Castleview Partners, LLC Morgan Stanley Transaction History

Castleview Partners, LLC

$145 Million
Q4 2025

A detailed history of Castleview Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Castleview Partners, LLC holds 3,107 shares of MS stock, worth $495,411. This represents 0.34% of its overall portfolio holdings.

Number of Shares

3,107

Previous 2,681 15.89%

Holding current value

$495,411

Previous $426,000 16.2%

% of portfolio

0.34%

Previous 0.34%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$151.86 - $169.92 $64,692 - $72,385	426 Added 15.89%	3,107 $495,000
Q3 2025 Oct 10, 2025	SELL	$139.09 - $161.16 $41,866 - $48,509	-301 Reduced 10.09%	2,681 $426,000
Q2 2025 Jul 15, 2025	BUY	$99.83 - $140.86 $51,612 - $72,824	517 Added 20.97%	2,982 $420,000
Q1 2025 Apr 21, 2025	SELL	$111.68 - $141.08 $11,726 - $14,813	-105 Reduced 4.09%	2,465 $287,000
Q4 2024 Jan 21, 2025	BUY	$104.42 - $134.99 $13,574 - $17,548	130 Added 5.33%	2,570 $323,000

Q3 2024 Oct 21, 2024	BUY	$92.07 - $106.96 $10,035 - $11,658	109 Added 4.68%	2,440 $254,000
Q2 2024 Jul 31, 2024	SELL	$86.19 - $101.53 $29,390 - $34,621	-341 Reduced 12.76%	2,331 $226,000
Q1 2024 May 09, 2024	BUY	$83.9 - $94.16 $54,870 - $61,580	654 Added 32.41%	2,672 $251,000
Q4 2023 Feb 05, 2024	BUY	$70.4 - $93.66 $28,582 - $38,025	406 Added 25.19%	2,018 $188,000
Q3 2023 Oct 26, 2023	BUY	$81.65 - $94.67 $898 - $1,041	11 Added 0.69%	1,612 $131,000
Q2 2023 Aug 14, 2023	SELL	$81.22 - $91.12 $78,945 - $88,568	-972 Reduced 37.78%	1,601 $136,000
Q1 2023 May 15, 2023	BUY	$83.95 - $100.83 $14,775 - $17,746	176 Added 7.34%	2,573 $225,000
Q4 2022 Feb 01, 2023	SELL	$75.3 - $93.04 $21,084 - $26,051	-280 Reduced 10.46%	2,397 $203,000
Q3 2022 Nov 10, 2022	BUY	$21.84 - $90.15 $58,094 - $239,799	2,660 Added 15647.06%	2,677 $212,000
Q2 2022 Aug 17, 2022	SELL	$72.9 - $90.61 $14 Million - $17.4 Million	-192,338 Reduced 99.99%	17 $1,000
Q2 2022 Aug 16, 2022	BUY	$72.9 - $90.61 $13.8 Million - $17.2 Million	189,983 Added 8009.4%	192,355 $14.6 Million
Q1 2022 May 16, 2022	SELL	$83.31 - $108.73 $2.26 Million - $2.94 Million	-27,076 Reduced 91.95%	2,372 $207,000
Q4 2021 Feb 17, 2022	BUY	$94.82 - $104.66 $2.77 Million - $3.06 Million	29,248 Added 14624.0%	29,448 $2.89 Million
Q2 2021 Aug 17, 2021	BUY	$77.29 - $93.96 $15,458 - $18,792	200 New	200 $18,000

Others Institutions Holding MS

# of Institutions

2,640

Shares Held

1.31B

Call Options Held

17.4M

Put Options Held

24.6M

View Full List

About MORGAN STANLEY

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

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Castleview Partners, LLC Morgan Stanley Transaction History