Hcr Wealth Advisors Morgan Stanley Transaction History

Hcr Wealth Advisors

$835 Million
Q2 2025

A detailed history of Hcr Wealth Advisors transactions in Morgan Stanley stock. As of the latest transaction made, Hcr Wealth Advisors holds 29,680 shares of MS stock, worth $4.27 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

29,680

Previous 29,636 0.15%

Holding current value

$4.27 Million

Previous $3.46 Million 20.91%

% of portfolio

0.5%

Previous 0.46%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$99.83 - $140.86 $4,392 - $6,197	44 Added 0.15%	29,680 $4.18 Million
Q1 2025 Apr 21, 2025	BUY	$111.68 - $141.08 $95,151 - $120,200	852 Added 2.96%	29,636 $3.46 Million
Q4 2024 Jan 14, 2025	BUY	$104.42 - $134.99 $310,962 - $402,000	2,978 Added 11.54%	28,784 $3.62 Million
Q3 2024 Oct 10, 2024	BUY	$92.07 - $106.96 $65,369 - $75,941	710 Added 2.83%	25,806 $2.69 Million
Q2 2024 Aug 06, 2024	SELL	$86.19 - $101.53 $23,616 - $27,819	-274 Reduced 1.08%	25,096 $2.44 Million
Q1 2024 May 10, 2024	SELL	$83.9 - $94.16 $13,675 - $15,348	-163 Reduced 0.64%	25,370 $2.39 Million
Q4 2023 Feb 09, 2024	BUY	$70.4 - $93.66 $375,795 - $499,957	5,338 Added 26.43%	25,533 $2.38 Million
Q3 2023 Oct 20, 2023	SELL	$81.65 - $94.67 $339,990 - $394,205	-4,164 Reduced 17.09%	20,195 $1.65 Million
Q2 2023 Aug 09, 2023	BUY	$81.22 - $91.12 $10,152 - $11,390	125 Added 0.52%	24,359 $2.08 Million
Q1 2023 May 12, 2023	SELL	$83.95 - $100.83 $1,175 - $1,411	-14 Reduced 0.06%	24,234 $2.13 Million
Q4 2022 Feb 13, 2023	SELL	$75.3 - $93.04 $74,697 - $92,295	-992 Reduced 3.93%	24,248 $2.06 Million
Q3 2022 Nov 07, 2022	SELL	$21.84 - $90.15 $6,573 - $27,135	-301 Reduced 1.18%	25,240 $1.99 Million
Q2 2022 Aug 12, 2022	SELL	$72.9 - $90.61 $73,410 - $91,244	-1,007 Reduced 3.79%	25,541 $1.94 Million
Q1 2022 May 05, 2022	BUY	$83.31 - $108.73 $7,414 - $9,676	89 Added 0.34%	26,548 $2.32 Million
Q4 2021 Feb 04, 2022	SELL	$94.82 - $104.66 $91,122 - $100,578	-961 Reduced 3.5%	26,459 $2.6 Million
Q3 2021 Nov 02, 2021	BUY	$87.64 - $105.45 $55,300 - $66,538	631 Added 2.36%	27,420 $2.67 Million
Q2 2021 Jul 21, 2021	BUY	$77.29 - $93.96 $226,305 - $275,114	2,928 Added 12.27%	26,789 $2.46 Million
Q1 2021 May 13, 2021	SELL	$67.05 - $84.34 $273,631 - $344,191	-4,081 Reduced 14.61%	23,861 $1.85 Million
Q4 2020 Feb 04, 2021	BUY	$47.26 - $68.53 $118,669 - $172,078	2,511 Added 9.87%	27,942 $1.92 Million
Q3 2020 Nov 05, 2020	BUY	$46.42 - $53.25 $81,977 - $94,039	1,766 Added 7.46%	25,431 $1.23 Million
Q2 2020 Jul 30, 2020	SELL	$31.62 - $50.4 $32,347 - $51,559	-1,023 Reduced 4.14%	23,665 $1.13 Million
Q1 2020 May 08, 2020	SELL	$27.81 - $57.51 $42,910 - $88,737	-1,543 Reduced 5.88%	24,688 $839,000
Q4 2019 Feb 07, 2020	SELL	$39.82 - $51.12 $7,446 - $9,559	-187 Reduced 0.71%	26,231 $1.34 Million
Q3 2019 Nov 07, 2019	BUY	$39.1 - $45.74 $180,211 - $210,815	4,609 Added 21.13%	26,418 $1.14 Million
Q2 2019 Jul 25, 2019	SELL	$40.69 - $48.46 $128,376 - $152,891	-3,155 Reduced 12.64%	21,809 $955,000
Q1 2019 May 10, 2019	SELL	$39.68 - $44.49 $469,612 - $526,539	-11,835 Reduced 32.16%	24,964 $1.08 Million
Q4 2018 Jan 31, 2019	SELL	$37.01 - $47.27 $50,185 - $64,098	-1,356 Reduced 3.55%	36,799 $1.46 Million
Q3 2018 Nov 09, 2018	BUY	$46.57 - $51.05 $219,018 - $240,088	4,703 Added 14.06%	38,155 $1.71 Million
Q2 2018 Aug 14, 2018	BUY	$47.19 - $55.22 $44,217 - $51,741	937 Added 2.88%	33,452 $1.59 Million
Q1 2018 May 15, 2018	SELL	$51.79 - $58.91 $1,760 - $2,002	-34 Reduced 0.1%	32,515 $1.76 Million
Q4 2017 Feb 13, 2018	BUY	$48.1 - $53.85 $59,163 - $66,235	1,230 Added 3.93%	32,549 $1.71 Million
Q3 2017 Nov 13, 2017	BUY	$44.01 - $48.31 $59,545 - $65,363	1,353 Added 4.52%	31,319 $1.51 Million
Q2 2017 Aug 16, 2017	BUY	N/A	29,966	29,966 $1.34 Million

Others Institutions Holding MS

# of Institutions

2,487

Shares Held

1.33B

Call Options Held

17.9M

Put Options Held

28.7M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $244B
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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Hcr Wealth Advisors Morgan Stanley Transaction History