Regal Investment Advisors LLC Morgan Stanley Transaction History

Regal Investment Advisors LLC

$1.29 Billion
Q2 2025

A detailed history of Regal Investment Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Regal Investment Advisors LLC holds 9,679 shares of MS stock, worth $1.43 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,679

Previous 13,630 28.99%

Holding current value

$1.43 Million

Previous $1.59 Million 14.28%

% of portfolio

0.11%

Previous 0.13%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$99.83 - $140.86 $394,428 - $556,537	-3,951 Reduced 28.99%	9,679 $1.36 Million
Q1 2025 May 12, 2025	SELL	$111.68 - $141.08 $822,523 - $1.04 Million	-7,365 Reduced 35.08%	13,630 $1.59 Million
Q4 2024 Feb 13, 2025	BUY	$104.42 - $134.99 $1.37 Million - $1.77 Million	13,087 Added 165.49%	20,995 $2.64 Million
Q3 2024 Nov 12, 2024	BUY	$92.07 - $106.96 $75,773 - $88,028	823 Added 11.62%	7,908 $824,000
Q2 2024 Aug 14, 2024	SELL	$86.19 - $101.53 $2,327 - $2,741	-27 Reduced 0.38%	7,085 $688,000
Q1 2024 May 15, 2024	BUY	$83.9 - $94.16 $260,425 - $292,272	3,104 Added 77.45%	7,112 $669,000
Q4 2023 Feb 14, 2024	BUY	$70.4 - $93.66 $9,011 - $11,988	128 Added 3.3%	4,008 $373,000
Q3 2023 Nov 13, 2023	SELL	$81.65 - $94.67 $1,877 - $2,177	-23 Reduced 0.59%	3,880 $316,000
Q2 2023 Aug 11, 2023	SELL	$81.22 - $91.12 $110,053 - $123,467	-1,355 Reduced 25.77%	3,903 $333,000
Q1 2023 May 11, 2023	SELL	$83.95 - $100.83 $16,957 - $20,367	-202 Reduced 3.7%	5,258 $461,000
Q4 2022 Mar 01, 2023	SELL	$75.3 - $93.04 $8,132 - $10,048	-108 Reduced 1.94%	5,460 $464,000
Q3 2022 Nov 15, 2022	BUY	$21.84 - $90.15 $327 - $1,352	15 Added 0.27%	5,568 $440,000
Q1 2022 May 09, 2022	SELL	$83.31 - $108.73 $416 - $543	-5 Reduced 0.09%	5,553 $486,000
Q4 2021 Feb 10, 2022	BUY	$94.82 - $104.66 $4,930 - $5,442	52 Added 0.94%	5,558 $546,000
Q2 2021 Aug 09, 2021	BUY	$77.29 - $93.96 $425,558 - $517,343	5,506 New	5,506 $505,000
Q1 2021 May 12, 2021	SELL	$67.05 - $84.34 $409,072 - $514,558	-6,101 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$47.26 - $68.53 $288,333 - $418,101	6,101 New	6,101 $418,000
Q3 2020 Nov 13, 2020	SELL	$46.42 - $53.25 $302,658 - $347,190	-6,520 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$31.62 - $50.4 $206,162 - $328,608	6,520 New	6,520 $315,000
Q1 2020 May 12, 2020	SELL	$27.81 - $57.51 $108,681 - $224,749	-3,908 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$39.82 - $51.12 $155,616 - $199,776	3,908 New	3,908 $200,000
Q4 2018 Feb 04, 2019	SELL	$37.01 - $47.27 $175,945 - $224,721	-4,754 Closed	0 $0
Q3 2018 Nov 05, 2018	BUY	$46.57 - $51.05 $221,393 - $242,691	4,754 New	4,754 $221,000
Q2 2018 Aug 10, 2018	SELL	$47.19 - $55.22 $211,316 - $247,275	-4,478 Closed	0 $0
Q4 2017 Feb 06, 2018	SELL	$48.1 - $53.85 $2,693 - $3,015	-56 Reduced 1.24%	4,478 $235,000
Q3 2017 Nov 08, 2017	BUY	$44.01 - $48.31 $199,541 - $219,037	4,534	4,534 $218,000

Others Institutions Holding MS

# of Institutions

2,536

Shares Held

1.34B

Call Options Held

19.3M

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 $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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Regal Investment Advisors LLC Morgan Stanley Transaction History