Capital Advisors Inc Morgan Stanley Transaction History

Capital Advisors Inc

  • $5.86 Billion
  • Q3 2025

A detailed history of Capital Advisors Inc transactions in Morgan Stanley stock. As of the latest transaction made, Capital Advisors Inc holds 508,043 shares of MS stock, worth $84 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
508,043
Previous 503,461 0.91%
Holding current value
$84 Million
Previous $70.9 Million 13.88%
% of portfolio
1.38%
Previous 1.31%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$139.09 - $161.16 $637,310 - $738,435
4,582 Added 0.91%
508,043 $80.8 Million
Q2 2025

Jul 22, 2025
BUY
$99.83 - $140.86 $34,241 - $48,314
343 Added 0.07%
503,461 $70.9 Million
Q1 2025

Apr 29, 2025
BUY
$111.68 - $141.08 $1.27 Million - $1.6 Million
11,332 Added 2.3%
503,118 $58.7 Million
Q4 2024

Jan 29, 2025
BUY
$104.42 - $134.99 $727,285 - $940,205
6,965 Added 1.44%
491,786 $61.8 Million
Q3 2024

Oct 28, 2024
BUY
$92.07 - $106.96 $1.11 Million - $1.29 Million
12,092 Added 2.56%
484,821 $50.5 Million
Q2 2024

Jul 31, 2024
BUY
$86.19 - $101.53 $746,663 - $879,554
8,663 Added 1.87%
472,729 $45.9 Million
Q1 2024

Apr 29, 2024
SELL
$83.9 - $94.16 $9.88 Million - $11.1 Million
-117,771 Reduced 20.24%
464,066 $43.7 Million
Q4 2023

Jan 29, 2024
BUY
$70.4 - $93.66 $12 Million - $15.9 Million
170,035 Added 41.29%
581,837 $54.3 Million
Q3 2023

Oct 24, 2023
BUY
$81.65 - $94.67 $33.2 Million - $38.5 Million
406,845 Added 8207.48%
411,802 $33.6 Million
Q2 2023

Jul 18, 2023
BUY
$81.22 - $91.12 $137,018 - $153,719
1,687 Added 51.59%
4,957 $423,000
Q1 2023

Apr 19, 2023
SELL
$83.95 - $100.83 $839 - $1,008
-10 Reduced 0.3%
3,270 $287,000
Q4 2022

Jan 17, 2023
BUY
$75.3 - $93.04 $3,765 - $4,652
50 Added 1.55%
3,280 $0
Q3 2022

Oct 17, 2022
BUY
$21.84 - $90.15 $21 - $90
1 Added 0.03%
3,230 $255,000
Q2 2022

Jul 15, 2022
BUY
$72.9 - $90.61 $40,167 - $49,926
551 Added 20.58%
3,229 $246,000
Q1 2022

May 05, 2022
BUY
$83.31 - $108.73 $223,104 - $291,178
2,678 New
2,678 $234,000
Q4 2021

Jan 27, 2022
SELL
$94.82 - $104.66 $232,877 - $257,044
-2,456 Closed
0 $0
Q3 2021

Oct 25, 2021
BUY
$87.64 - $105.45 $22,348 - $26,889
255 Added 11.59%
2,456 $239,000
Q2 2021

Aug 02, 2021
SELL
$77.29 - $93.96 $99,394 - $120,832
-1,286 Reduced 36.88%
2,201 $202,000
Q1 2021

May 25, 2021
BUY
$67.05 - $84.34 $67 - $84
1 Added 0.03%
3,487 $271,000
Q4 2020

Feb 08, 2021
BUY
$47.26 - $68.53 $164,748 - $238,895
3,486 New
3,486 $238,000

Others Institutions Holding MS

# of Institutions
2,587
Shares Held
1.33B
Call Options Held
19.3M
Put Options Held
23.9M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $280B
  • 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
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