St. Louis Firm Acquires New Shares in Morgan Stanley

St. Louis Financial Planners Asset Management LLC adds to its stake in the financial services provider

Mar. 21, 2026 at 10:39am

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St. Louis Financial Planners Asset Management LLC acquired a new stake of 16,166 shares in Morgan Stanley (NYSE:MS) during the fourth quarter, according to a recent SEC filing. The firm's investment in Morgan Stanley is now valued at approximately $2.87 million, making it the 27th largest holding in the firm's portfolio.

Why it matters

This transaction highlights the continued institutional investor interest in Morgan Stanley, one of the largest global financial services firms. The addition of shares by St. Louis Financial Planners Asset Management LLC suggests the firm sees further upside potential in Morgan Stanley's stock.

The details

According to the SEC filing, St. Louis Financial Planners Asset Management LLC purchased 16,166 shares of Morgan Stanley in the fourth quarter. This new stake represents 1.8% of the firm's total investment portfolio. Morgan Stanley's stock has traded in the range of $94.33 to $192.68 over the past 52 weeks.

  • The new stake was acquired in the fourth quarter of 2025.

The players

St. Louis Financial Planners Asset Management LLC

A financial services firm based in St. Louis, Missouri that provides asset management and investment advisory services.

Morgan Stanley

A global financial services firm headquartered in New York City that provides a broad range of investment banking, securities, wealth management and investment management services.

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The takeaway

This transaction demonstrates the continued institutional investor interest in Morgan Stanley, a leading global financial services firm. The addition of shares by St. Louis Financial Planners Asset Management LLC suggests the firm sees further upside potential in Morgan Stanley's stock.