Mutual Advisors, LLC Morgan Stanley Transaction History

Mutual Advisors, LLC

$3.73 Billion
Q2 2025

A detailed history of Mutual Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Mutual Advisors, LLC holds 12,460 shares of MS stock, worth $1.98 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,460

Previous 11,328 9.99%

Holding current value

$1.98 Million

Previous $1.32 Million 32.85%

% of portfolio

0.05%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$99.83 - $140.86 $113,007 - $159,453	1,132 Added 9.99%	12,460 $1.76 Million
Q1 2025 Apr 28, 2025	BUY	$111.68 - $141.08 $57,515 - $72,656	515 Added 4.76%	11,328 $1.32 Million
Q4 2024 Jan 17, 2025	SELL	$104.42 - $134.99 $373,301 - $482,589	-3,575 Reduced 24.85%	10,813 $1.36 Million
Q3 2024 Oct 25, 2024	SELL	$92.07 - $106.96 $154,217 - $179,158	-1,675 Reduced 10.43%	14,388 $1.5 Million
Q2 2024 Jul 30, 2024	BUY	$86.19 - $101.53 $279,255 - $328,957	3,240 Added 25.27%	16,063 $1.56 Million
Q1 2024 May 02, 2024	SELL	$83.9 - $94.16 $1.47 Million - $1.65 Million	-17,473 Reduced 57.67%	12,823 $1.21 Million
Q4 2023 Jan 12, 2024	BUY	$70.4 - $93.66 $436,198 - $580,317	6,196 Added 25.71%	30,296 $2.83 Million
Q3 2023 Nov 13, 2023	BUY	$81.65 - $94.67 $643,238 - $745,810	7,878 Added 48.56%	24,100 $1.97 Million
Q2 2023 Jul 31, 2023	BUY	$81.22 - $91.12 $397,328 - $445,759	4,892 Added 43.18%	16,222 $1.39 Million
Q1 2023 Apr 11, 2023	BUY	$83.95 - $100.83 $119,125 - $143,077	1,419 Added 14.32%	11,330 $994,000
Q4 2022 Jan 12, 2023	BUY	$75.3 - $93.04 $85,917 - $106,158	1,141 Added 13.01%	9,911 $0
Q3 2022 Nov 03, 2022	BUY	$21.84 - $90.15 $37,390 - $154,336	1,712 Added 24.26%	8,770 $693,000
Q2 2022 Aug 15, 2022	BUY	$72.9 - $90.61 $20,849 - $25,914	286 Added 4.22%	7,058 $537,000
Q1 2022 May 09, 2022	BUY	$83.31 - $108.73 $116,883 - $152,548	1,403 Added 26.13%	6,772 $592,000
Q4 2021 Feb 14, 2022	SELL	$94.82 - $104.66 $44,849 - $49,504	-473 Reduced 8.1%	5,369 $527,000
Q3 2021 Nov 15, 2021	SELL	$87.64 - $105.45 $47,062 - $56,626	-537 Reduced 8.42%	5,842 $568,000
Q2 2021 Aug 12, 2021	BUY	$77.29 - $93.96 $28,442 - $34,577	368 Added 6.12%	6,379 $585,000
Q1 2021 May 13, 2021	BUY	$67.05 - $84.34 $57,059 - $71,773	851 Added 16.49%	6,011 $467,000
Q4 2020 Feb 11, 2021	BUY	$47.26 - $68.53 $243,861 - $353,614	5,160 New	5,160 $354,000

Others Institutions Holding MS

# of Institutions

2,558

Shares Held

1.33B

Call Options Held

19.2M

Put Options Held

24M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $270B
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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Mutual Advisors, LLC Morgan Stanley Transaction History