Beacon Pointe Advisors, LLC Morgan Stanley Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 22,982 shares of MS stock, worth $2.96 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

22,982

Previous 24,400 5.81%

Holding current value

$2.96 Million

Previous $3.07 Million 12.59%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$111.68 - $141.08 $158,362 - $200,051	-1,418 Reduced 5.81%	22,982 $2.68 Million
Q4 2024 Feb 14, 2025	SELL	$104.42 - $134.99 $912,839 - $1.18 Million	-8,742 Reduced 26.38%	24,400 $3.07 Million
Q3 2024 Nov 14, 2024	SELL	$92.07 - $106.96 $17,125 - $19,894	-186 Reduced 0.56%	33,142 $3.45 Million
Q2 2024 Aug 12, 2024	BUY	$86.19 - $101.53 $16,720 - $19,696	194 Added 0.59%	33,328 $3.24 Million
Q1 2024 May 14, 2024	SELL	$83.9 - $94.16 $2 Million - $2.24 Million	-23,810 Reduced 41.81%	33,134 $3.12 Million
Q4 2023 Feb 08, 2024	SELL	$70.4 - $93.66 $226,476 - $301,304	-3,217 Reduced 5.35%	56,944 $5.31 Million
Q3 2023 Nov 14, 2023	BUY	$81.65 - $94.67 $1.75 Million - $2.03 Million	21,446 Added 55.39%	60,161 $4.91 Million
Q2 2023 Aug 11, 2023	SELL	$81.22 - $91.12 $448,740 - $503,438	-5,525 Reduced 12.49%	38,715 $3.31 Million
Q1 2023 May 12, 2023	BUY	$83.95 - $100.83 $276,027 - $331,529	3,288 Added 8.03%	44,240 $3.88 Million
Q4 2022 Feb 14, 2023	BUY	$75.3 - $93.04 $177,331 - $219,109	2,355 Added 6.1%	40,952 $3.48 Million
Q3 2022 Nov 09, 2022	BUY	$21.84 - $90.15 $253,125 - $1.04 Million	11,590 Added 42.91%	38,597 $3.06 Million
Q2 2022 Aug 11, 2022	SELL	$72.9 - $90.61 $636,708 - $791,387	-8,734 Reduced 24.44%	27,007 $2.06 Million
Q1 2022 May 17, 2022	BUY	$83.31 - $108.73 $1.78 Million - $2.32 Million	21,368 Added 148.67%	35,741 $3.12 Million
Q4 2021 Feb 14, 2022	SELL	$94.82 - $104.66 $231,645 - $255,684	-2,443 Reduced 14.53%	14,373 $1.41 Million
Q3 2021 Nov 15, 2021	BUY	$87.64 - $105.45 $170,547 - $205,205	1,946 Added 13.09%	16,816 $1.64 Million
Q2 2021 Aug 17, 2021	BUY	$77.29 - $93.96 $857,996 - $1.04 Million	11,101 Added 294.53%	14,870 $1.36 Million
Q1 2021 May 18, 2021	BUY	$67.05 - $84.34 $252,711 - $317,877	3,769 New	3,769 $294,000

Others Institutions Holding MS

# of Institutions

2,395

Shares Held

1.33B

Call Options Held

17.1M

Put Options Held

28.9M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $218B
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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Beacon Pointe Advisors, LLC Morgan Stanley Transaction History