Forum Financial Management, LP Morgan Stanley Transaction History

Forum Financial Management, LP

$6.44 Billion
Q3 2025

A detailed history of Forum Financial Management, LP transactions in Morgan Stanley stock. As of the latest transaction made, Forum Financial Management, LP holds 33,094 shares of MS stock, worth $5.47 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

33,094

Previous 31,040 6.62%

Holding current value

$5.47 Million

Previous $4.37 Million 20.31%

% of portfolio

0.08%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$139.09 - $161.16 $285,690 - $331,022	2,054 Added 6.62%	33,094 $5.26 Million
Q2 2025 Jul 30, 2025	SELL	$99.83 - $140.86 $320,953 - $452,864	-3,215 Reduced 9.39%	31,040 $4.37 Million
Q1 2025 May 02, 2025	BUY	$111.68 - $141.08 $1.48 Million - $1.87 Million	13,238 Added 62.99%	34,255 $4 Million
Q4 2024 Feb 13, 2025	BUY	$104.42 - $134.99 $193,803 - $250,541	1,856 Added 9.69%	21,017 $2.64 Million
Q3 2024 Oct 29, 2024	BUY	$92.07 - $106.96 $12,337 - $14,332	134 Added 0.7%	19,161 $2 Million
Q2 2024 Jul 30, 2024	BUY	$86.19 - $101.53 $11,290 - $13,300	131 Added 0.69%	19,027 $1.85 Million
Q1 2024 May 09, 2024	SELL	$83.9 - $94.16 $12,081 - $13,559	-144 Reduced 0.76%	18,896 $1.78 Million
Q4 2023 Feb 07, 2024	SELL	$70.4 - $93.66 $55,545 - $73,897	-789 Reduced 3.98%	19,040 $1.78 Million
Q3 2023 Nov 03, 2023	BUY	$81.65 - $94.67 $163 - $189	2 Added 0.01%	19,829 $1.62 Million
Q2 2023 Jul 26, 2023	BUY	$81.22 - $91.12 $87,717 - $98,409	1,080 Added 5.76%	19,827 $1.69 Million
Q1 2023 Apr 19, 2023	SELL	$83.95 - $100.83 $17,293 - $20,770	-206 Reduced 1.09%	18,747 $1.65 Million
Q4 2022 Jan 24, 2023	BUY	$75.3 - $93.04 $16,415 - $20,282	218 Added 1.16%	18,953 $0
Q3 2022 Nov 07, 2022	SELL	$21.84 - $90.15 $4,433 - $18,300	-203 Reduced 1.07%	18,735 $1.48 Million
Q2 2022 Aug 15, 2022	BUY	$72.9 - $90.61 $152,944 - $190,099	2,098 Added 12.46%	18,938 $1.44 Million
Q1 2022 May 16, 2022	BUY	$83.31 - $108.73 $83 - $108	1 Added 0.01%	16,840 $1.47 Million
Q4 2021 Feb 18, 2022	BUY	$94.82 - $104.66 $1.6 Million - $1.76 Million	16,839 New	16,839 $1.65 Million

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

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...

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Forum Financial Management, LP Morgan Stanley Transaction History