A detailed history of Antonelli Financial Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Antonelli Financial Advisors, LLC holds 1,500 shares of MS stock, worth $238,844. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,500
Previous 1,739 13.74%
Holding current value
$238,844
Previous $203 Million 4.14%
% of portfolio
0.15%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

SELL
$99.83 - $140.86 $23,859 - $33,665
-239 Reduced 13.74%
1,500 $211 Million
Q1 2025

Apr 22, 2025

SELL
$111.68 - $141.08 $72,815 - $91,984
-652 Reduced 27.27%
1,739 $203 Million
Q4 2024

Feb 11, 2025

BUY
$104.42 - $134.99 $249,668 - $322,761
2,391 New
2,391 $301 Million

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $270B
  • Description
  • Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Secu...
More about MS
Track This Portfolio

Track Antonelli Financial Advisors, LLC Portfolio

Follow Antonelli Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Antonelli Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Antonelli Financial Advisors, LLC with notifications on news.