First Foundation Advisors Morgan Stanley Transaction History

First Foundation Advisors

$2.62 Billion
Q3 2025

A detailed history of First Foundation Advisors transactions in Morgan Stanley stock. As of the latest transaction made, First Foundation Advisors holds 6,034 shares of MS stock, worth $962,121. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,034

Previous 4,786 26.08%

Holding current value

$962,121

Previous $674,000 42.28%

% of portfolio

0.04%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$139.09 - $161.16 $173,584 - $201,127	1,248 Added 26.08%	6,034 $959,000
Q2 2025 Aug 13, 2025	SELL	$99.83 - $140.86 $74,872 - $105,645	-750 Reduced 13.55%	4,786 $674,000
Q1 2025 May 07, 2025	BUY	$111.68 - $141.08 $2,680 - $3,385	24 Added 0.44%	5,536 $645,000
Q4 2024 Feb 13, 2025	SELL	$104.42 - $134.99 $128,018 - $165,497	-1,226 Reduced 18.2%	5,512 $692,000
Q3 2024 Nov 13, 2024	BUY	$92.07 - $106.96 $57,175 - $66,422	621 Added 10.15%	6,738 $702,000

Q2 2024 Aug 06, 2024	SELL	$86.19 - $101.53 $34,820 - $41,018	-404 Reduced 6.2%	6,117 $594,000
Q1 2024 May 09, 2024	SELL	$83.9 - $94.16 $15,185 - $17,042	-181 Reduced 2.7%	6,521 $614,000
Q4 2023 Feb 14, 2024	SELL	$70.4 - $93.66 $238,867 - $317,788	-3,393 Reduced 33.61%	6,702 $624,000
Q3 2023 Nov 15, 2023	BUY	$81.65 - $94.67 $106,145 - $123,071	1,300 Added 14.78%	10,095 $824,000
Q2 2023 Aug 14, 2023	BUY	$81.22 - $91.12 $34,274 - $38,452	422 Added 5.04%	8,795 $751,000
Q1 2023 May 12, 2023	BUY	$83.95 - $100.83 $211,889 - $254,494	2,524 Added 43.15%	8,373 $735,000
Q4 2022 Feb 14, 2023	BUY	$75.3 - $93.04 $36,746 - $45,403	488 Added 9.1%	5,849 $497,000
Q3 2022 Nov 10, 2022	BUY	$21.84 - $90.15 $31,100 - $128,373	1,424 Added 36.17%	5,361 $424,000
Q2 2022 Aug 12, 2022	SELL	$72.9 - $90.61 $26,608 - $33,072	-365 Reduced 8.48%	3,937 $299,000
Q1 2022 May 05, 2022	BUY	$83.31 - $108.73 $71,313 - $93,072	856 Added 24.84%	4,302 $376,000
Q4 2021 Feb 14, 2022	BUY	$94.82 - $104.66 $74,244 - $81,948	783 Added 29.4%	3,446 $338,000
Q3 2021 Nov 15, 2021	BUY	$87.64 - $105.45 $5,170 - $6,221	59 Added 2.27%	2,663 $259,000
Q2 2021 Aug 13, 2021	BUY	$77.29 - $93.96 $201,263 - $244,671	2,604 New	2,604 $239,000

Others Institutions Holding MS

# of Institutions

2,625

Shares Held

1.31B

Call Options Held

17.4M

Put Options Held

24.6M

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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First Foundation Advisors Morgan Stanley Transaction History