Raymond James Financial Services Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $34.6M | Sell |
332,329
-297
| -0.1% | -$29.9K | 0.05% | 372 |
|
|
2024
Q2 | $32.3M | Sell |
332,626
-70,486
| -17% | -$6.71M | 0.05% | 371 |
|
|
2024
Q1 | $38M | Buy |
403,112
+38,400
| +11% | +$3.38M | 0.06% | 317 |
|
|
2023
Q4 | $34M | Buy |
364,712
+19,614
| +6% | +$1.57M | 0.06% | 324 |
|
|
2023
Q3 | $28.2M | Sell |
345,098
-2,822
| -0.8% | -$245K | 0.05% | 346 |
|
|
2023
Q2 | $29.7M | Buy |
347,920
+49,695
| +17% | +$4.25M | 0.05% | 339 |
|
|
2023
Q1 | $26.2M | Buy |
298,225
+52,447
| +21% | +$4.89M | 0.05% | 355 |
|
|
2022
Q4 | $20.9M | Buy |
245,778
+19,043
| +8% | +$1.62M | 0.04% | 417 |
|
|
2022
Q3 | $17.9M | Buy |
226,735
+548
| +0.2% | +$46.2K | 0.04% | 417 |
|
|
2022
Q2 | $17.2M | Sell |
226,187
-13,368
| -6% | -$1.09M | 0.04% | 442 |
|
|
2022
Q1 | $20.9M | Buy |
239,555
+5,315
| +2% | +$513K | 0.04% | 431 |
|
|
2021
Q4 | $23M | Buy |
234,240
+48,533
| +26% | +$4.83M | 0.04% | 406 |
|
|
2021
Q3 | $18.1M | Sell |
185,707
-13,709
| -7% | -$1.36M | 0.04% | 469 |
|
|
2021
Q2 | $18.3M | Buy |
199,416
+29,937
| +18% | +$2.57M | 0.04% | 464 |
|
|
2021
Q1 | $13.2M | Sell |
169,479
-5,160
| -3% | -$395K | 0.03% | 518 |
|
|
2020
Q4 | $12M | Buy |
174,639
+7,032
| +4% | +$403K | 0.03% | 500 |
|
|
2020
Q3 | $8.1M | Buy |
167,607
+9,368
| +6% | +$472K | 0.02% | 576 |
|
|
2020
Q2 | $7.64M | Buy |
+158,239
| New | +$6.65M | 0.02% | 554 |
|
|
2020
Q1 | – | Sell |
-83,139
| Closed | -$4.25M | – | 2699 |
|
|
2019
Q4 | $4.25M | Buy |
83,139
+11,696
| +16% | +$554K | 0.01% | 790 |
|
|
2019
Q3 | $3.05M | Sell |
71,443
-13,637
| -16% | -$583K | 0.01% | 895 |
|
|
2019
Q2 | $3.73M | Buy |
85,080
+8,180
| +11% | +$365K | 0.01% | 803 |
|
|
2019
Q1 | $3.25M | Sell |
76,900
-11,306
| -13% | -$476K | 0.01% | 825 |
|
|
2018
Q4 | $3.5M | Buy |
88,206
+21,173
| +32% | +$924K | 0.02% | 670 |
|
|
2018
Q3 | $3.12M | Sell |
67,033
-282
| -0.4% | -$13.8K | 0.01% | 842 |
|
|
2018
Q2 | $3.19M | Sell |
67,315
-9,836
| -13% | -$514K | 0.02% | 789 |
|
|
2018
Q1 | $4.16M | Buy |
77,151
+6,649
| +9% | +$368K | 0.02% | 629 |
|
|
2017
Q4 | $3.7M | Buy |
70,502
+18,459
| +35% | +$933K | 0.02% | 654 |
|
|
2017
Q3 | $2.51M | Buy |
52,043
+5,674
| +12% | +$263K | 0.02% | 815 |
|
|
2017
Q2 | $2.07M | Buy |
46,369
+13,000
| +39% | +$561K | 0.01% | 873 |
|
|
2017
Q1 | $1.43M | Sell |
33,369
-1,308
| -4% | -$58K | 0.01% | 981 |
|
|
2016
Q4 | $1.47M | Buy |
34,677
+5,704
| +20% | +$216K | 0.01% | 920 |
|
|
2016
Q3 | $929K | Buy |
28,973
+1,145
| +4% | +$34.2K | 0.01% | 1125 |
|
|
2016
Q2 | $723K | Sell |
27,828
-2,286
| -8% | -$59.8K | 0.01% | 1216 |
|
|
2016
Q1 | $753K | Sell |
30,114
-2,629
| -8% | -$67.1K | 0.01% | 1049 |
|
|
2015
Q4 | $1.04M | Buy |
32,743
+5,993
| +22% | +$199K | 0.01% | 906 |
|
|
2015
Q3 | $843K | Buy |
26,750
+10,484
| +64% | +$382K | 0.01% | 822 |
|
|
2015
Q2 | $631K | Buy |
+16,266
| New | +$619K | 0.05% | 422 |
|
|
2014
Q3 | – | Sell |
-10,324
| Closed | -$334K | – | 557 |
|
|
2014
Q2 | $334K | Buy |
+10,324
| New | +$318K | 0.02% | 468 |
|
|
2013
Q3 | – | Sell |
-21,473
| Closed | -$525K | – | 771 |
|
|
2013
Q2 | $525K | Buy |
+21,473
| New | +$509K | 0.02% | 841 |
|
Other funds holding MS
Raymond James Financial Services Advisors's MS Position: Q3 2024 in Review
Raymond James Financial Services Advisors reduced its Morgan Stanley (MS) stake by 0.09% in Q3 2024, selling an estimated $29.9K and leaving 332,329 shares worth $34.6M. The position accounts for 0.05% of the portfolio, ranked #372.
Raymond James Financial Services Advisors first reported a position in MS in Q2 2013 and has held it in 39 quarters since. The position peaked at $38M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MS as of Q3 2024.
- Raymond James Financial Services Advisors held 332,329 shares of Morgan Stanley worth $34.6M as of Q3 2024.
- Raymond James Financial Services Advisors sold 297 Morgan Stanley shares in Q3 2024, an estimated $29.9K.
- Morgan Stanley made up 0.05% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #372 holding.
- Raymond James Financial Services Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 39 quarters since.
- Raymond James Financial Services Advisors's Morgan Stanley position peaked at $38M in Q1 2024.
- 1,867 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.