Bell & Brown Wealth Advisors, LLC Morgan Stanley Transaction History

Bell & Brown Wealth Advisors, LLC

$278 Million
Q2 2025

A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 4,528 shares of MS stock, worth $702,428. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,528

Previous 4,505 0.51%

Holding current value

$702,428

Previous $525,000 21.33%

% of portfolio

0.23%

Previous 0.21%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$99.83 - $140.86 $2,296 - $3,239	23 Added 0.51%	4,528 $637,000
Q1 2025 May 07, 2025	BUY	$111.68 - $141.08 $2,456 - $3,103	22 Added 0.49%	4,505 $525,000
Q4 2024 May 07, 2025	BUY	$104.42 - $134.99 $2,819 - $3,644	27 Added 0.61%	4,483 $563,000
Q3 2024 Nov 14, 2024	BUY	$92.07 - $106.96 $2,670 - $3,101	29 Added 0.66%	4,456 $464,000
Q2 2024 Aug 13, 2024	BUY	$86.19 - $101.53 $2,327 - $2,741	27 Added 0.61%	4,427 $430,000
Q1 2024 May 13, 2024	SELL	$83.9 - $94.16 $3,775 - $4,237	-45 Reduced 1.01%	4,400 $414,000
Q4 2023 Feb 12, 2024	BUY	$70.4 - $93.66 $5,632 - $7,492	80 Added 1.83%	4,445 $414,000
Q2 2023 Aug 15, 2023	BUY	$81.22 - $91.12 $7,066 - $7,927	87 Added 2.03%	4,365 $372,000
Q1 2023 Apr 14, 2023	BUY	$83.95 - $100.83 $1,930 - $2,319	23 Added 0.54%	4,278 $375,000
Q4 2022 Feb 10, 2023	BUY	$75.3 - $93.04 $1,807 - $2,232	24 Added 0.57%	4,255 $361,000
Q3 2022 Oct 26, 2022	BUY	$21.84 - $90.15 $786 - $3,245	36 Added 0.86%	4,231 $334,000
Q2 2022 Jul 22, 2022	BUY	$72.9 - $90.61 $2,624 - $3,261	36 Added 0.87%	4,195 $319,000
Q1 2022 May 02, 2022	SELL	$83.31 - $108.73 $38,989 - $50,885	-468 Reduced 10.11%	4,159 $363,000
Q4 2021 Feb 10, 2022	BUY	$94.82 - $104.66 $3,034 - $3,349	32 Added 0.7%	4,627 $501,000
Q3 2021 Nov 12, 2021	SELL	$87.64 - $105.45 $39,788 - $47,874	-454 Reduced 8.99%	4,595 $447,000
Q3 2020 Oct 23, 2020	BUY	$46.42 - $53.25 $1,578 - $1,810	34 Added 0.68%	5,049 $257,000
Q2 2020 Aug 07, 2020	BUY	$31.62 - $50.4 $158,574 - $252,756	5,015 New	5,015 $250,000
Q1 2020 May 11, 2020	SELL	$27.81 - $57.51 $134,600 - $278,348	-4,840 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$39.82 - $51.12 $192,728 - $247,420	4,840 New	4,840 $254,000
Q3 2019 Oct 09, 2019	SELL	$39.1 - $45.74 $186,233 - $217,859	-4,763 Closed	0 $0
Q2 2019 Aug 06, 2019	BUY	$40.69 - $48.46 $1,302 - $1,550	32 Added 0.68%	4,763 $209,000
Q1 2019 May 13, 2019	SELL	$39.68 - $44.49 $201,971 - $226,454	-5,090 Reduced 51.83%	4,731 $200,000
Q4 2018 Feb 07, 2019	BUY	$37.01 - $47.27 $190,823 - $243,724	5,156 Added 110.53%	9,821 $389,000
Q3 2018 Nov 13, 2018	BUY	$46.57 - $51.05 $1,350 - $1,480	29 Added 0.63%	4,665 $213,000
Q2 2018 Jul 31, 2018	BUY	$47.19 - $55.22 $990 - $1,159	21 Added 0.46%	4,636 $220,000
Q1 2018 May 02, 2018	BUY	$51.79 - $58.91 $1,035 - $1,178	20 Added 0.44%	4,615 $237,000
Q4 2017 Feb 13, 2018	BUY	$48.1 - $53.85 $221,019 - $247,440	4,595	4,595 $241,000

Others Institutions Holding MS

# of Institutions

2,546

Shares Held

1.34B

Call Options Held

19.2M

Put Options Held

24M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $263B
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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Bell & Brown Wealth Advisors, LLC Morgan Stanley Transaction History