Trifecta Capital Advisors, LLC Morgan Stanley Transaction History
Trifecta Capital Advisors, LLC
- $658 Billion
- Q3 2025
A detailed history of Trifecta Capital Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 56,413 shares of MS stock, worth $9 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
56,413
Previous 55,778
1.14%
Holding current value
$9 Million
Previous $7.86 Billion
14.13%
% of portfolio
1.36%
Previous 1.31%
Shares
12 transactions
Others Institutions Holding MS
# of Institutions
2,629Shares Held
1.31BCall Options Held
18MPut Options Held
25.2M-
Mitsubishi Ufj Financial Group Inc377MShares$60.1 Billion0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA118MShares$18.9 Billion0.29% of portfolio
-
State Street Corp Boston, MA103MShares$16.5 Billion0.59% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$13.5 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY37.4MShares$5.97 Billion0.39% of portfolio
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...