Moneta Group Investment Advisors LLC Morgan Stanley Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 8,842 shares of MS stock, worth $1.45 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,842
Previous 8,809 0.37%
Holding current value
$1.45 Million
Previous $1.03 Million 21.23%
% of portfolio
0.02%
Previous 0.01%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$99.83 - $140.86 $3,294 - $4,648
33 Added 0.37%
8,842 $1.25 Million
Q1 2025

May 15, 2025
BUY
$111.68 - $141.08 $227,938 - $287,944
2,041 Added 30.16%
8,809 $1.03 Million
Q4 2024

Feb 11, 2025
SELL
$104.42 - $134.99 $7,622 - $9,854
-73 Reduced 1.07%
6,768 $850,000
Q3 2024

Nov 12, 2024
BUY
$92.07 - $106.96 $80,008 - $92,948
869 Added 14.55%
6,841 $713,000
Q2 2024

Aug 13, 2024
BUY
$86.19 - $101.53 $26,891 - $31,677
312 Added 5.51%
5,972 $580,000
Q1 2024

Aug 13, 2024
SELL
$83.9 - $94.16 $362,280 - $406,582
-4,318 Reduced 43.28%
5,660 $532,000
Q4 2023

Feb 15, 2024
SELL
$70.4 - $93.66 $31,046 - $41,304
-441 Reduced 4.23%
9,978 $930,000
Q3 2023

Nov 15, 2023
BUY
$81.65 - $94.67 $979 - $1,136
12 Added 0.12%
10,419 $850,000
Q2 2023

Aug 15, 2023
SELL
$81.22 - $91.12 $46,376 - $52,029
-571 Reduced 5.2%
10,407 $888,000
Q1 2023

May 15, 2023
BUY
$83.95 - $100.83 $271,662 - $326,285
3,236 Added 41.8%
10,978 $963,000
Q4 2022

Feb 16, 2023
SELL
$75.3 - $93.04 $218,294 - $269,722
-2,899 Reduced 27.24%
7,742 $658,000
Q4 2022

Feb 16, 2023
SELL
$75.3 - $93.04 $800 Million - $989 Million
-10,630,549 Reduced 99.9%
10,641 $904,000
Q4 2022

Feb 15, 2023
BUY
$75.3 - $93.04 $801 Million - $989 Million
10,632,735 Added 125756.77%
10,641,190 $905 Million
Q3 2022

Nov 14, 2022
BUY
$21.84 - $90.15 $895 - $3,696
41 Added 0.49%
8,455 $668,000
Q2 2022

Aug 15, 2022
BUY
$72.9 - $90.61 $63,714 - $79,193
874 Added 11.59%
8,414 $640,000
Q1 2022

May 11, 2022
BUY
$83.31 - $108.73 $145,209 - $189,516
1,743 Added 30.07%
7,540 $659,000
Q4 2021

Feb 11, 2022
SELL
$94.82 - $104.66 $50,539 - $55,783
-533 Reduced 8.42%
5,797 $569,000
Q3 2021

Nov 12, 2021
SELL
$87.64 - $105.45 $553,008 - $665,389
-6,310 Reduced 49.92%
6,330 $616,000
Q2 2021

Aug 13, 2021
BUY
$77.29 - $93.96 $82,236 - $99,973
1,064 Added 9.19%
12,640 $1.16 Million
Q1 2021

May 14, 2021
BUY
$67.05 - $84.34 $92,260 - $116,051
1,376 Added 13.49%
11,576 $899,000
Q4 2020

Feb 12, 2021
BUY
$47.26 - $68.53 $51,986 - $75,383
1,100 Added 12.09%
10,200 $699,000
Q3 2020

Nov 13, 2020
SELL
$46.42 - $53.25 $8,123 - $9,318
-175 Reduced 1.89%
9,100 $440,000
Q2 2020

Aug 12, 2020
SELL
$31.62 - $50.4 $17,359 - $27,669
-549 Reduced 5.59%
9,275 $448,000
Q1 2020

May 13, 2020
SELL
$27.81 - $57.51 $130,456 - $269,779
-4,691 Reduced 32.32%
9,824 $334,000
Q4 2019

Feb 11, 2020
SELL
$39.82 - $51.12 $8,083 - $10,377
-203 Reduced 1.38%
14,515 $742,000
Q3 2019

Nov 12, 2019
BUY
$39.1 - $45.74 $145,295 - $169,969
3,716 Added 33.78%
14,718 $628,000
Q2 2019

Aug 16, 2019
BUY
$40.69 - $48.46 $220,295 - $262,362
5,414 Added 96.89%
11,002 $482,000
Q2 2019

Aug 13, 2019
SELL
$40.69 - $48.46 $220,010 - $262,023
-5,407 Reduced 49.18%
5,588 $482,000
Q1 2019

May 16, 2019
SELL
$39.68 - $44.49 $2.2 Million - $2.47 Million
-55,450 Reduced 83.45%
10,995 $464,000
Q1 2019

May 15, 2019
BUY
$39.68 - $44.49 $2.2 Million - $2.47 Million
55,449 Added 504.27%
66,445 $464,000
Q4 2018

Feb 11, 2019
BUY
$37.01 - $47.27 $18,356 - $23,445
496 Added 4.72%
10,996 $436,000
Q3 2018

Nov 13, 2018
SELL
$46.57 - $51.05 $2,328 - $2,552
-50 Reduced 0.47%
10,500 $489,000
Q2 2018

Aug 15, 2018
SELL
$47.19 - $55.22 $109,480 - $128,110
-2,320 Reduced 18.03%
10,550 $500,000
Q2 2018

Aug 15, 2018
SELL
$47.19 - $55.22 $729,321 - $853,425
-15,455 Reduced 54.56%
12,870 $500,000
Q2 2018

Aug 14, 2018
BUY
$47.19 - $55.22 $888,351 - $1.04 Million
18,825 Added 198.16%
28,325 $515,000
Q1 2018

May 14, 2018
BUY
$51.79 - $58.91 $25,014 - $28,453
483 Added 5.36%
9,500 $513,000
Q4 2017

Feb 13, 2018
BUY
$48.1 - $53.85 $48,340 - $54,119
1,005 Added 12.54%
9,017 $473,000
Q3 2017

Nov 13, 2017
BUY
$44.01 - $48.31 $352,608 - $387,059
8,012
8,012 $386,000

Others Institutions Holding MS

# of Institutions
2,587
Shares Held
1.33B
Call Options Held
19.3M
Put Options Held
23.8M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $278B
  • 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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