LPL Financial’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284M | Buy |
2,017,525
+87,548
| +5% | +$12.3M | 0.09% | 194 |
|
|
2025
Q1 | $225M | Buy |
1,929,977
+50,362
| +3% | +$5.88M | 0.09% | 217 |
|
|
2024
Q4 | $236M | Buy |
1,879,615
+223,536
| +13% | +$28.1M | 0.1% | 185 |
|
|
2024
Q3 | $173M | Buy |
1,656,079
+247,171
| +18% | +$25.8M | 0.08% | 226 |
|
|
2024
Q2 | $137M | Buy |
1,408,908
+192,027
| +16% | +$18.7M | 0.07% | 256 |
|
|
2024
Q1 | $115M | Buy |
1,216,881
+52,554
| +5% | +$4.95M | 0.06% | 281 |
|
|
2023
Q4 | $109M | Buy |
1,164,327
+254,847
| +28% | +$23.8M | 0.07% | 261 |
|
|
2023
Q3 | $74.3M | Buy |
909,480
+41,529
| +5% | +$3.39M | 0.05% | 320 |
|
|
2023
Q2 | $74.1M | Sell |
867,951
-1,547
| -0.2% | -$132K | 0.05% | 315 |
|
|
2023
Q1 | $76.3M | Buy |
869,498
+48,987
| +6% | +$4.3M | 0.06% | 295 |
|
|
2022
Q4 | $69.8M | Buy |
820,511
+22,250
| +3% | +$1.89M | 0.06% | 300 |
|
|
2022
Q3 | $63.1M | Buy |
798,261
+103,080
| +15% | +$8.14M | 0.06% | 290 |
|
|
2022
Q2 | $52.9M | Buy |
695,181
+45,416
| +7% | +$3.45M | 0.05% | 336 |
|
|
2022
Q1 | $56.8M | Buy |
649,765
+8,216
| +1% | +$718K | 0.05% | 334 |
|
|
2021
Q4 | $63M | Buy |
641,549
+55,533
| +9% | +$5.45M | 0.05% | 325 |
|
|
2021
Q3 | $57M | Buy |
586,016
+14,351
| +3% | +$1.4M | 0.05% | 320 |
|
|
2021
Q2 | $52.4M | Buy |
571,665
+158,775
| +38% | +$14.6M | 0.05% | 322 |
|
|
2021
Q1 | $32.1M | Buy |
412,890
+107,522
| +35% | +$8.35M | 0.04% | 390 |
|
|
2020
Q4 | $20.9M | Buy |
305,368
+45,421
| +17% | +$3.11M | 0.03% | 464 |
|
|
2020
Q3 | $12.6M | Buy |
259,947
+38,651
| +17% | +$1.87M | 0.02% | 545 |
|
|
2020
Q2 | $10.7M | Buy |
221,296
+25,332
| +13% | +$1.22M | 0.02% | 571 |
|
|
2020
Q1 | $6.66M | Buy |
195,964
+9,519
| +5% | +$324K | 0.01% | 638 |
|
|
2019
Q4 | $9.53M | Buy |
186,445
+1,555
| +0.8% | +$79.5K | 0.02% | 591 |
|
|
2019
Q3 | $7.89M | Sell |
184,890
-2,286
| -1% | -$97.5K | 0.02% | 615 |
|
|
2019
Q2 | $8.2M | Buy |
187,176
+11,953
| +7% | +$524K | 0.02% | 585 |
|
|
2019
Q1 | $7.39M | Sell |
175,223
-3,196
| -2% | -$135K | 0.02% | 609 |
|
|
2018
Q4 | $7.07M | Sell |
178,419
-38,515
| -18% | -$1.53M | 0.02% | 566 |
|
|
2018
Q3 | $10.1M | Sell |
216,934
-2,430
| -1% | -$113K | 0.02% | 486 |
|
|
2018
Q2 | $10.4M | Buy |
219,364
+4,634
| +2% | +$220K | 0.03% | 450 |
|
|
2018
Q1 | $11.6M | Buy |
214,730
+69,406
| +48% | +$3.75M | 0.03% | 412 |
|
|
2017
Q4 | $7.63M | Buy |
145,324
+25,454
| +21% | +$1.34M | 0.02% | 491 |
|
|
2017
Q3 | $5.77M | Buy |
119,870
+8,312
| +7% | +$400K | 0.02% | 548 |
|
|
2017
Q2 | $4.97M | Buy |
111,558
+85,865
| +334% | +$3.83M | 0.02% | 554 |
|
|
2017
Q1 | $1.1M | Buy |
25,693
+1,417
| +6% | +$60.5K | 0.01% | 1201 |
|
|
2016
Q4 | $1.05M | Sell |
24,276
-234
| -1% | -$10.1K | 0.01% | 1187 |
|
|
2016
Q3 | $785K | Buy |
+24,510
| New | +$785K | 0.01% | 1384 |
|
|
2016
Q2 | – | Sell |
-175,292
| Closed | -$4.27M | – | 2843 |
|
|
2016
Q1 | $4.27M | Buy |
175,292
+4,129
| +2% | +$101K | 0.01% | 798 |
|
|
2015
Q4 | $5.35M | Buy |
171,163
+81,621
| +91% | +$2.55M | 0.01% | 690 |
|
|
2015
Q3 | $2.89M | Sell |
89,542
-11,107
| -11% | -$359K | 0.02% | 679 |
|
|
2015
Q2 | $3.91M | Sell |
100,649
-1,261
| -1% | -$49K | 0.02% | 610 |
|
|
2015
Q1 | $3.67M | Sell |
101,910
-7,630
| -7% | -$274K | 0.02% | 646 |
|
|
2014
Q4 | $4.25M | Buy |
109,540
+19,953
| +22% | +$774K | 0.02% | 550 |
|
|
2014
Q3 | $3.04M | Buy |
89,587
+5,555
| +7% | +$189K | 0.02% | 656 |
|
|
2014
Q2 | $2.72M | Buy |
84,032
+28,565
| +51% | +$924K | 0.02% | 719 |
|
|
2014
Q1 | $1.73M | Buy |
55,467
+4,056
| +8% | +$126K | 0.01% | 917 |
|
|
2013
Q4 | $1.61M | Buy |
51,411
+11,436
| +29% | +$359K | 0.01% | 960 |
|
|
2013
Q3 | $1.13M | Sell |
39,975
-1,573
| -4% | -$44.3K | 0.01% | 1116 |
|
|
2013
Q2 | $1.02M | Buy |
+41,548
| New | +$1.02M | 0.01% | 1116 |
|