Pinnacle Financial Partners (Tennessee)’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	$12.1M	Buy	76,395 +28,162	+58%	+$4.16M	0.29%	102
2025 Q2	$6.79M	Buy	48,233 +23,576	+96%	+$2.9M	0.14%	153
2025 Q1	$2.88M	Buy	24,657 +19,586	+386%	+$2.52M	0.06%	196
2024 Q4	$638K	Sell	5,071 -242	-5%	-$29.8K	0.01%	304
2024 Q3	$554K	Buy	5,313 +707	+15%	+$71.2K	0.01%	317
2024 Q2	$448K	Buy	4,606 +293	+7%	+$27.9K	0.01%	334
2024 Q1	$406K	Buy	4,313 +952	+28%	+$83.8K	0.01%	341
2023 Q4	$313K	Buy	3,361 +600	+22%	+$48K	0.01%	358
2023 Q3	$225K	Sell	2,761 -593	-18%	-$51.5K	0.01%	369
2023 Q2	$286K	Buy	3,354 +704	+27%	+$60.2K	0.01%	344
2023 Q1	$233K	Buy	+2,650	New	+$247K	0.01%	367
2022 Q2	–	Sell	-3,090	Closed	-$270K	–	449
2022 Q1	$270K	Sell	3,090 -1,194	-28%	-$115K	0.01%	329
2021 Q4	$420K	Buy	4,284 +14	+0.3%	+$1.4K	0.01%	303
2021 Q3	$416K	Sell	4,270 -267	-6%	-$26.5K	0.01%	297
2021 Q2	$416K	Buy	4,537 +168	+4%	+$14.4K	0.02%	283
2021 Q1	$340K	Buy	4,369 +191	+5%	+$14.6K	0.02%	286
2020 Q4	$286K	Buy	+4,178	New	+$240K	0.01%	305
2017 Q3	–	Sell	-500	Closed	-$22K	–	397
2017 Q2	$22K	Buy	+500	New	+$21.6K	﹤0.01%	387