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Sheaff Brock Investment Advisors’s Morgan Stanley MS Stock Holding History

Sheaff Brock Investment Advisors’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
2025
Q1 		$371K Sell
3,180
-119
-4% -$15.3K 0.03% 303
2024
Q4 		$415K Sell
3,299
-4,388
-57% -$540K 0.04% 281
2024
Q3 		$801K Sell
7,687
-1,387
-15% -$140K 0.07% 196
2024
Q2 		$882K Sell
9,074
-1,112
-11% -$106K 0.08% 178
2024
Q1 		$959K Sell
10,186
-736
-7% -$64.8K 0.06% 193
2023
Q4 		$1.02M Sell
10,922
-441
-4% -$35.3K 0.08% 173
2023
Q3 		$928K Sell
11,363
-427
-4% -$37.1K 0.08% 171
2023
Q2 		$1.01M Sell
11,790
-169
-1% -$14.5K 0.08% 169
2023
Q1 		$1.05M Buy
11,959
+300
+3% +$28K 0.1% 167
2022
Q4 		$991K Sell
11,659
-88
-0.7% -$7.5K 0.1% 171
2022
Q3 		$928K Sell
11,747
-56
-0.5% -$4.72K 0.1% 161
2022
Q2 		$898K Buy
11,803
+121
+1% +$9.91K 0.08% 172
2022
Q1 		$1.02M Buy
11,682
+8,737
+297% +$843K 0.07% 181
2021
Q4 		$289K Buy
2,945
+48
+2% +$4.78K 0.02% 395
2021
Q3 		$282K Sell
2,897
-9,399
-76% -$931K 0.02% 397
2021
Q2 		$1.13M Buy
12,296
+9,718
+377% +$833K 0.08% 161
2021
Q1 		$201K Sell
2,578
-504
-16% -$38.6K 0.02% 446
2020
Q4 		$211K Sell
3,082
-4,441
-59% -$255K 0.02% 414
2020
Q3 		$364K Buy
7,523
+5
+0.1% +$252 0.03% 267
2020
Q2 		$363K Buy
+7,518
New +$316K 0.04% 268
2018
Q2 		– Sell
-21,914
Closed -$1.18M – 564
2018
Q1 		$1.18M Buy
21,914
+367
+2% +$20.3K 0.12% 121
2017
Q4 		$1.13M Sell
21,547
-34,573
-62% -$1.75M 0.15% 134
2017
Q3 		$2.7M Buy
56,120
+31,228
+125% +$1.45M 0.36% 65
2017
Q2 		$1.11M Buy
24,892
+698
+3% +$30.1K 0.15% 138
2017
Q1 		$1.04M Sell
24,194
-6,091
-20% -$270K 0.13% 141
2016
Q4 		$1.28M Buy
+30,285
New +$1.15M 0.16% 123
2016
Q1 		– Sell
-11,030
Closed -$351K – 670
2015
Q4 		$351K Buy
+11,030
New +$367K 0.04% 376

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sheaff Brock Investment Advisors's MS Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Morgan Stanley (MS) stake by 3.6% in Q1 2025, selling an estimated $15.3K and leaving 3,180 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #303.

Sheaff Brock Investment Advisors first reported a position in MS in Q4 2015 and has held it in 27 quarters since. The position peaked at $2.7M in Q3 2017. 2,099 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Sheaff Brock Investment Advisors held 3,180 shares of Morgan Stanley worth $371K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 119 Morgan Stanley shares in Q1 2025, an estimated $15.3K.
  • Morgan Stanley made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #303 holding.
  • Sheaff Brock Investment Advisors first reported a position in Morgan Stanley in Q4 2015 and has held it in 27 quarters since.
  • Sheaff Brock Investment Advisors's Morgan Stanley position peaked at $2.7M in Q3 2017.
  • 2,099 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.