U.S. Capital Wealth Advisors, LLC Morgan Stanley Transaction History

U.S. Capital Wealth Advisors, LLC

$3.48 Billion
Q4 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 15,893 shares of MS stock, worth $2.53 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

15,893

Previous 12,103 31.31%

Holding current value

$2.53 Million

Previous $1.92 Million 31.77%

% of portfolio

0.07%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$151.86 - $169.92 $575,549 - $643,996	3,790 Added 31.31%	15,893 $2.53 Million
Q3 2025 Oct 09, 2025	SELL	$139.09 - $161.16 $144,236 - $167,122	-1,037 Reduced 7.89%	12,103 $1.92 Million
Q2 2025 Jul 14, 2025	SELL	$99.83 - $140.86 $1.51 Million - $2.13 Million	-15,097 Reduced 53.47%	13,140 $1.85 Million
Q1 2025 Apr 29, 2025	BUY	$111.68 - $141.08 $728,823 - $920,688	6,526 Added 30.06%	28,237 $3.29 Million
Q4 2024 Jan 24, 2025	SELL	$104.42 - $134.99 $44,900 - $58,045	-430 Reduced 1.94%	21,711 $2.73 Million

Q3 2024 Oct 22, 2024	BUY	$92.07 - $106.96 $41,983 - $48,773	456 Added 2.1%	22,141 $2.31 Million
Q2 2024 Jul 11, 2024	BUY	$86.19 - $101.53 $33,269 - $39,190	386 Added 1.81%	21,685 $2.11 Million
Q1 2024 May 10, 2024	SELL	$83.9 - $94.16 $34,566 - $38,793	-412 Reduced 1.9%	21,299 $2.01 Million
Q4 2023 Feb 06, 2024	SELL	$70.4 - $93.66 $1.16 Million - $1.54 Million	-16,434 Reduced 43.08%	21,711 $2.02 Million
Q3 2023 Oct 19, 2023	BUY	$81.65 - $94.67 $720,969 - $835,936	8,830 Added 30.12%	38,145 $3.12 Million
Q2 2023 Aug 04, 2023	SELL	$81.22 - $91.12 $41,665 - $46,744	-513 Reduced 1.72%	29,315 $2.5 Million
Q1 2023 May 11, 2023	BUY	$83.95 - $100.83 $1.1 Million - $1.33 Million	13,159 Added 78.94%	29,828 $2.62 Million
Q4 2022 Feb 03, 2023	BUY	$75.3 - $93.04 $225 - $279	3 Added 0.02%	16,669 $1.42 Million
Q3 2022 Nov 01, 2022	SELL	$21.84 - $90.15 $565,634 - $2.33 Million	-25,899 Reduced 60.85%	16,666 $1.32 Million
Q2 2022 Aug 12, 2022	SELL	$72.9 - $90.61 $4.79 Million - $5.96 Million	-65,733 Reduced 60.7%	42,565 $3.24 Million
Q1 2022 May 12, 2022	BUY	$83.31 - $108.73 $5.49 Million - $7.17 Million	65,936 Added 155.65%	108,298 $9.47 Million
Q4 2021 Jan 21, 2022	SELL	$94.82 - $104.66 $37,928 - $41,864	-400 Reduced 0.94%	42,362 $4.16 Million
Q3 2021 Nov 01, 2021	BUY	$87.64 - $105.45 $3.75 Million - $4.51 Million	42,762 New	42,762 $4.16 Million

Others Institutions Holding MS

# of Institutions

2,690

Shares Held

1.31B

Call Options Held

16.5M

Put Options Held

23.5M

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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U.S. Capital Wealth Advisors, LLC Morgan Stanley Transaction History