Ever Source Wealth Advisors, LLC Morgan Stanley Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 15,235 shares of MS stock, worth $2.43 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

15,235

Previous 14,717 3.52%

Holding current value

$2.43 Million

Previous $1.72 Million 24.99%

% of portfolio

0.11%

Previous 0.1%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$99.83 - $140.86 $51,711 - $72,965	518 Added 3.52%	15,235 $2.15 Million
Q1 2025 May 13, 2025	BUY	$111.68 - $141.08 $173,885 - $219,661	1,557 Added 11.83%	14,717 $1.72 Million
Q4 2024 Feb 07, 2025	BUY	$104.42 - $134.99 $132,091 - $170,762	1,265 Added 10.63%	13,160 $1.65 Million
Q3 2024 Nov 08, 2024	BUY	$92.07 - $106.96 $9,943 - $11,551	108 Added 0.92%	11,895 $1.24 Million
Q2 2024 Aug 13, 2024	BUY	$86.19 - $101.53 $9,911 - $11,675	115 Added 0.99%	11,787 $1.15 Million
Q1 2024 Jun 11, 2024	BUY	$83.9 - $94.16 $11,242 - $12,617	134 Added 1.16%	11,672 $1.1 Million
Q4 2023 Feb 09, 2024	BUY	$70.4 - $93.66 $39,283 - $52,262	558 Added 5.08%	11,538 $1.08 Million
Q3 2023 Nov 03, 2023	SELL	$81.65 - $94.67 $31,435 - $36,447	-385 Reduced 3.39%	10,980 $896,000
Q2 2023 Aug 04, 2023	SELL	$81.22 - $91.12 $35,249 - $39,546	-434 Reduced 3.68%	11,365 $970,000
Q1 2023 May 11, 2023	BUY	$83.95 - $100.83 $64,137 - $77,034	764 Added 6.92%	11,799 $1.04 Million
Q4 2022 Feb 09, 2023	SELL	$75.3 - $93.04 $388,773 - $480,365	-5,163 Reduced 31.87%	11,035 $938,000
Q3 2022 Nov 07, 2022	BUY	$21.84 - $90.15 $274,943 - $1.13 Million	12,589 Added 348.82%	16,198 $1.28 Million
Q2 2022 Aug 01, 2022	SELL	$72.9 - $90.61 $5,977 - $7,430	-82 Reduced 2.22%	3,609 $275,000
Q1 2022 May 25, 2022	SELL	$83.31 - $108.73 $1,249 - $1,630	-15 Reduced 0.4%	3,691 $322,000
Q4 2021 Feb 07, 2022	BUY	$94.82 - $104.66 $351,402 - $387,869	3,706 New	3,706 $364,000

Others Institutions Holding MS

# of Institutions

2,564

Shares Held

1.33B

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 $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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Ever Source Wealth Advisors, LLC Morgan Stanley Transaction History