Legacy Financial Advisors, Inc. Morgan Stanley Transaction History

Legacy Financial Advisors, Inc.

$527 Million
Q2 2025

A detailed history of Legacy Financial Advisors, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 6,160 shares of MS stock, worth $1.02 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

6,160

Previous 6,006 2.56%

Holding current value

$1.02 Million

Previous $700,000 23.86%

% of portfolio

0.16%

Previous 0.14%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$99.83 - $140.86 $15,373 - $21,692	154 Added 2.56%	6,160 $867,000
Q1 2025 May 14, 2025	SELL	$111.68 - $141.08 $39,311 - $49,660	-352 Reduced 5.54%	6,006 $700,000
Q4 2024 Feb 13, 2025	BUY	$104.42 - $134.99 $39,575 - $51,161	379 Added 6.34%	6,358 $799,000
Q3 2024 Nov 13, 2024	SELL	$92.07 - $106.96 $94,095 - $109,313	-1,022 Reduced 14.6%	5,979 $623,000
Q2 2024 Aug 13, 2024	BUY	$86.19 - $101.53 $95,412 - $112,393	1,107 Added 18.78%	7,001 $680,000
Q1 2024 May 14, 2024	BUY	$83.9 - $94.16 $6,040 - $6,779	72 Added 1.24%	5,894 $554,000
Q4 2023 Feb 06, 2024	BUY	$70.4 - $93.66 $18,374 - $24,445	261 Added 4.69%	5,822 $542,000
Q3 2023 Nov 13, 2023	SELL	$81.65 - $94.67 $7,511 - $8,709	-92 Reduced 1.63%	5,561 $454,000
Q2 2023 Aug 08, 2023	SELL	$81.22 - $91.12 $8,609 - $9,658	-106 Reduced 1.84%	5,653 $482,000
Q1 2023 May 03, 2023	SELL	$83.95 - $100.83 $7,303 - $8,772	-87 Reduced 1.49%	5,759 $505,000
Q4 2022 Feb 06, 2023	BUY	$75.3 - $93.04 $88,552 - $109,415	1,176 Added 25.18%	5,846 $497,000
Q3 2022 Nov 09, 2022	BUY	$21.84 - $90.15 $11,968 - $49,402	548 Added 13.29%	4,670 $369,000
Q2 2022 Aug 08, 2022	SELL	$72.9 - $90.61 $39,657 - $49,291	-544 Reduced 11.66%	4,122 $313,000
Q1 2022 May 04, 2022	BUY	$83.31 - $108.73 $8,664 - $11,307	104 Added 2.28%	4,666 $408,000
Q4 2021 Feb 04, 2022	BUY	$94.82 - $104.66 $9,671 - $10,675	102 Added 2.29%	4,562 $448,000
Q3 2021 Oct 26, 2021	BUY	$87.64 - $105.45 $57,404 - $69,069	655 Added 17.21%	4,460 $434,000
Q2 2021 Jul 21, 2021	BUY	$77.29 - $93.96 $7,960 - $9,677	103 Added 2.78%	3,805 $349,000
Q1 2021 Apr 28, 2021	BUY	$67.05 - $84.34 $14,616 - $18,386	218 Added 6.26%	3,702 $287,000
Q4 2020 Feb 02, 2021	BUY	$47.26 - $68.53 $164,653 - $238,758	3,484 New	3,484 $239,000
Q2 2019 Aug 07, 2019	SELL	$40.69 - $48.46 $168,334 - $200,479	-4,137 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$39.68 - $44.49 $37,656 - $42,221	949 Added 29.77%	4,137 $175,000
Q4 2018 Jan 16, 2019	SELL	$37.01 - $47.27 $43,819 - $55,967	-1,184 Reduced 27.08%	3,188 $126,000
Q3 2018 Oct 30, 2018	BUY	$46.57 - $51.05 $1,536 - $1,684	33 Added 0.76%	4,372 $203,000
Q2 2018 Jul 17, 2018	BUY	$47.19 - $55.22 $75,881 - $88,793	1,608 Added 58.88%	4,339 $209,000
Q1 2018 Apr 12, 2018	SELL	$51.79 - $58.91 $207 - $235	-4 Reduced 0.15%	2,731 $147,000
Q4 2017 Feb 09, 2018	BUY	$48.1 - $53.85 $131,553 - $147,279	2,735	2,735 $143,000

Others Institutions Holding MS

# of Institutions

2,580

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 $281B
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...

More about MS

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Legacy Financial Advisors, Inc. Morgan Stanley Transaction History