LPL Financial’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
Q2 | $284M | Buy |
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|
2025
Q1 | $225M | Buy |
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|
2024
Q4 | $236M | Buy |
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|
2024
Q3 | $173M | Buy |
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|
2024
Q2 | $137M | Buy |
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|
2024
Q1 | $115M | Buy |
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|
2023
Q4 | $109M | Buy |
|
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|
2023
Q3 | $74.3M | Buy |
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|
2023
Q2 | $74.1M | Sell |
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|
2023
Q1 | $76.3M | Buy |
|
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|
2022
Q4 | $69.8M | Buy |
|
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|
2022
Q3 | $63.1M | Buy |
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|
2022
Q2 | $52.9M | Buy |
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|
2022
Q1 | $56.8M | Buy |
|
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|
2021
Q4 | $63M | Buy |
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|
2021
Q3 | $57M | Buy |
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|
2021
Q2 | $52.4M | Buy |
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|
2021
Q1 | $32.1M | Buy |
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|
2020
Q4 | $20.9M | Buy |
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|
2020
Q3 | $12.6M | Buy |
|
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|
2020
Q2 | $10.7M | Buy |
|
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|
2020
Q1 | $6.66M | Buy |
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|
2019
Q4 | $9.53M | Buy |
|
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|
2019
Q3 | $7.89M | Sell |
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|
2019
Q2 | $8.2M | Buy |
|
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|
2019
Q1 | $7.39M | Sell |
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|
2018
Q4 | $7.07M | Sell |
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|
2018
Q3 | $10.1M | Sell |
|
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|
2018
Q2 | $10.4M | Buy |
|
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|
2018
Q1 | $11.6M | Buy |
|
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|
2017
Q4 | $7.63M | Buy |
|
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|
2017
Q3 | $5.77M | Buy |
|
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|
2017
Q2 | $4.97M | Buy |
|
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|
2017
Q1 | $1.1M | Buy |
|
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|
2016
Q4 | $1.04M | Sell |
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|
2016
Q3 | $785K | Buy |
|
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|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $4.27M | Buy |
|
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|
2015
Q4 | $5.35M | Buy |
|
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|
2015
Q3 | $2.89M | Sell |
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|
2015
Q2 | $3.91M | Sell |
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|
2015
Q1 | $3.67M | Sell |
|
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|
2014
Q4 | $4.25M | Buy |
|
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|
2014
Q3 | $3.04M | Buy |
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|
2014
Q2 | $2.72M | Buy |
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|
2014
Q1 | $1.73M | Buy |
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|
2013
Q4 | $1.61M | Buy |
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|
2013
Q3 | $1.13M | Sell |
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|
2013
Q2 | $1.01M | Buy |
|