UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for MS


UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 48.2K shares with a market value of $7.9M. It started holding MS on 2024-09-30. At its peak, it held 48.2K shares on 2026-03-31. Its highest holding value was $8.5M on 2025-12-31. At its lowest, it held 39.5K shares on 2024-09-30, with a value of $4.1M on 2024-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 5.4K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 6.5K.


UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for MS