Simon Quick Advisors, LLC Morgan Stanley Transaction History

Simon Quick Advisors, LLC

  • $2.45 Billion
  • Q2 2025

A detailed history of Simon Quick Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 56,446 shares of MS stock, worth $8.08 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
56,446
Previous 46,320 21.86%
Holding current value
$8.08 Million
Previous $5.4 Million 47.11%
% of portfolio
0.32%
Previous 0.31%

Shares

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

Aug 04, 2025
BUY
$99.83 - $140.86 $1.01 Million - $1.43 Million
10,126 Added 21.86%
56,446 $7.95 Million
Q1 2025

Apr 15, 2025
SELL
$111.68 - $141.08 $326,887 - $412,941
-2,927 Reduced 5.94%
46,320 $5.4 Million
Q4 2024

Jan 17, 2025
BUY
$104.42 - $134.99 $81,029 - $104,752
776 Added 1.6%
49,247 $6.19 Million
Q3 2024

Oct 15, 2024
BUY
$92.07 - $106.96 $79,272 - $92,092
861 Added 1.81%
48,471 $5.05 Million
Q2 2024

Aug 02, 2024
BUY
$86.19 - $101.53 $101,876 - $120,008
1,182 Added 2.55%
47,610 $4.63 Million
Q1 2024

Apr 19, 2024
BUY
$83.9 - $94.16 $54,115 - $60,733
645 Added 1.41%
46,428 $4.37 Million
Q4 2023

Jan 16, 2024
SELL
$70.4 - $93.66 $48,857 - $65,000
-694 Reduced 1.49%
45,783 $4.27 Million
Q3 2023

Oct 24, 2023
BUY
$81.65 - $94.67 $68,586 - $79,522
840 Added 1.84%
46,477 $3.8 Million
Q2 2023

Aug 01, 2023
BUY
$81.22 - $91.12 $2,436 - $2,733
30 Added 0.07%
45,637 $3.9 Million
Q1 2023

May 15, 2023
BUY
$83.95 - $100.83 $85,461 - $102,644
1,018 Added 2.28%
45,607 $4 Million
Q4 2022

Jan 30, 2023
SELL
$75.3 - $93.04 $5,496 - $6,791
-73 Reduced 0.16%
44,589 $3.79 Million
Q3 2022

Nov 07, 2022
BUY
$21.84 - $90.15 $10,679 - $44,083
489 Added 1.11%
44,662 $3.53 Million
Q2 2022

Aug 08, 2022
BUY
$72.9 - $90.61 $3.11 Million - $3.87 Million
42,709 Added 2917.28%
44,173 $3.81 Million
Q1 2022

May 05, 2022
BUY
$83.31 - $108.73 $113,468 - $148,090
1,362 Added 1335.29%
1,464 $128,000
Q4 2021

Feb 08, 2022
SELL
$94.82 - $104.66 $740,164 - $816,975
-7,806 Reduced 98.71%
102 $10,000
Q3 2021

Oct 27, 2021
BUY
$87.64 - $105.45 $676,405 - $813,863
7,718 Added 4062.11%
7,908 $769,000
Q2 2021

Jul 21, 2021
BUY
$77.29 - $93.96 $6,801 - $8,268
88 Added 86.27%
190 $17,000
Q1 2021

May 06, 2021
SELL
$67.05 - $84.34 $3,955 - $4,976
-59 Reduced 36.65%
102 $7,000
Q4 2020

Jan 27, 2021
SELL
$47.26 - $68.53 $43,290 - $62,773
-916 Reduced 85.05%
161 $11,000
Q3 2020

Oct 26, 2020
BUY
$46.42 - $53.25 $31,101 - $35,677
670 Added 164.62%
1,077 $52,000
Q2 2020

Aug 04, 2020
SELL
$31.62 - $50.4 $127,555 - $203,313
-4,034 Reduced 90.84%
407 $20,000
Q1 2020

Apr 09, 2020
BUY
$27.81 - $57.51 $32,426 - $67,056
1,166 Added 35.6%
4,441 $151,000
Q4 2019

Jan 06, 2020
SELL
$39.82 - $51.12 $122,247 - $156,938
-3,070 Reduced 48.38%
3,275 $167,000
Q3 2019

Oct 16, 2019
BUY
$39.1 - $45.74 $224,394 - $262,501
5,739 Added 947.03%
6,345 $271,000
Q2 2019

Aug 05, 2019
BUY
$40.69 - $48.46 $18,107 - $21,564
445 Added 276.4%
606 $0
Q4 2018

Jan 29, 2019
BUY
$37.01 - $47.27 $5,958 - $7,610
161 New
161 $6,000
Q3 2018

Oct 29, 2018
SELL
$46.57 - $51.05 $82,382 - $90,307
-1,769 Closed
0 $0
Q2 2018

Aug 10, 2018
SELL
$47.19 - $55.22 $1.55 Million - $1.81 Million
-32,812 Reduced 94.88%
1,769 $83,000
Q1 2018

May 07, 2018
SELL
$51.79 - $58.91 $134,446 - $152,930
-2,596 Reduced 6.98%
34,581 $1.87 Million
Q4 2017

Feb 13, 2018
SELL
$48.1 - $53.85 $401,105 - $449,055
-8,339 Reduced 18.32%
37,177 $2.1 Million
Q3 2017

Nov 06, 2017
BUY
$44.01 - $48.31 $83,398 - $91,547
1,895 Added 4.34%
45,516 $2.19 Million
Q2 2017

Aug 11, 2017
BUY
N/A
43,621
43,621 $1.94 Million

Others Institutions Holding MS

# of Institutions
2,483
Shares Held
1.33B
Call Options Held
17.9M
Put Options Held
28.5M
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 $243B
  • 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
Track This Portfolio

Track Simon Quick Advisors, LLC Portfolio

Follow Simon Quick Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email