Creative Planning Morgan Stanley Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Morgan Stanley stock. As of the latest transaction made, Creative Planning holds 423,869 shares of MS stock, worth $67.6 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

423,869

Previous 289,306 46.51%

Holding current value

$67.6 Million

Previous $40.8 Million 65.34%

% of portfolio

0.05%

Previous 0.04%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$139.09 - $161.16 $18.7 Million - $21.7 Million	134,563 Added 46.51%	423,869 $67.4 Million
Q2 2025 Aug 08, 2025	BUY	$99.83 - $140.86 $1.87 Million - $2.64 Million	18,763 Added 6.94%	289,306 $40.8 Million
Q1 2025 May 15, 2025	BUY	$111.68 - $141.08 $3.26 Million - $4.12 Million	29,194 Added 12.1%	270,543 $31.6 Million
Q4 2024 Feb 14, 2025	BUY	$104.42 - $134.99 $2.22 Million - $2.87 Million	21,235 Added 9.65%	241,349 $30.3 Million
Q3 2024 Oct 11, 2024	BUY	$92.07 - $106.96 $819,607 - $952,157	8,902 Added 4.21%	220,114 $22.9 Million

Q2 2024 Aug 15, 2024	BUY	$86.19 - $101.53 $3.59 Million - $4.23 Million	41,660 Added 24.57%	211,212 $20.5 Million
Q1 2024 May 10, 2024	BUY	$83.9 - $94.16 $1.43 Million - $1.61 Million	17,052 Added 11.18%	169,552 $16 Million
Q4 2023 Feb 14, 2024	SELL	$70.4 - $93.66 $1.23 Million - $1.64 Million	-17,514 Reduced 10.3%	152,500 $14.2 Million
Q3 2023 Nov 16, 2023	BUY	$81.65 - $94.67 $972,696 - $1.13 Million	11,913 Added 7.54%	170,014 $13.9 Million
Q2 2023 Jul 21, 2023	BUY	$81.22 - $91.12 $882,536 - $990,109	10,866 Added 7.38%	158,101 $13.5 Million
Q1 2023 May 15, 2023	BUY	$83.95 - $100.83 $951,237 - $1.14 Million	11,331 Added 8.34%	147,235 $12.9 Million
Q4 2022 Feb 10, 2023	BUY	$75.3 - $93.04 $1.03 Million - $1.28 Million	13,713 Added 11.22%	135,904 $11.6 Million
Q3 2022 Nov 03, 2022	SELL	$21.84 - $90.15 $143,641 - $592,916	-6,577 Reduced 5.11%	122,191 $9.65 Million
Q2 2022 Aug 15, 2022	BUY	$72.9 - $90.61 $522,328 - $649,220	7,165 Added 5.89%	128,768 $9.79 Million
Q1 2022 May 16, 2022	BUY	$83.31 - $108.73 $624,075 - $814,496	7,491 Added 6.56%	121,603 $10.6 Million
Q4 2021 Feb 11, 2022	BUY	$94.82 - $104.66 $415,406 - $458,515	4,381 Added 3.99%	114,112 $11.2 Million
Q3 2021 Nov 10, 2021	BUY	$87.64 - $105.45 $500,249 - $601,908	5,708 Added 5.49%	109,731 $10.7 Million
Q2 2021 Aug 04, 2021	SELL	$77.29 - $93.96 $1.15 Million - $1.4 Million	-14,900 Reduced 12.53%	104,023 $9.54 Million
Q1 2021 Apr 30, 2021	BUY	$67.05 - $84.34 $982,349 - $1.24 Million	14,651 Added 14.05%	118,923 $9.24 Million
Q4 2020 Jan 29, 2021	BUY	$47.26 - $68.53 $1.66 Million - $2.41 Million	35,217 Added 51.0%	104,272 $7.15 Million
Q3 2020 Nov 05, 2020	BUY	$46.42 - $53.25 $549,566 - $630,426	11,839 Added 20.69%	69,055 $3.34 Million
Q2 2020 Jul 23, 2020	SELL	$31.62 - $50.4 $129,104 - $205,783	-4,083 Reduced 6.66%	57,216 $2.76 Million
Q1 2020 May 05, 2020	SELL	$27.81 - $57.51 $393,400 - $813,536	-14,146 Reduced 18.75%	61,299 $2.08 Million
Q4 2019 Jan 30, 2020	SELL	$39.82 - $51.12 $706,566 - $907,073	-17,744 Reduced 19.04%	75,445 $3.86 Million
Q3 2019 Nov 01, 2019	BUY	$39.1 - $45.74 $102,481 - $119,884	2,621 Added 2.89%	93,189 $3.98 Million
Q2 2019 Jul 26, 2019	BUY	$40.69 - $48.46 $1.77 Million - $2.11 Million	43,590 Added 92.79%	90,568 $3.97 Million
Q1 2019 Apr 24, 2019	SELL	$39.68 - $44.49 $122,373 - $137,207	-3,084 Reduced 6.16%	46,978 $1.98 Million
Q4 2018 Feb 01, 2019	SELL	$37.01 - $47.27 $451,040 - $576,079	-12,187 Reduced 19.58%	50,062 $1.99 Million
Q3 2018 Oct 25, 2018	SELL	$46.57 - $51.05 $161,923 - $177,500	-3,477 Reduced 5.29%	62,249 $2.9 Million
Q2 2018 Jul 20, 2018	BUY	$47.19 - $55.22 $177,104 - $207,240	3,753 Added 6.06%	65,726 $3.12 Million
Q1 2018 Apr 18, 2018	BUY	$51.79 - $58.91 $156,561 - $178,084	3,023 Added 5.13%	61,973 $3.34 Million
Q4 2017 Jan 17, 2018	BUY	$48.1 - $53.85 $131,697 - $147,441	2,738 Added 4.87%	58,950 $3.09 Million
Q3 2017 Oct 17, 2017	BUY	$44.01 - $48.31 $2.47 Million - $2.72 Million	56,212	56,212 $2.71 Million

Others Institutions Holding MS

# of Institutions

2,631

Shares Held

1.31B

Call Options Held

18M

Put Options Held

25.2M

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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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Creative Planning Morgan Stanley Transaction History