8,400 Morgan Stanley $MS Shares Bought by Provenance Wealth Advisors LLC

Posted by Stanley Muller on Nov 4th, 2026

Provenance Wealth Advisors LLC lifted its holdings in Morgan Stanley (NYSE:MS – Free Report) by 454.3% during the third quarter, HoldingsChannel reports. The firm owned 10,249 shares of the financial services provider’s stock after purchasing an additional 8,400 shares during the period. Provenance Wealth Advisors LLC’s holdings in Morgan Stanley were worth $1,928,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. TrinityBridge Ltd boosted its position in shares of Morgan Stanley by 153,235.0% in the third quarter. TrinityBridge Ltd now owns 306,670 shares of the financial services provider’s stock valued at $57,689,000 after acquiring an additional 306,470 shares during the period. Lyell Wealth Management LP grew its stake in shares of Morgan Stanley by 1.3% in the third quarter. Lyell Wealth Management LP now owns 112,488 shares of the financial services provider’s stock worth $21,157,000 after acquiring an additional 1,426 shares during the last quarter. Associated Banc Corp bought a new position in Morgan Stanley during the third quarter worth $430,000. Integrity Advisory Solutions LLC increased its position in Morgan Stanley by 8.3% during the third quarter. Integrity Advisory Solutions LLC now owns 4,805 shares of the financial services provider’s stock worth $904,000 after acquiring an additional 368 shares during the period. Finally, Garner Asset Management Corp increased its position in Morgan Stanley by 1.8% during the third quarter. Garner Asset Management Corp now owns 14,002 shares of the financial services provider’s stock worth $2,569,000 after acquiring an additional 242 shares during the period. Institutional investors and hedge funds own 84.19% of the company’s stock.

Morgan Stanley News Roundup

Here are the key news stories impacting Morgan Stanley this week:

Positive Sentiment: UBS raised its price target on Morgan Stanley to $240 from $236 and maintained a Buy rating, implying substantial upside from the reference price in the report. UBS raises Morgan Stanley price target
Positive Sentiment: Morgan Stanley is launching a $2.3 billion Baldwin debt offering. The deal may provide underwriting activity and related fee revenue, although the article listing offers limited detail. Morgan Stanley launches Baldwin debt offering
Neutral Sentiment: Morgan Stanley’s market outlook is divided: one strategist sees the election as a potential “clearing event” that could help the selloff end, while other reports flag risks from election uncertainty and fragile technology-stock buying. The outlook matters to MS because market moves can affect trading and wealth-management activity. Morgan Stanley flags a stock-market turning point
Neutral Sentiment: E*TRADE published its monthly sector-rotation study, highlighting client buying and selling across market sectors; the announcement provides no specific indication of a direct financial impact on MS. E*TRADE sector rotation study
Negative Sentiment: Morgan Stanley strategists have warned that the S&P 500 could face further losses, with one report citing a possible 9% decline and another describing three potential “clearing events.” Persistent volatility could curb investor activity and pressure market-sensitive businesses. Morgan Stanley warns the S&P 500 could drop

Morgan Stanley Stock Performance

Shares of NYSE:MS opened at $185.97 on Wednesday. The business’s fifty day moving average price is $196.97 and its two-hundred day moving average price is $194.33. Morgan Stanley has a fifty-two week low of $152.80 and a fifty-two week high of $232.25. The stock has a market capitalization of $293.33 billion, a price-to-earnings ratio of 14.76, a price-to-earnings-growth ratio of 1.24 and a beta of 1.23. The company has a debt-to-equity ratio of 3.65, a current ratio of 0.79 and a quick ratio of 0.79.

Morgan Stanley (NYSE:MS – Get Free Report) last issued its quarterly earnings data on Wednesday, October 14th. The financial services provider reported $3.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.93 by $0.10. The company had revenue of $20.34 billion during the quarter, compared to analysts’ expectations of $19.93 billion. Morgan Stanley had a return on equity of 19.40% and a net margin of 15.63%. The business’s revenue was up 11.6% on a year-over-year basis. During the same period last year, the business earned $2.80 earnings per share. As a group, analysts predict that Morgan Stanley will post 12.83 EPS for the current fiscal year.

Morgan Stanley Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be paid a dividend of $1.15 per share. This represents a $4.60 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Friday, October 30th. Morgan Stanley’s dividend payout ratio is currently 36.51%.

Wall Street Analyst Weigh In

MS has been the subject of a number of research reports. Zacks Research downgraded shares of Morgan Stanley from a “strong-buy” rating to a “hold” rating in a report on Wednesday, September 30th. Barclays raised their price target on shares of Morgan Stanley from $230.00 to $262.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Weiss Ratings restated a “buy (b)” rating on shares of Morgan Stanley in a report on Tuesday. BMO Capital Markets cut their price objective on shares of Morgan Stanley from $215.00 to $210.00 and set an “outperform” rating for the company in a research report on Monday, October 19th. Finally, Citigroup reduced their target price on shares of Morgan Stanley from $210.00 to $190.00 and set a “neutral” rating for the company in a research note on Thursday, October 15th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $214.81.

Read Our Latest Analysis on Morgan Stanley

Morgan Stanley Company Profile

(Free Report)

Morgan Stanley (NYSE: MS) is a global financial services company that provides investment banking, securities, wealth management and investment management services to corporations, institutions, governments and individual investors. Founded in 1935, the company is headquartered in New York City and serves clients through operations across North America, Europe, Asia-Pacific and other international markets.

Through its Institutional Securities segment, Morgan Stanley offers investment banking, equity and fixed-income sales and trading, research, lending and related capital-markets services.