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Beta Wealth Group, Inc.
> MS
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | MORGAN STANLEY | MS | 5,800 | 900 | 495,320,000 | 65,100,000 | $85,400.00 |
| 03/31/2023 | MORGAN STANLEY | MS | 4,900 | 900 | 430,220,000 | 429,916,000 | $87,800.00 |
| 06/30/2022 | MORGAN STANLEY | MS | 4,000 | 300 | 304,000 | -19,000 | $76.00 |
| 03/31/2022 | MORGAN STANLEY | MS | 3,700 | 3,700 | 323,000 | 323,000 | $87.30 |
| 09/30/2021 | MORGAN STANLEY | MS | 0 | -2,300 | 0 | -211,000 | |
| 06/30/2021 | MORGAN STANLEY | MS | 2,300 | 2,300 | 211,000 | 211,000 | $91.74 |
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