Kayne Anderson Rudnick Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $949K | Buy |
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|
2025
Q2 | $634K | Buy |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $289K | Buy |
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|
2024
Q3 | $235K | Sell |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | $185K | Buy |
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|
2023
Q2 | $188K | Hold |
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|
2023
Q1 | $193K | Buy |
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|
2022
Q4 | $169K | Hold |
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|
2022
Q3 | $157K | Buy |
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|
2022
Q2 | $99K | Hold |
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|
2022
Q1 | $113K | Sell |
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|
2021
Q4 | $130K | Buy |
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|
2021
Q3 | $126K | Hold |
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|
2021
Q2 | $119K | Buy |
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|
2021
Q1 | $94K | Sell |
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|
2020
Q4 | $85K | Buy |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $3K | Buy |
|