Stifel Financial’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226M | Sell |
1,604,613
-14,608
| -0.9% | -$2.06M | 0.22% | 104 |
|
|
2025
Q1 | $189M | Buy |
1,619,221
+17,090
| +1% | +$1.99M | 0.2% | 114 |
|
|
2024
Q4 | $201M | Sell |
1,602,131
-5,792
| -0.4% | -$728K | 0.21% | 105 |
|
|
2024
Q3 | $168M | Buy |
1,607,923
+64,999
| +4% | +$6.78M | 0.18% | 132 |
|
|
2024
Q2 | $150M | Buy |
1,542,924
+17,705
| +1% | +$1.72M | 0.17% | 133 |
|
|
2024
Q1 | $144M | Buy |
1,525,219
+126,490
| +9% | +$11.9M | 0.16% | 142 |
|
|
2023
Q4 | $130M | Buy |
1,398,729
+51,366
| +4% | +$4.79M | 0.16% | 141 |
|
|
2023
Q3 | $110M | Buy |
1,347,363
+57,471
| +4% | +$4.69M | 0.15% | 147 |
|
|
2023
Q2 | $110M | Sell |
1,289,892
-2,356
| -0.2% | -$201K | 0.15% | 152 |
|
|
2023
Q1 | $113M | Sell |
1,292,248
-3,430
| -0.3% | -$301K | 0.16% | 142 |
|
|
2022
Q4 | $110M | Buy |
1,295,678
+71,040
| +6% | +$6.04M | 0.17% | 144 |
|
|
2022
Q3 | $96.8M | Buy |
1,224,638
+83,142
| +7% | +$6.57M | 0.16% | 142 |
|
|
2022
Q2 | $86.8M | Buy |
1,141,496
+26,275
| +2% | +$2M | 0.14% | 163 |
|
|
2022
Q1 | $97.5M | Sell |
1,115,221
-77,009
| -6% | -$6.73M | 0.13% | 171 |
|
|
2021
Q4 | $117M | Sell |
1,192,230
-2,679
| -0.2% | -$263K | 0.15% | 150 |
|
|
2021
Q3 | $116M | Sell |
1,194,909
-45,501
| -4% | -$4.43M | 0.17% | 132 |
|
|
2021
Q2 | $114M | Buy |
1,240,410
+32,900
| +3% | +$3.02M | 0.17% | 134 |
|
|
2021
Q1 | $93.8M | Buy |
1,207,510
+382,779
| +46% | +$29.7M | 0.15% | 143 |
|
|
2020
Q4 | $56.5M | Buy |
824,731
+506,401
| +159% | +$34.7M | 0.1% | 200 |
|
|
2020
Q3 | $15.4M | Buy |
318,330
+10,684
| +3% | +$517K | 0.03% | 414 |
|
|
2020
Q2 | $14.9M | Sell |
307,646
-3,038
| -1% | -$147K | 0.03% | 395 |
|
|
2020
Q1 | $10.5M | Sell |
310,684
-107,970
| -26% | -$3.66M | 0.03% | 433 |
|
|
2019
Q4 | $21.4M | Buy |
418,654
+56,491
| +16% | +$2.89M | 0.04% | 339 |
|
|
2019
Q3 | $15.4M | Buy |
362,163
+83,902
| +30% | +$3.58M | 0.04% | 401 |
|
|
2019
Q2 | $12.2M | Sell |
278,261
-177,607
| -39% | -$7.77M | 0.03% | 495 |
|
|
2019
Q1 | $19.2M | Buy |
455,868
+222,747
| +96% | +$9.39M | 0.05% | 324 |
|
|
2018
Q4 | $9.24M | Sell |
233,121
-164,649
| -41% | -$6.53M | 0.03% | 518 |
|
|
2018
Q3 | $18.5M | Buy |
397,770
+9,208
| +2% | +$429K | 0.05% | 330 |
|
|
2018
Q2 | $18.4M | Sell |
388,562
-223,225
| -36% | -$10.6M | 0.06% | 330 |
|
|
2018
Q1 | $33M | Buy |
611,787
+36,963
| +6% | +$2M | 0.1% | 201 |
|
|
2017
Q4 | $30.2M | Sell |
574,824
-3,094
| -0.5% | -$162K | 0.1% | 218 |
|
|
2017
Q3 | $27.8M | Buy |
577,918
+433,920
| +301% | +$20.9M | 0.1% | 223 |
|
|
2017
Q2 | $6.42M | Sell |
143,998
-4,295
| -3% | -$192K | 0.02% | 633 |
|
|
2017
Q1 | $6.36M | Buy |
148,293
+15,091
| +11% | +$647K | 0.02% | 614 |
|
|
2016
Q4 | $5.64M | Buy |
133,202
+15,449
| +13% | +$654K | 0.02% | 617 |
|
|
2016
Q3 | $3.77M | Sell |
117,753
-21,907
| -16% | -$701K | 0.02% | 743 |
|
|
2016
Q2 | $3.63M | Buy |
139,660
+39,039
| +39% | +$1.01M | 0.02% | 742 |
|
|
2016
Q1 | $2.52M | Sell |
100,621
-36,948
| -27% | -$924K | 0.01% | 827 |
|
|
2015
Q4 | $4.38M | Buy |
137,569
+9,799
| +8% | +$312K | 0.02% | 615 |
|
|
2015
Q3 | $4.02M | Sell |
127,770
-6,537
| -5% | -$206K | 0.02% | 595 |
|
|
2015
Q2 | $5.15M | Buy |
134,307
+46,888
| +54% | +$1.8M | 0.03% | 558 |
|
|
2015
Q1 | $3.12M | Sell |
87,419
-11,892
| -12% | -$425K | 0.02% | 762 |
|
|
2014
Q4 | $3.85M | Buy |
99,311
+17,077
| +21% | +$662K | 0.02% | 660 |
|
|
2014
Q3 | $2.84M | Buy |
82,234
+17,352
| +27% | +$600K | 0.03% | 657 |
|
|
2014
Q2 | $2.1M | Buy |
64,882
+20,939
| +48% | +$677K | 0.02% | 760 |
|
|
2014
Q1 | $1.37M | Buy |
+43,943
| New | +$1.37M | 0.01% | 897 |
|