MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 87,033 Value ($000) $15,451 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 8,685 Value ($000) $1,381 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 8,631 Value ($000) $1,216 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 8,128 Value ($000) $948 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 6,605 Value ($000) $830 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 3,844 Value ($000) $401 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 4,021 Value ($000) $391 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 3,652 Value ($000) $344 Avg Close $83.21 Range $78.09 - $89.78
Q3 2014
Shares 322 Value ($000) $11 Avg Close $24.62 Range $23.01 - $26.95
Q2 2014
Shares 322 Value ($000) $10 Avg Close $22.71 Range $20.81 - $24.20
Q1 2014
Shares 322 Value ($000) $10 Avg Close $22.70 Range $21.15 - $24.60
Q4 2013
Shares 322 Value ($000) $10 Avg Close $21.80 Range $19.35 - $23.37