Baker Tilly Wealth Management, LLC Morgan Stanley Transaction History

Baker Tilly Wealth Management, LLC

$273 Million
Q2 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 2,527 shares of MS stock, worth $372,201. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,527

Previous 2,518 0.36%

Holding current value

$372,201

Previous $293,000 21.16%

% of portfolio

0.13%

Previous 0.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$99.83 - $140.86 $898 - $1,267	9 Added 0.36%	2,527 $355,000
Q1 2025 Apr 09, 2025	SELL	$111.68 - $141.08 $2,456 - $3,103	-22 Reduced 0.87%	2,518 $293,000
Q4 2024 Jan 10, 2025	BUY	$104.42 - $134.99 $13,156 - $17,008	126 Added 5.22%	2,540 $319,000
Q3 2024 Oct 24, 2024	SELL	$92.07 - $106.96 $161,674 - $187,821	-1,756 Reduced 42.11%	2,414 $251,000
Q2 2024 Jul 18, 2024	SELL	$86.19 - $101.53 $548,685 - $646,339	-6,366 Reduced 60.42%	4,170 $405,000
Q1 2024 May 09, 2024	SELL	$83.9 - $94.16 $10,235 - $11,487	-122 Reduced 1.14%	10,536 $992,000
Q4 2023 Jan 10, 2024	SELL	$70.4 - $93.66 $62,867 - $83,638	-893 Reduced 7.73%	10,658 $993,000
Q3 2023 Oct 10, 2023	BUY	$81.65 - $94.67 $3,919 - $4,544	48 Added 0.42%	11,551 $943,000
Q2 2023 Jul 20, 2023	BUY	$81.22 - $91.12 $17,381 - $19,499	214 Added 1.9%	11,503 $982,000
Q1 2023 Apr 12, 2023	BUY	$83.95 - $100.83 $42,646 - $51,221	508 Added 4.71%	11,289 $991,000
Q4 2022 Jan 26, 2023	SELL	$75.3 - $93.04 $9,563 - $11,816	-127 Reduced 1.16%	10,781 $0
Q3 2022 Oct 20, 2022	SELL	$21.84 - $90.15 $24,133 - $99,615	-1,105 Reduced 9.2%	10,908 $862,000
Q2 2022 Jul 28, 2022	SELL	$72.9 - $90.61 $89,083 - $110,725	-1,222 Reduced 9.23%	12,013 $914,000
Q1 2022 Apr 27, 2022	SELL	$83.31 - $108.73 $55,067 - $71,870	-661 Reduced 4.76%	13,235 $1.16 Million
Q4 2021 Feb 08, 2022	BUY	$94.82 - $104.66 $261,513 - $288,652	2,758 Added 24.76%	13,896 $1.36 Million
Q3 2021 Nov 02, 2021	BUY	$87.64 - $105.45 $150,916 - $181,584	1,722 Added 18.29%	11,138 $1.08 Million
Q2 2021 Jul 30, 2021	BUY	$77.29 - $93.96 $48,460 - $58,912	627 Added 7.13%	9,416 $863,000
Q1 2021 Apr 28, 2021	BUY	$67.05 - $84.34 $73,151 - $92,014	1,091 Added 14.17%	8,789 $683,000
Q4 2020 Feb 03, 2021	BUY	$47.26 - $68.53 $363,807 - $527,543	7,698 New	7,698 $528,000

Others Institutions Holding MS

# of Institutions

2,485

Shares Held

1.33B

Call Options Held

17.8M

Put Options Held

28.6M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $250B
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...

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Baker Tilly Wealth Management, LLC Morgan Stanley Transaction History