Merit Financial Group, LLC Morgan Stanley Transaction History

Merit Financial Group, LLC

$8.37 Billion
Q2 2025

A detailed history of Merit Financial Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Merit Financial Group, LLC holds 70,702 shares of MS stock, worth $10.4 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

70,702

Previous 26,193 169.93%

Holding current value

$10.4 Million

Previous $3.06 Million 225.99%

% of portfolio

0.12%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$99.83 - $140.86 $4.44 Million - $6.27 Million	44,509 Added 169.93%	70,702 $9.96 Million
Q1 2025 Apr 09, 2025	BUY	$111.68 - $141.08 $1.34 Million - $1.7 Million	12,035 Added 85.0%	26,193 $3.06 Million
Q4 2024 Jan 15, 2025	BUY	$104.42 - $134.99 $647,821 - $837,477	6,204 Added 78.0%	14,158 $1.78 Million
Q3 2024 Oct 17, 2024	SELL	$92.07 - $106.96 $334,674 - $388,799	-3,635 Reduced 31.37%	7,954 $829,000
Q2 2024 Aug 13, 2024	SELL	$86.19 - $101.53 $380,011 - $447,645	-4,409 Reduced 27.56%	11,589 $1.13 Million
Q1 2024 May 06, 2024	BUY	$83.9 - $94.16 $593,256 - $665,805	7,071 Added 79.21%	15,998 $1.51 Million
Q4 2023 Feb 06, 2024	SELL	$70.4 - $93.66 $953,004 - $1.27 Million	-13,537 Reduced 60.26%	8,927 $832,000
Q3 2023 Nov 07, 2023	BUY	$81.65 - $94.67 $141,172 - $163,684	1,729 Added 8.34%	22,464 $1.83 Million
Q2 2023 Aug 01, 2023	BUY	$81.22 - $91.12 $107,047 - $120,096	1,318 Added 6.79%	20,735 $1.77 Million
Q1 2023 Apr 24, 2023	BUY	$83.95 - $100.83 $204,754 - $245,924	2,439 Added 14.37%	19,417 $1.7 Million
Q4 2022 Jan 13, 2023	BUY	$75.3 - $93.04 $1,506 - $1,860	20 Added 0.12%	16,978 $0
Q3 2022 Oct 31, 2022	SELL	$21.84 - $90.15 $76,003 - $313,722	-3,480 Reduced 17.03%	16,958 $1.34 Million
Q2 2022 Aug 08, 2022	BUY	$72.9 - $90.61 $1.29 Million - $1.61 Million	17,759 Added 662.9%	20,438 $1.56 Million
Q1 2022 May 13, 2022	BUY	$83.31 - $108.73 $223,187 - $291,287	2,679 New	2,679 $234,000

Others Institutions Holding MS

# of Institutions

2,495

Shares Held

1.34B

Call Options Held

16.8M

Put Options Held

27.1M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $250B
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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Merit Financial Group, LLC Morgan Stanley Transaction History