Forvis Wealth Advisors, LLC Morgan Stanley Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 5,108 shares of MS stock, worth $655,867. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,108

Previous 5,109 0.02%

Holding current value

$655,867

Previous $642,000 7.32%

% of portfolio

0.01%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$111.68 - $141.08 $111 - $141	-1 Reduced 0.02%	5,108 $595,000
Q4 2024 Feb 03, 2025	BUY	$104.42 - $134.99 $313 - $404	3 Added 0.06%	5,109 $642,000
Q3 2024 Nov 14, 2024	BUY	$92.07 - $106.96 $12,245 - $14,225	133 Added 2.67%	5,106 $532,000
Q2 2024 Aug 09, 2024	SELL	$86.19 - $101.53 $12,497 - $14,721	-145 Reduced 2.83%	4,973 $483,000
Q1 2024 Apr 19, 2024	BUY	$83.9 - $94.16 $120,983 - $135,778	1,442 Added 39.23%	5,118 $481,000
Q4 2023 Jan 11, 2024	SELL	$70.4 - $93.66 $246,048 - $327,341	-3,495 Reduced 48.74%	3,676 $342,000
Q3 2023 Oct 25, 2023	SELL	$81.65 - $94.67 $52,827 - $61,251	-647 Reduced 8.28%	7,171 $585,000
Q2 2023 Aug 08, 2023	BUY	$81.22 - $91.12 $158,379 - $177,684	1,950 Added 33.23%	7,818 $667,000
Q1 2023 Apr 26, 2023	BUY	$83.95 - $100.83 $40,044 - $48,095	477 Added 8.85%	5,868 $515,000
Q4 2022 Feb 02, 2023	SELL	$75.3 - $93.04 $3,012 - $3,721	-40 Reduced 0.74%	5,391 $458,000
Q2 2022 Jul 22, 2022	BUY	$72.9 - $90.61 $395,919 - $492,102	5,431 New	5,431 $413,000
Q1 2021 Apr 23, 2021	SELL	$67.05 - $84.34 $985,232 - $1.24 Million	-14,694 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$47.26 - $68.53 $113,802 - $165,020	2,408 Added 19.6%	14,694 $1.01 Million
Q3 2020 Nov 05, 2020	BUY	$46.42 - $53.25 $19,589 - $22,471	422 Added 3.56%	12,286 $594,000
Q2 2020 Jul 15, 2020	SELL	$31.62 - $50.4 $57,516 - $91,677	-1,819 Reduced 13.29%	11,864 $573,000
Q1 2020 Apr 10, 2020	SELL	$27.81 - $57.51 $3,420 - $7,073	-123 Reduced 0.89%	13,683 $465,000
Q4 2019 Jan 13, 2020	BUY	$39.82 - $51.12 $21,224 - $27,246	533 Added 4.02%	13,806 $706,000
Q3 2019 Oct 29, 2019	SELL	$39.1 - $45.74 $3,010 - $3,521	-77 Reduced 0.58%	13,273 $566,000
Q2 2019 Jul 10, 2019	SELL	$40.69 - $48.46 $8,178 - $9,740	-201 Reduced 1.48%	13,350 $585,000
Q1 2019 Apr 10, 2019	SELL	$39.68 - $44.49 $1,190 - $1,334	-30 Reduced 0.22%	13,551 $572,000
Q4 2018 Jan 15, 2019	BUY	$37.01 - $47.27 $53,516 - $68,352	1,446 Added 11.92%	13,581 $538,000
Q3 2018 Oct 09, 2018	SELL	$46.57 - $51.05 $3,446 - $3,777	-74 Reduced 0.61%	12,135 $565,000
Q2 2018 Jul 13, 2018	SELL	$47.19 - $55.22 $24,114 - $28,217	-511 Reduced 4.02%	12,209 $579,000
Q1 2018 May 25, 2018	BUY	$51.79 - $58.91 $21,233 - $24,153	410 Added 3.33%	12,720 $686,000
Q1 2018 Apr 20, 2018	SELL	$51.79 - $58.91 $109,328 - $124,359	-2,111 Reduced 14.64%	12,310 $656,000
Q4 2017 Jan 18, 2018	BUY	$48.1 - $53.85 $72,005 - $80,613	1,497 Added 11.58%	14,421 $757,000
Q3 2017 Oct 13, 2017	BUY	$44.01 - $48.31 $568,785 - $624,358	12,924	12,924 $623,000

Others Institutions Holding MS

# of Institutions

2,394

Shares Held

1.33B

Call Options Held

17.1M

Put Options Held

28.9M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $218B
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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Forvis Wealth Advisors, LLC Morgan Stanley Transaction History