Raymond James Financial’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317M Sell
2,247,993
-200,450
-8% -$28.2M 0.11% 169
2025
Q1
$286M Sell
2,448,443
-129,651
-5% -$15.1M 0.11% 171
2024
Q4
$324M Buy
+2,578,094
New +$324M 0.12% 146