MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 41,722 Value ($000) $7,407 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 25,482 Value ($000) $4,051 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 23,649 Value ($000) $3,331 Avg Close $120.96 Range $92.37 - $140.07
Q4 2024
Shares 14,844 Value ($000) $1,866 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 14,117 Value ($000) $1,472 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 13,054 Value ($000) $1,269 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 10,884 Value ($000) $1,025 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 10,082 Value ($000) $867 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 8,007 Value ($000) $633 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 8,373 Value ($000) $715 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 9,768 Value ($000) $828 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 4,390 Value ($000) $373 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 3,739 Value ($000) $307 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 3,889 Value ($000) $296 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 3,923 Value ($000) $322 Avg Close $84.62 Range $72.05 - $96.45
Q3 2021
Shares 1,640 Value ($000) $160 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 1,380 Value ($000) $127 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 1,081 Value ($000) $84 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 971 Value ($000) $67 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 871 Value ($000) $42 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 871 Value ($000) $42 Avg Close $35.21 Range $25.96 - $43.57
Q1 2020
Shares 308 Value ($000) $10 Avg Close $39.15 Range $22.66 - $47.65
Q4 2019
Shares 308 Value ($000) $16 Avg Close $39.09 Range $32.28 - $42.57
Q3 2019
Shares 448 Value ($000) $19 Avg Close $35.02 Range $31.84 - $37.33
Q2 2019
Shares 392 Value ($000) $17 Avg Close $36.28 Range $32.95 - $39.67
Q1 2019
Shares 392 Value ($000) $17 Avg Close $34.01 Range $31.17 - $36.36
Q4 2018
Shares 340 Value ($000) $13 Avg Close $35.01 Range $29.55 - $38.29
Q3 2018
Shares 635 Value ($000) $30 Avg Close $38.94 Range $36.75 - $40.98
Q2 2018
Shares 435 Value ($000) $21 Avg Close $41.43 Range $37.41 - $44.18
Q1 2018
Shares 495 Value ($000) $27 Avg Close $43.68 Range $39.53 - $46.93
Q4 2017
Shares 1,472 Value ($000) $77 Avg Close $39.73 Range $37.31 - $42.69
Q3 2017
Shares 540 Value ($000) $26 Avg Close $36.26 Range $34.33 - $38.29
Q2 2017
Shares 140 Value ($000) $6 Avg Close $33.54 Range $31.40 - $35.81
Q1 2017
Shares 416 Value ($000) $18 Avg Close $34.36 Range $31.06 - $36.70