Kayne Anderson Rudnick Investment Management’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 | $634K | Buy |
4,499
+450
| +11% | +$63.4K | ﹤0.01% | 412 |
|
|
2025
Q1 | $473K | Buy |
4,049
+1,754
| +76% | +$205K | ﹤0.01% | 423 |
|
|
2024
Q4 | $289K | Buy |
2,295
+38
| +2% | +$4.78K | ﹤0.01% | 435 |
|
|
2024
Q3 | $235K | Sell |
2,257
-8
| -0.4% | -$834 | ﹤0.01% | 436 |
|
|
2024
Q2 | $220K | Sell |
2,265
-417
| -16% | -$40.5K | ﹤0.01% | 453 |
|
|
2024
Q1 | $253K | Hold |
2,682
| – | – | ﹤0.01% | 451 |
|
|
2023
Q4 | $250K | Buy |
2,682
+416
| +18% | +$38.8K | ﹤0.01% | 422 |
|
|
2023
Q3 | $185K | Buy |
2,266
+66
| +3% | +$5.39K | ﹤0.01% | 432 |
|
|
2023
Q2 | $188K | Hold |
2,200
| – | – | ﹤0.01% | 433 |
|
|
2023
Q1 | $193K | Buy |
2,200
+211
| +11% | +$18.5K | ﹤0.01% | 419 |
|
|
2022
Q4 | $169K | Hold |
1,989
| – | – | ﹤0.01% | 441 |
|
|
2022
Q3 | $157K | Buy |
1,989
+693
| +53% | +$54.7K | ﹤0.01% | 420 |
|
|
2022
Q2 | $99K | Hold |
1,296
| – | – | ﹤0.01% | 444 |
|
|
2022
Q1 | $113K | Sell |
1,296
-27
| -2% | -$2.35K | ﹤0.01% | 427 |
|
|
2021
Q4 | $130K | Buy |
1,323
+27
| +2% | +$2.65K | ﹤0.01% | 434 |
|
|
2021
Q3 | $126K | Hold |
1,296
| – | – | ﹤0.01% | 423 |
|
|
2021
Q2 | $119K | Buy |
1,296
+80
| +7% | +$7.35K | ﹤0.01% | 421 |
|
|
2021
Q1 | $94K | Sell |
1,216
-25
| -2% | -$1.93K | ﹤0.01% | 427 |
|
|
2020
Q4 | $85K | Buy |
1,241
+1,175
| +1,780% | +$80.5K | ﹤0.01% | 414 |
|
|
2020
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 494 |
|
|
2020
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 484 |
|
|
2020
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 539 |
|
|
2019
Q4 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 529 |
|