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Raymond James & Associates’s Morgan Stanley MS Stock Holding History

Raymond James & Associates’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50,800
Closed -$135K – 3996
2022
Q4 		$135K Buy
+50,800
New +$4.33M ﹤0.01% 3567

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Raymond James & Associates's MS Position: Q3 2024 in Review

Raymond James & Associates increased its Morgan Stanley (MS) stake by 20% in Q3 2024, buying an estimated $34.6M and bringing the position to 2,077,282 shares worth $217M. The position accounts for 0.13% of the portfolio, ranked #137.

Raymond James & Associates first reported a position in MS in Q2 2013 and has held it in 46 quarters since. 1,867 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Raymond James & Associates held 2,077,282 shares of Morgan Stanley worth $217M as of Q3 2024.
  • Raymond James & Associates bought 343,234 Morgan Stanley shares in Q3 2024, an estimated $34.6M.
  • Morgan Stanley made up 0.13% of Raymond James & Associates's portfolio in Q3 2024, its #137 holding.
  • Raymond James & Associates first reported a position in Morgan Stanley in Q2 2013 and has held it in 46 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.