Resurgent Financial Advisors LLC Morgan Stanley Transaction History

Resurgent Financial Advisors LLC

$189 Million
Q3 2025

A detailed history of Resurgent Financial Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 6,200 shares of MS stock, worth $988,589. This represents 0.52% of its overall portfolio holdings.

Number of Shares

6,200

Previous 8,521 27.24%

Holding current value

$988,589

Previous $1.2 Million 17.92%

% of portfolio

0.52%

Previous 0.69%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$139.09 - $161.16 $322,827 - $374,052	-2,321 Reduced 27.24%	6,200 $985,000
Q2 2025 Aug 11, 2025	SELL	$99.83 - $140.86 $337,824 - $476,670	-3,384 Reduced 28.43%	8,521 $1.2 Million
Q1 2025 May 05, 2025	BUY	$111.68 - $141.08 $474,751 - $599,731	4,251 Added 55.54%	11,905 $1.39 Million
Q4 2024 Feb 13, 2025	SELL	$104.42 - $134.99 $19,526 - $25,243	-187 Reduced 2.38%	7,654 $962,000
Q3 2024 Nov 14, 2024	BUY	$92.07 - $106.96 $86,085 - $100,007	935 Added 13.54%	7,841 $817,000

Q2 2024 Aug 14, 2024	SELL	$86.19 - $101.53 $20,599 - $24,265	-239 Reduced 3.34%	6,906 $671,000
Q1 2024 May 10, 2024	SELL	$83.9 - $94.16 $126,940 - $142,464	-1,513 Reduced 17.48%	7,145 $672,000
Q4 2023 Feb 09, 2024	SELL	$70.4 - $93.66 $62,233 - $82,795	-884 Reduced 9.26%	8,658 $807,000
Q3 2023 Nov 13, 2023	BUY	$81.65 - $94.67 $28,822 - $33,418	353 Added 3.84%	9,542 $779,000
Q2 2023 Aug 14, 2023	BUY	$81.22 - $91.12 $45,726 - $51,300	563 Added 6.53%	9,189 $784,000
Q1 2023 May 15, 2023	BUY	$83.95 - $100.83 $58,848 - $70,681	701 Added 8.85%	8,626 $757,000
Q4 2022 Feb 14, 2023	BUY	$75.3 - $93.04 $22,288 - $27,539	296 Added 3.88%	7,925 $673,000
Q3 2022 Nov 14, 2022	BUY	$21.84 - $90.15 $166,617 - $687,754	7,629 New	7,629 $603,000
Q1 2022 May 16, 2022	SELL	$83.31 - $108.73 $994,971 - $1.3 Million	-11,943 Closed	0 $0
Q4 2021 May 16, 2022	BUY	$94.82 - $104.66 $1.13 Million - $1.25 Million	11,943 New	11,943 $1.17 Million

Others Institutions Holding MS

# of Institutions

2,628

Shares Held

1.31B

Call Options Held

17.9M

Put Options Held

25.2M

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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Resurgent Financial Advisors LLC Morgan Stanley Transaction History