% | -$2.89M | 0.05% | 362 |
|
|
2019
Q2 | $12.3M | Sell |
279,704
-6,962
| -2% | -$305K | 0.07% | 289 |
|
|
2019
Q1 | $12.1M | Buy |
286,666
+52,919
| +23% | +$2.23M | 0.08% | 262 |
|
|
2018
Q4 | $9.27M | Sell |
233,747
-20,895
| -8% | -$829K | 0.07% | 279 |
|
|
2018
Q3 | $11.9M | Sell |
254,642
-27,852
| -10% | -$1.3M | 0.09% | 258 |
|
|
2018
Q2 | $13.4M | Buy |
282,494
+7,341
| +3% | +$348K | 0.1% | 212 |
|
|
2018
Q1 | $14.8M | Buy |
275,153
+32,260
| +13% | +$1.74M | 0.12% | 182 |
|
|
2017
Q4 | $12.7M | Sell |
242,893
-7,786
| -3% | -$408K | 0.1% | 204 |
|
|
2017
Q3 | $12.1M | Sell |
250,679
-12,591
| -5% | -$607K | 0.1% | 206 |
|
|
2017
Q2 | $11.7M | Buy |
263,270
+39,523
| +18% | +$1.76M | 0.1% | 206 |
|
|
2017
Q1 | $9.59M | Buy |
223,747
+3,522
| +2% | +$151K | 0.09% | 229 |
|
|
2016
Q4 | $9.31M | Sell |
220,225
-614
| -0.3% | -$25.9K | 0.1% | 205 |
|
|
2016
Q3 | $7.09M | Sell |
220,839
-34,804
| -14% | -$1.12M | 0.08% | 263 |
|
|
2016
Q2 | $6.62M | Buy |
255,643
+44,937
| +21% | +$1.16M | 0.08% | 254 |
|
|
2016
Q1 | $5.31M | Buy |
210,706
+45,674
| +28% | +$1.15M | 0.02% | 335 |
|
|
2015
Q4 | $5.25M | Sell |
165,032
-23,839
| -13% | -$758K | 0.06% | 328 |
|
|
2015
Q3 | $5.95M | Buy |
188,871
+121,479
| +180% | +$3.83M | 0.08% | 275 |
|
|
2015
Q2 | $2.62M | Sell |
67,392
-6,338
| -9% | -$246K | 0.04% | 464 |
|
|
2015
Q1 | $2.63M | Buy |
73,730
+3,282
| +5% | +$117K | 0.04% | 502 |
|
|
2014
Q4 | $2.73M | Sell |
70,448
-47,550
| -40% | -$1.84M | 0.04% | 480 |
|
|
2014
Q3 | $4.06M | Sell |
117,998
-872
| -0.7% | -$30K | 0.07% | 316 |
|
|
2014
Q2 | $3.84M | Buy |
118,870
+57,932
| +95% | +$1.87M | 0.07% | 325 |
|
|
2014
Q1 | $1.9M | Sell |
60,938
-429
| -0.7% | -$13.4K | 0.04% | 529 |
|
|
2013
Q4 | $1.92M | Buy |
61,367
+19,857
| +48% | +$623K | 0.04% | 477 |
|
|
2013
Q3 | $1.12M | Sell |
41,510
-1,332
| -3% | -$35.9K | 0.03% | 582 |
|
|
2013
Q2 | $1.05M | Buy |
+42,842
| New | +$1.05M | 0.03% | 588 |
|