Jared Moskowitz

FL23Member15 filings382 transactions
#DateTickerAssetTypeOwnerAmountDocID
12025-10-10AXPAmerican Express Company Common StockPurchaseSelf$1,001 - $15,00020033421
22025-10-10AXPMorgan Stanley Active Assets (6) American Express Company Common StockPurchaseSelf$1,001 - $15,00020033421
32025-10-10AXPMorgan Stanley Active Assets (5) American Express Company Common StockPurchaseSelf$15,001 - $50,00020033421
42025-10-10AVGOMorgan Stanley Active Assets (1) Broadcom Inc. - Common StockPurchaseSelf$1,001 - $15,00020033421
52025-10-10AVGOMorgan Stanley Active Assets (6) Broadcom Inc. - Common StockPurchaseSelf$1,001 - $15,00020033421
62025-10-10AVGOMorgan Stanley Active Assets (5) Broadcom Inc. - Common StockPurchaseSelf$15,001 - $50,00020033421
72025-10-10CARRCarrier Global Corporation Common StockSaleSelf$1,001 - $15,00020033421
82025-10-10CARRMorgan Stanley Active Assets (6) Carrier Global Corporation Common StockSaleSelf$1,001 - $15,00020033421
92025-10-10CARRMorgan Stanley Active Assets (5) Carrier Global Corporation Common StockSaleSelf$1,001 - $15,00020033421
102025-10-10CSCOMorgan Stanley Active Assets (1) Cisco Systems, Inc. - Common StockPurchaseSelf$1,001 - $15,00020033421
112025-10-10CSCOMorgan Stanley Active Assets (6) Cisco Systems, Inc. - Common StockPurchaseSelf$1,001 - $15,00020033421
122025-10-10CSCOMorgan Stanley Active Assets (5) Cisco Systems, Inc. - Common StockPurchaseSelf$15,001 - $50,00020033421
132025-10-10DELLMorgan Stanley Active Assets (1) Dell Technologies Inc. Class C Common StockPurchaseSelf$1,001 - $15,00020033421
142025-10-10DELLMorgan Stanley Active Assets (6) Dell Technologies Inc. Class C Common StockPurchaseSelf$1,001 - $15,00020033421
152025-10-10DELLMorgan Stanley Active Assets (5) Dell Technologies Inc. Class C Common StockPurchaseSelf$15,001 - $50,00020033421
162025-10-10GSGoldman Sachs Group, Inc.PurchaseSelf$1,001 - $15,00020033421
172025-10-10GSMorgan Stanley Active Assets (6) Goldman Sachs Group, Inc.PurchaseSelf$1,001 - $15,00020033421
182025-10-10GSMorgan Stanley Active Assets (5) Goldman Sachs Group, Inc.PurchaseSelf$15,001 - $50,00020033421
192025-10-10JNJMorgan Stanley Active Assets (1) Johnson & Johnson Common StockSale (partial)Self$1,001 - $15,00020033421
202025-10-10JNJMorgan Stanley Active Assets (6) Johnson & Johnson Common StockSale (partial)Self$1,001 - $15,00020033421
212025-10-10MCKMorgan Stanley Active Assets (5) McKesson Corporation Common StockPurchaseSelf$1,001 - $15,00020033421
222025-10-10SHWMorgan Stanley Active Assets (6) Sherwin-Williams CompanySaleSelf$1,001 - $15,00020033421
232025-10-10SHWMorgan Stanley Active Assets (5) Sherwin-Williams CompanySaleSelf$15,001 - $50,00020033421
242025-10-10SHWMorgan Stanley Active Assets (1) Sherwin-Williams CompanySaleSelf$1,001 - $15,00020033421
252025-10-10Morgan Stanley Active Assets (6) Taiwan SemiconductorPurchaseSelf$1,001 - $15,00020033421
262025-10-10TSMMorgan Stanley Active Assets (5) Taiwan Semiconductor Manufacturing Company Ltd.PurchaseSelf$1,001 - $15,00020033421
272025-10-10TSMMorgan Stanley Active Assets (1) Taiwan Semiconductor Manufacturing Company Ltd.PurchaseSelf$1,001 - $15,00020033421
282025-10-10TXNMorgan Stanley Active Assets (6) Texas Instruments Incorporated - Common StockSaleSelf$1,001 - $15,00020033421
292025-10-10TXNMorgan Stanley Active Assets (5) Texas Instruments Incorporated - Common StockSaleSelf$15,001 - $50,00020033421
302025-10-10TXNMorgan Stanley Active Assets (1) Texas Instruments Incorporated - Common StockSaleSelf$1,001 - $15,00020033421
312025-05-15HCAHCA Healthcare, Inc. Common StockPurchaseSelf$1,001 - $15,00020030455
322025-05-15HCAMorgan Stanley Active Assets (1) HCA Healthcare, Inc. Common StockPurchaseSelf$1,001 - $15,00020030455
332025-05-15CIMorgan Stanley Active Assets (5) The Cigna Group Common StockPurchaseSelf$1,001 - $15,00020030455
342025-05-15CIMorgan Stanley Active Assets (5) The Cigna Group Common StockPurchaseSelf$1,001 - $15,00020030455
352025-05-15UNHMorgan Stanley Active Assets (1) UnitedHealth Group Incorporated Common StockSaleSelf$1,001 - $15,00020030455
362025-05-15UNHMorgan Stanley Active Assets (5) UnitedHealth Group Incorporated Common StockSaleSelf$1,001 - $15,00020030455
372025-05-15UNHUnitedHealth Group Incorporated Common StockSaleSelf$1,001 - $15,00020030455
382025-04-16AMGNMorgan Stanley Active Assets (1) Amgen Inc. - Common StockPurchaseSelf$1,001 - $15,00020030282
392025-04-16AMGNMorgan Stanley Active Assets (5) Amgen Inc. - Common StockPurchaseSelf$1,001 - $15,00020030282
402025-04-16NVDAMorgan Stanley Active Assets (1) NVIDIA Corporation - Common StockPurchaseSelf$1,001 - $15,00020030282
412025-04-16NVDAMorgan Stanley Active Assets (5) NVIDIA Corporation - Common StockPurchaseSelf$1,001 - $15,00020030282
422025-04-10GSMorgan Stanley Active Assets (1) Goldman Sachs Group, Inc.SaleSelf$1,001 - $15,00020030282
432025-04-10GSMorgan Stanley Active Assets (5) Goldman Sachs Group, Inc.SaleSelf$1,001 - $15,00020030282
442025-04-10GSMorgan Stanley Active Assets (6) Goldman Sachs Group, Inc.SaleSelf$15,001 - $50,00020030282
452025-04-10SBUXMorgan Stanley Active Assets (1) Starbucks Corporation - Common StockSaleSelf$1,001 - $15,00020030282
462025-04-10SBUXMorgan Stanley Active Assets (5) Starbucks Corporation - Common StockSaleSelf$1,001 - $15,00020030282
472025-04-10SBUXMorgan Stanley Active Assets (6) Starbucks Corporation - Common StockSaleSelf$1,001 - $15,00020030282
482025-04-07ABBVAbbVie Inc. Common StockPurchaseSelf$1,001 - $15,00020030282
492025-04-07ACNMorgan Stanley Active Assets (1) Accenture plc Class A Ordinary SharesPurchaseSelf$1,001 - $15,00020030282
502025-04-07AMZNMorgan Stanley Active Assets (1) Amazon.com, Inc. - Common StockPurchaseSelf$1,001 - $15,00020030282
512025-04-07ADIMorgan Stanley Active Assets (1) Analog Devices, Inc. - Common StockPurchaseSelf$1,001 - $15,00020030282
522025-04-07CARRCarrier Global Corporation Common StockPurchaseSelf$1,001 - $15,00020030282
532025-04-07CATMorgan Stanley Active Assets (1) Caterpillar, Inc. Common StockPurchaseSelf$1,001 - $15,00020030282
542025-04-07GSMorgan Stanley Active Assets (1) Goldman Sachs Group, Inc.PurchaseSelf$1,001 - $15,00020030282
552025-04-07HONMorgan Stanley Active Assets (1) Honeywell International Inc.PurchaseSelf$1,001 - $15,00020030282
562025-04-07ITWMorgan Stanley Active Assets (1) Illinois Tool Works Inc. Common StockPurchaseSelf$1,001 - $15,00020030282
572025-04-07LECOMorgan Stanley Active Assets (1) Lincoln Electric Holdings, Inc. - Common SharesSaleSelf$1,001 - $15,00020030282
582025-04-07LINMorgan Stanley Active Assets (1) Linde plc - Ordinary SharesPurchaseSelf$1,001 - $15,00020030282
592025-04-07LMTMorgan Stanley Active Assets (1) Lockheed Martin Corporation Common StockPurchaseSelf$1,001 - $15,00020030282
602025-04-07NEEMorgan Stanley Active Assets (1) NextEra Energy, Inc. Common StockSaleSelf$1,001 - $15,00020030282
612025-04-07NVDAMorgan Stanley Active Assets (1) NVIDIA Corporation - Common StockPurchaseSelf$1,001 - $15,00020030282
622025-04-07ORCLMorgan Stanley Active Assets (1) Oracle Corporation Common StockPurchaseSelf$1,001 - $15,00020030282
632025-04-07PEPMorgan Stanley Active Assets (1) Pepsico, Inc.PurchaseSelf$1,001 - $15,00020030282
642025-04-07QCOMMorgan Stanley Active Assets (1) QUALCOMM Incorporated - Common StockPurchaseSelf$1,001 - $15,00020030282
652025-04-07RPMMorgan Stanley Active Assets (1) RPM International Inc. Common StockPurchaseSelf$1,001 - $15,00020030282
662025-04-07SHWMorgan Stanley Active Assets (1) Sherwin-Williams CompanyPurchaseSelf$1,001 - $15,00020030282
672025-04-07SOMorgan Stanley Active Assets (1) Southern CompanyPurchaseSelf$1,001 - $15,00020030282
682025-04-07SYKMorgan Stanley Active Assets (1) Stryker Corporation Common StockPurchaseSelf$1,001 - $15,00020030282
692025-04-07TXNMorgan Stanley Active Assets (1) Texas Instruments Incorporated - Common StockPurchaseSelf$1,001 - $15,00020030282
702025-04-07TJXMorgan Stanley Active Assets (1) TJX Companies, Inc.PurchaseSelf$1,001 - $15,00020030282
712025-04-07TSCOMorgan Stanley Active Assets (1) Tractor Supply Company - Common StockPurchaseSelf$1,001 - $15,00020030282
722025-04-07VMorgan Stanley Active Assets (1) Visa Inc.PurchaseSelf$1,001 - $15,00020030282
732025-03-11AVGOMorgan Stanley Active Assets (6) Broadcom Inc. - Common StockSaleSelf$15,001 - $50,00020029079
742025-03-11NVDANVIDIA Corporation - Common StockPurchaseSelf$1,001 - $15,00020029079
752025-03-10AVGOBroadcom Inc. - Common StockSaleSelf$1,001 - $15,00020029079
762025-03-10AVGOMorgan Stanley Active Assets (5) Broadcom Inc. - Common StockSaleSelf$1,001 - $15,00020029079
772025-03-10ELVMorgan Stanley Active Assets (1) Elevance Health, Inc. Common StockSaleSelf$1,001 - $15,00020029079
782025-03-10ELVMorgan Stanley Active Assets (5) Elevance Health, Inc. Common StockSaleSelf$1,001 - $15,00020029079
792025-03-10ELVMorgan Stanley Active Assets (6) Elevance Health, Inc. Common StockSaleSelf$1,001 - $15,00020029079
802025-03-10NVDAMorgan Stanley Active Assets (1) NVIDIA Corporation - Common StockPurchaseSelf$1,001 - $15,00020029079
812025-03-10NVDAMorgan Stanley Active Assets (5) NVIDIA Corporation - Common StockPurchaseSelf$1,001 - $15,00020029079
822025-03-10NVDAMorgan Stanley Active Assets (6) NVIDIA Corporation - Common StockPurchaseSelf$1,001 - $15,00020029079
832025-03-10GLDWMorgan Stanley Active Assets (1) SPDR Long Dollar Gold TrustPurchaseSelf$1,001 - $15,00020029079
842025-03-10GLDWMorgan Stanley Active Assets (5) SPDR Long Dollar Gold TrustPurchaseSelf$1,001 - $15,00020029079
852025-03-10GLDWMorgan Stanley Active Assets (6) SPDR Long Dollar Gold TrustPurchaseSelf$1,001 - $15,00020029079
862025-03-10TJXMorgan Stanley Active Assets (1) TJX Companies, Inc.PurchaseSelf$1,001 - $15,00020029079
872025-03-10TJXMorgan Stanley Active Assets (5) TJX Companies, Inc.PurchaseSelf$1,001 - $15,00020029079
882025-03-10TJXMorgan Stanley Active Assets (6) TJX Companies, Inc.PurchaseSelf$1,001 - $15,00020029079
892025-02-13WSTWest Pharmaceutical Services, Inc. Common StockSaleSelf$1,001 - $15,00020027896
902025-01-15ABTAbbott Laboratories Common StockSaleSelf$1,001 - $15,00020026731
912025-01-15ABTMorgan Stanley Active Assets (1) Abbott Laboratories Common StockSaleSelf$1,001 - $15,00020026731
922025-01-15ABTMorgan Stanley Active Assets (5) Abbott Laboratories Common StockSaleSelf$1,001 - $15,00020026731
932025-01-15ABBVMorgan Stanley Active Assets (6) AbbVie Inc. Common StockPurchaseSelf$1,001 - $15,00020026731
942025-01-15ABBVMorgan Stanley Active Assets (5) AbbVie Inc. Common StockPurchaseSelf$1,001 - $15,00020026731
952025-01-15CNIMorgan Stanley Active Assets (1) Canadian National Railway Company Common StockSaleSelf$1,001 - $15,00020026731
962025-01-15CNICanadian National Railway Company Common StockSaleSelf$1,001 - $15,00020026731
972025-01-15CNIMorgan Stanley Active Assets (6) Canadian National Railway Company Common StockSaleSelf$1,001 - $15,00020026731
982025-01-15GSMorgan Stanley Active Assets (1) Goldman Sachs Group, Inc.PurchaseSelf$1,001 - $15,00020026731
992025-01-15GSMorgan Stanley Active Assets (1) Goldman Sachs Group, Inc.PurchaseSelf$1,001 - $15,00020026731
1002025-01-15GSMorgan Stanley Active Assets (5) Goldman Sachs Group, Inc.PurchaseSelf$1,001 - $15,00020026731
1012025-01-15MCKMorgan Stanley Active Assets (6) McKesson Corporation Common StockPurchaseSelf$1,001 - $15,00020026731
1022025-01-15MCKMorgan Stanley Active Assets (1) McKesson Corporation Common StockPurchaseSelf$1,001 - $15,00020026731
1032025-01-15MRKMorgan Stanley Active Assets (5) Merck & Company, Inc. Common StockSaleSelf$1,001 - $15,00020026731
1042025-01-15MRKMorgan Stanley Active Assets (5) Merck & Company, Inc. Common StockSaleSelf$1,001 - $15,00020026731
1052025-01-15Morgan Stanley Active Assets (6) Merck & Company, Inc. CommonSaleSelf$1,001 - $15,00020026731
1062025-01-15SYKMorgan Stanley Active Assets (1) Stryker Corporation Common StockPurchaseSelf$1,001 - $15,00020026731
1072025-01-15SYKMorgan Stanley Active Assets (5) Stryker Corporation Common StockPurchaseSelf$1,001 - $15,00020026731
1082024-11-08AOSA.O. Smith Corporation Common StockSaleSelf$1,001 - $15,00020026346
1092024-11-08ACNMorgan Stanley Active Assets (1) Accenture plc Class A Ordinary SharesPurchaseSelf$1,001 - $15,00020026346
1102024-11-08GOOGMorgan Stanley Active Assets (1) Alphabet Inc. - Class C Capital StockPurchaseSelf$1,001 - $15,00020026346
1112024-11-08AMZNMorgan Stanley Active Assets (5) Amazon.com, Inc. - Common StockPurchaseSelf$1,001 - $15,00020026346
1122024-11-08AMZNMorgan Stanley Active Assets (1) Amazon.com, Inc. - Common StockPurchaseSelf$1,001 - $15,00020026346
1132024-11-08AMZNMorgan Stanley Active Assets (6) Amazon.com, Inc. - Common StockPurchaseSelf$1,001 - $15,00020026346
1142024-11-08ADIAnalog Devices, Inc. - Common StockPurchaseSelf$1,001 - $15,00020026346
1152024-11-08ATOMorgan Stanley Active Assets (1) Atmos Energy Corporation Common StockPurchaseSelf$1,001 - $15,00020026346
1162024-11-08BRK.BMorgan Stanley Active Assets (5) Berkshire Hathaway Inc. New Common StockPurchaseSelf$1,001 - $15,00020026346
1172024-11-08AVGOMorgan Stanley Active Assets (5) Broadcom Inc. - Common StockPurchaseSelf$1,001 - $15,00020026346
1182024-11-08AVGOMorgan Stanley Active Assets (6) Broadcom Inc. - Common StockPurchaseSelf$1,001 - $15,00020026346
1192024-11-08CVXMorgan Stanley Active Assets (5) Chevron Corporation Common StockSaleSelf$1,001 - $15,00020026346
1202024-11-08CMIMorgan Stanley Active Assets (1) Cummins Inc. Common StockPurchaseSelf$1,001 - $15,00020026346
1212024-11-08CMIMorgan Stanley Active Assets (6) Cummins Inc. Common StockPurchaseSelf$1,001 - $15,00020026346
1222024-11-08ELVMorgan Stanley Active Assets (5) Elevance Health, Inc. Common StockPurchaseSelf$1,001 - $15,00020026346
1232024-11-08XOMExxon Mobil Corporation Common StockSaleSelf$1,001 - $15,00020026346
1242024-11-08HDMorgan Stanley Active Assets (1) Home Depot, Inc.PurchaseSelf$1,001 - $15,00020026346
1252024-11-08JNJMorgan Stanley Active Assets (1) Johnson & Johnson Common StockPurchaseSelf$1,001 - $15,00020026346
1262024-11-08JPMMorgan Stanley Active Assets (5) JP Morgan Chase & Co. Common StockPurchaseSelf$1,001 - $15,00020026346
1272024-11-08LINMorgan Stanley Active Assets (5) Linde plc - Ordinary SharesPurchaseSelf$1,001 - $15,00020026346
1282024-11-08LINMorgan Stanley Active Assets (6) Linde plc - Ordinary SharesPurchaseSelf$1,001 - $15,00020026346
1292024-11-08LMTMorgan Stanley Active Assets (5) Lockheed Martin Corporation Common StockPurchaseSelf$1,001 - $15,00020026346
1302024-11-08MCDMorgan Stanley Active Assets (5) McDonald's Corporation Common StockPurchaseSelf$1,001 - $15,00020026346
1312024-11-08MRKMorgan Stanley Active Assets (1) Merck & Company, Inc. Common StockPurchaseSelf$1,001 - $15,00020026346
1322024-11-08METAMeta Platforms, Inc. - Class A Common StockPurchaseSelf$1,001 - $15,00020026346
1332024-11-08NVDAMorgan Stanley Active Assets (5) NVIDIA Corporation - Common StockPurchaseSelf$1,001 - $15,00020026346
1342024-11-08ORCLMorgan Stanley Active Assets (5) Oracle Corporation Common StockPurchaseSelf$1,001 - $15,00020026346
1352024-11-08PEPMorgan Stanley Active Assets (1) Pepsico, Inc.PurchaseSelf$1,001 - $15,00020026346
1362024-11-08PEPMorgan Stanley Active Assets (6) Pepsico, Inc.PurchaseSelf$1,001 - $15,00020026346
1372024-11-08QCOMMorgan Stanley Active Assets (5) QUALCOMM Incorporated - Common StockPurchaseSelf$1,001 - $15,00020026346
1382024-11-08SBCFMorgan Stanley Active Assets (1) Seacoast Banking Corporation of Florida - Common StockSaleSelf$15,001 - $50,00020026346
1392024-11-08SBCFMorgan Stanley Active Assets (6) Seacoast Banking Corporation of Florida - Common StockSaleSelf$50,001 - $100,00020026346
1402024-11-08SHWMorgan Stanley Active Assets (5) Sherwin-Williams CompanyPurchaseSelf$1,001 - $15,00020026346
1412024-11-08SHWMorgan Stanley Active Assets (1) Sherwin-Williams CompanyPurchaseSelf$1,001 - $15,00020026346
1422024-11-08SHWMorgan Stanley Active Assets (6) Sherwin-Williams CompanyPurchaseSelf$1,001 - $15,00020026346
1432024-11-08TXNMorgan Stanley Active Assets (5) Texas Instruments Incorporated - Common StockPurchaseSelf$1,001 - $15,00020026346
1442024-11-08XLEMorgan Stanley Active Assets (1) The Energy Select Sector SPDR FundPurchaseSelf$15,001 - $50,00020026346
1452024-11-08TMUST-Mobile US, Inc.PurchaseSelf$1,001 - $15,00020026346
1462024-11-08TSCOMorgan Stanley Active Assets (5) Tractor Supply Company - Common StockPurchaseSelf$1,001 - $15,00020026346
1472024-11-08TSCOMorgan Stanley Active Assets (6) Tractor Supply Company - Common StockPurchaseSelf$1,001 - $15,00020026346
1482024-11-08WSTMorgan Stanley Active Assets (5) West Pharmaceutical Services, Inc. Common StockSaleSelf$1,001 - $15,00020026346
1492024-07-17CMCSAMorgan Stanley Active Assets (6) Comcast Corporation - Class A Common StockSaleSelf$1,001 - $15,00020024672
1502024-07-05ABTAbbott Laboratories Common StockPurchaseSelf$1,001 - $15,00020025680
1512024-07-05ALLMorgan Stanley Active Assets (1) Allstate CorporationSaleSelf$1,001 - $15,00020025680
1522024-07-05AMZNMorgan Stanley Active Assets (1) Amazon.com, Inc. - Common StockPurchaseSelf$1,001 - $15,00020025680
1532024-07-05AMZNMorgan Stanley Active Assets (1) Amazon.com, Inc. - Common StockPurchaseSelf$1,001 - $15,00020025680
1542024-07-05AVGOMorgan Stanley Active Assets (1) Broadcom Inc. - Common StockPurchaseSelf$1,001 - $15,00020025680
1552024-07-05CBMorgan Stanley Active Assets (1) Chubb Limited Common StockPurchaseSelf$1,001 - $15,00020025680
1562024-07-05CMCSAComcast Corporation - Class A Common StockSaleSelf$1,001 - $15,00020025680
1572024-07-05FDSMorgan Stanley Active Assets (1) FactSet Research Systems Inc. Common StockSaleSelf$1,001 - $15,00020025680
1582024-07-05JPMMorgan Stanley Active Assets (1) JP Morgan Chase & Co. Common StockPurchaseSelf$1,001 - $15,00020025680
1592024-07-05LOWMorgan Stanley Active Assets (1) Lowe's Companies, Inc. Common StockSaleSelf$1,001 - $15,00020025680
1602024-07-05MAMorgan Stanley Active Assets (1) Mastercard Incorporated Common StockSaleSelf$1,001 - $15,00020025680
1612024-07-05MDLZMorgan Stanley Active Assets (1) Mondelez International, Inc. - Class A Common StockSaleSelf$1,001 - $15,00020025680
1622024-07-05NOCMorgan Stanley Active Assets (1) Northrop Grumman Corporation Common StockSaleSelf$1,001 - $15,00020025680
1632024-07-05ORCLMorgan Stanley Active Assets (1) Oracle Corporation Common StockPurchaseSelf$1,001 - $15,00020025680
1642024-07-05PNCMorgan Stanley Active Assets (1) PNC Financial Services Group, Inc.SaleSelf$1,001 - $15,00020025680
1652024-07-05SHWSherwin-Williams CompanyPurchaseSelf$1,001 - $15,00020025680
1662024-07-05SHWMorgan Stanley Active Assets (1) Sherwin-Williams CompanyPurchaseSelf$1,001 - $15,00020025680
1672024-07-05SNAMorgan Stanley Active Assets (1) Snap-On Incorporated Common StockSaleSelf$1,001 - $15,00020025680
1682024-07-05SOMorgan Stanley Active Assets (1) Southern CompanyPurchaseSelf$1,001 - $15,00020025680
1692024-07-05TDMorgan Stanley Active Assets (1) Toronto Dominion BankSaleSelf$1,001 - $15,00020025680
1702024-07-05WMMorgan Stanley Active Assets (1) Waste Management, Inc. Common StockPurchaseSelf$1,001 - $15,00020025680
1712024-07-05WECMorgan Stanley Active Assets (1) WEC Energy Group, Inc. Common StockSaleSelf$1,001 - $15,00020025680
1722024-07-05ZTSMorgan Stanley Active Assets (1) Zoetis Inc. Class A Common StockSaleSelf$1,001 - $15,00020025680
1732024-07-05ALLMorgan Stanley Active Assets (6) Allstate CorporationSaleSelf$1,001 - $15,00020024672
1742024-07-05ALLMorgan Stanley Active Assets (5) Allstate CorporationSaleSelf$1,001 - $15,00020024672
1752024-07-05AMZNMorgan Stanley Active Assets (5) Amazon.com, Inc. - Common StockPurchaseSelf$1,001 - $15,00020024672
1762024-07-05AMZNAmazon.com, Inc. - Common StockPurchaseSelf$1,001 - $15,00020024672
1772024-07-05ATOMorgan Stanley Active Assets (6) Atmos Energy Corporation Common StockPurchaseSelf$1,001 - $15,00020024672
1782024-07-05BRK.BMorgan Stanley Active Assets (6) Berkshire Hathaway Inc. New Common StockPurchaseSelf$1,001 - $15,00020024672
1792024-07-05BRK.BMorgan Stanley Active Assets (5) Berkshire Hathaway Inc. New Common StockPurchaseSelf$1,001 - $15,00020024672
1802024-07-05AVGOMorgan Stanley Active Assets (5) Broadcom Inc. - Common StockPurchaseSelf$1,001 - $15,00020024672
1812024-07-05AVGOMorgan Stanley Active Assets (5) Broadcom Inc. - Common StockPurchaseSelf$1,001 - $15,00020024672
1822024-07-05CMCSAMorgan Stanley Active Assets (6) Comcast Corporation - Class A Common StockSaleSelf$1,001 - $15,00020024672
1832024-07-05ELVMorgan Stanley Active Assets (5) Elevance Health, Inc. Common StockPurchaseSelf$1,001 - $15,00020024672
1842024-07-05FDSMorgan Stanley Active Assets (5) FactSet Research Systems Inc. Common StockSaleSelf$1,001 - $15,00020024672
1852024-07-05FDSMorgan Stanley Active Assets (5) FactSet Research Systems Inc. Common StockSaleSelf$1,001 - $15,00020024672
1862024-07-05JPMJP Morgan Chase & Co. Common StockPurchaseSelf$1,001 - $15,00020024672
1872024-07-05LINMorgan Stanley Active Assets (6) Linde plc - Ordinary SharesPurchaseSelf$1,001 - $15,00020024672
1882024-07-05LINMorgan Stanley Active Assets (5) Linde plc - Ordinary SharesPurchaseSelf$1,001 - $15,00020024672
1892024-07-05MAMorgan Stanley Active Assets (5) Mastercard Incorporated Common StockSale (partial)Self$1,001 - $15,00020024672
1902024-07-05MAMorgan Stanley Active Assets (5) Mastercard Incorporated Common StockSaleSelf$1,001 - $15,00020024672
1912024-07-05MDLZMondelez International, Inc. - Class A Common StockSaleSelf$1,001 - $15,00020024672
1922024-07-05NOCMorgan Stanley Active Assets (6) Northrop Grumman Corporation Common StockSaleSelf$1,001 - $15,00020024672
1932024-07-05NVDAMorgan Stanley Active Assets (5) NVIDIA Corporation - Common StockPurchaseSelf$1,001 - $15,00020024672
1942024-07-05NVDAMorgan Stanley Active Assets (5) NVIDIA Corporation - Common StockPurchaseSelf$1,001 - $15,00020024672
1952024-07-05Morgan Stanley Active Assets (6) Oracle Corporation Common StockPurchaseSelf$1,001 - $15,00020024672
1962024-07-05ORCLMorgan Stanley Active Assets (5) Oracle Corporation Common StockPurchaseSelf$1,001 - $15,00020024672
1972024-07-05PNCMorgan Stanley Active Assets (5) PNC Financial Services Group, Inc.SaleSelf$1,001 - $15,00020024672
1982024-07-05ROPMorgan Stanley Active Assets (6) Roper Technologies, Inc.PurchaseSelf$1,001 - $15,00020024672
1992024-07-05SHWMorgan Stanley Active Assets (5) Sherwin-Williams CompanyPurchaseSelf$1,001 - $15,00020024672
2002024-07-05SOMorgan Stanley Active Assets (5) Southern CompanyPurchaseSelf$1,001 - $15,00020024672
2012024-07-05SOMorgan Stanley Active Assets (6) Southern CompanyPurchaseSelf$1,001 - $15,00020024672
2022024-07-05TDMorgan Stanley Active Assets (5) Toronto Dominion BankSaleSelf$1,001 - $15,00020024672
2032024-07-05GWWMorgan Stanley Active Assets (5) W.W. Grainger, Inc. Common StockPurchaseSelf$1,001 - $15,00020024672
2042024-07-05WMMorgan Stanley Active Assets (6) Waste Management, Inc. Common StockSale (partial)Self$1,001 - $15,00020024672
2052024-07-05WECMorgan Stanley Active Assets (5) WEC Energy Group, Inc. Common StockSaleSelf$1,001 - $15,00020024672
2062024-07-05ZTSMorgan Stanley Active Assets (5) Zoetis Inc. Class A Common StockSaleSelf$1,001 - $15,00020024672
2072024-07-05ZTSMorgan Stanley Active Assets (6) Zoetis Inc. Class A Common StockSaleSelf$1,001 - $15,00020024672
2082024-07-01GOOGMorgan Stanley Active Assets (6) Alphabet Inc. - Class C Capital StockPurchaseSelf$1,001 - $15,00020024672
2092024-07-01BBYMorgan Stanley Active Assets (6) Best Buy Co., Inc. Common StockSaleSelf$1,001 - $15,00020024672
2102024-07-01ELVMorgan Stanley Active Assets (6) Elevance Health, Inc. Common StockPurchaseSelf$1,001 - $15,00020024672
2112024-07-01FDSMorgan Stanley Active Assets (5) FactSet Research Systems Inc. Common StockPurchaseSelf$1,001 - $15,00020024672
2122024-07-01JNJMorgan Stanley Active Assets (6) Johnson & Johnson Common StockPurchaseSelf$1,001 - $15,00020024672
2132024-07-01JPMMorgan Stanley Active Assets (6) JP Morgan Chase & Co. Common StockPurchaseSelf$1,001 - $15,00020024672
2142024-07-01LMTMorgan Stanley Active Assets (6) Lockheed Martin Corporation Common StockPurchaseSelf$1,001 - $15,00020024672
2152024-07-01MDLZMorgan Stanley Active Assets (5) Mondelez International, Inc. - Class A Common StockPurchaseSelf$1,001 - $15,00020024672
2162024-07-01NEEMorgan Stanley Active Assets (5) NextEra Energy, Inc. Common StockPurchaseSelf$1,001 - $15,00020024672
2172024-07-01NOCMorgan Stanley Active Assets (6) Northrop Grumman Corporation Common StockSaleSelf$1,001 - $15,00020024672
2182024-07-01PNCMorgan Stanley Active Assets (6) PNC Financial Services Group, Inc.SaleSelf$1,001 - $15,00020024672
2192024-07-01SNAMorgan Stanley Active Assets (5) Snap-On Incorporated Common StockPurchaseSelf$1,001 - $15,00020024672
2202024-07-01TDMorgan Stanley Active Assets (6) Toronto Dominion BankSaleSelf$1,001 - $15,00020024672
2212024-07-01TSCOMorgan Stanley Active Assets (5) Tractor Supply Company - Common StockPurchaseSelf$1,001 - $15,00020024672
2222024-07-01WECMorgan Stanley Active Assets (6) WEC Energy Group, Inc. Common StockSaleSelf$1,001 - $15,00020024672
2232024-02-13ABTtimely reported. Abbott Laboratories Common StockSaleSelf$1,001 - $15,00020025712
2242024-02-13GOOGMorgan Stanley Active Assets (1) Alphabet Inc. - Class C Capital StockPurchaseSelf$1,001 - $15,00020025712
2252024-02-13AAPLMorgan Stanley Active Assets (1) Apple Inc. - Common StockPurchaseSelf$1,001 - $15,00020025712
2262024-02-13ELVMorgan Stanley Active Assets (1) Elevance Health, Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
2272024-02-13LMTMorgan Stanley Active Assets (1) Lockheed Martin Corporation Common StockPurchaseSelf$1,001 - $15,00020025712
2282024-02-13NEEMorgan Stanley Active Assets (1) NextEra Energy, Inc. Common StockSale (partial)Self$1,001 - $15,00020025712
2292024-02-13RPMMorgan Stanley Active Assets (1) RPM International Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
2302024-02-13SPGIMorgan Stanley Active Assets (1) S&P Global Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
2312024-02-13SOMorgan Stanley Active Assets (1) Southern CompanySaleSelf$1,001 - $15,00020025712
2322024-02-13TMUSMorgan Stanley Active Assets (1) T-Mobile US, Inc.PurchaseSelf$1,001 - $15,00020025712
2332024-02-13UNHMorgan Stanley Active Assets (1) UnitedHealth Group Incorporated Common StockPurchaseSelf$1,001 - $15,00020025712
2342024-02-01APDMorgan Stanley Active Assets (1) Air Products and Chemicals, Inc. Common StockSaleSelf$1,001 - $15,00020025712
2352024-02-01ELVMorgan Stanley Active Assets (1) Elevance Health, Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
2362024-02-01FDSMorgan Stanley Active Assets (1) FactSet Research Systems Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
2372024-02-01KMBMorgan Stanley Active Assets (1) Kimberly-Clark Corporation Common StockSaleSelf$1,001 - $15,00020025712
2382024-02-01MDLZMorgan Stanley Active Assets (1) Mondelez International, Inc. - Class A Common StockPurchaseSelf$1,001 - $15,00020025712
2392024-02-01NKEMorgan Stanley Active Assets (1) Nike, Inc. Common StockSaleSelf$1,001 - $15,00020025712
2402024-02-01SNAMorgan Stanley Active Assets (1) Snap-On Incorporated Common StockPurchaseSelf$1,001 - $15,00020025712
2412024-02-01APDAir Products and Chemicals, Inc. Common StockSaleSelf$1,001 - $15,00020024672
2422024-02-01APDMorgan Stanley Active Assets (5) Air Products and Chemicals, Inc. Common StockSaleSelf$1,001 - $15,00020024672
2432024-02-01ELVElevance Health, Inc. Common StockPurchaseSelf$1,001 - $15,00020024672
2442024-02-01FDSMorgan Stanley Active Assets (6) FactSet Research Systems Inc. Common StockPurchaseSelf$1,001 - $15,00020024672
2452024-02-01FDSMorgan Stanley Active Assets (5) FactSet Research Systems Inc. Common StockPurchaseSelf$1,001 - $15,00020024672
2462024-02-01KMBMorgan Stanley Active Assets (5) Kimberly-Clark Corporation Common StockSaleSelf$1,001 - $15,00020024672
2472024-02-01KMBMorgan Stanley Active Assets (5) Kimberly-Clark Corporation Common StockSaleSelf$1,001 - $15,00020024672
2482024-02-01NKEMorgan Stanley Active Assets (5) Nike, Inc. Common StockSaleSelf$1,001 - $15,00020024672
2492024-02-01NKEMorgan Stanley Active Assets (5) Nike, Inc. Common StockSaleSelf$1,001 - $15,00020024672
2502024-02-01SNAMorgan Stanley Active Assets (5) Snap-On Incorporated Common StockPurchaseSelf$1,001 - $15,00020024672
2512023-12-28BROMorgan Stanley Active Assets (1) Brown & Brown, Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
2522023-12-28CATCaterpillar, Inc. Common StockSaleSelf$1,001 - $15,00020025712
2532023-12-28COSTMorgan Stanley Active Assets (1) Costco Wholesale Corporation - Common StockPurchaseSelf$1,001 - $15,00020025712
2542023-12-28LLYEli Lilly and Company Common StockPurchaseSelf$1,001 - $15,00020025712
2552023-12-28HRLMorgan Stanley Active Assets (1) Hormel Foods Corporation Common StockSaleSelf$1,001 - $15,00020025712
2562023-12-28JKHYMorgan Stanley Active Assets (1) Jack Henry & Associates, Inc. - Common StockSaleSelf$1,001 - $15,00020025712
2572023-12-28MCDMorgan Stanley Active Assets (1) McDonald's Corporation Common StockPurchaseSelf$1,001 - $15,00020025712
2582023-12-28MDTMorgan Stanley Active Assets (1) Medtronic plc. Ordinary SharesSaleSelf$1,001 - $15,00020025712
2592023-12-28TMUSMorgan Stanley Active Assets (1) T-Mobile US, Inc.PurchaseSelf$1,001 - $15,00020025712
2602023-12-28WSTMorgan Stanley Active Assets (1) West Pharmaceutical Services, Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
2612023-12-28ZTSMorgan Stanley Active Assets (1) Zoetis Inc. Class A Common StockPurchaseSelf$1,001 - $15,00020025712
2622023-12-28GOOGAlphabet Inc. - Class C Capital StockPurchaseSelf$1,001 - $15,00020024286
2632023-12-28GOOGMorgan Stanley Active Assets (6) Alphabet Inc. - Class C Capital StockPurchaseSelf$1,001 - $15,00020024286
2642023-12-28ADIMorgan Stanley Active Assets (5) Analog Devices, Inc.PurchaseSelf$1,001 - $15,00020024286
2652023-12-28BBYMorgan Stanley Active Assets (5) Best Buy Co., Inc.SaleSelf$1,001 - $15,00020024286
2662023-12-28DGMorgan Stanley Active Assets (6) Dollar General CorporationSaleSelf$1,001 - $15,00020024286
2672023-12-28DGMorgan Stanley Active Assets (6) Dollar General CorporationSaleSelf$1,001 - $15,00020024286
2682023-12-28LLYMorgan Stanley Active Assets (5) Eli Lilly and CompanyPurchaseSelf$1,001 - $15,00020024286
2692023-12-28LLYMorgan Stanley Active Assets (6) Eli Lilly and CompanyPurchaseSelf$1,001 - $15,00020024286
2702023-12-28HRLMorgan Stanley Active Assets (5) Hormel Foods CorporationSaleSelf$1,001 - $15,00020024286
2712023-12-28HRLMorgan Stanley Active Assets (6) Hormel Foods CorporationSaleSelf$1,001 - $15,00020024286
2722023-12-28JKHYMorgan Stanley Active Assets (5) Jack Henry & Associates, Inc.SaleSelf$1,001 - $15,00020024286
2732023-12-28JKHYMorgan Stanley Active Assets (6) Jack Henry & Associates, Inc.SaleSelf$1,001 - $15,00020024286
2742023-12-28MDTMorgan Stanley Active Assets (5) Medtronic plc. Ordinary SharesSaleSelf$1,001 - $15,00020024286
2752023-12-28MDTMorgan Stanley Active Assets (6) Medtronic plc. Ordinary SharesSaleSelf$1,001 - $15,00020024286
2762023-12-28MRKMorgan Stanley Active Assets (5) Merck & Company, Inc. Common StockPurchaseSelf$1,001 - $15,00020024286
2772023-12-28MRKMorgan Stanley Active Assets (6) Merck & Company, Inc. Common StockPurchaseSelf$1,001 - $15,00020024286
2782023-12-28METAMorgan Stanley Active Assets (5) Meta Platforms, Inc. - Class APurchaseSelf$1,001 - $15,00020024286
2792023-12-28METAMorgan Stanley Active Assets (6) Meta Platforms, Inc. - Class APurchaseSelf$1,001 - $15,00020024286
2802023-12-28PFEMorgan Stanley Active Assets (5) Pfizer, Inc.SaleSelf$1,001 - $15,00020024286
2812023-12-28PFEMorgan Stanley Active Assets (6) Pfizer, Inc.SaleSelf$1,001 - $15,00020024286
2822023-12-28ROPMorgan Stanley Active Assets (5) Roper Technologies, Inc.PurchaseSelf$1,001 - $15,00020024286
2832023-12-28ROPMorgan Stanley Active Assets (6) Roper Technologies, Inc.PurchaseSelf$1,001 - $15,00020024286
2842023-12-28SHWMorgan Stanley Active Assets (4) Sherwin-Williams CompanySaleSelf$1,001 - $15,00020024286
2852023-12-28SHWSherwin-Williams CompanySale (partial)Self$1,001 - $15,00020024286
2862023-12-28SYYMorgan Stanley Active Assets (5) Sysco CorporationSaleSelf$1,001 - $15,00020024286
2872023-12-28SYYMorgan Stanley Active Assets (6) Sysco CorporationSaleSelf$1,001 - $15,00020024286
2882023-12-28TMUSMorgan Stanley Active Assets (5) T-Mobile US, Inc.PurchaseSelf$1,001 - $15,00020024286
2892023-12-28TMUSMorgan Stanley Active Assets (6) T-Mobile US, Inc.PurchaseSelf$1,001 - $15,00020024286
2902023-12-28TSCOMorgan Stanley Active Assets (5) Tractor Supply CompanyPurchaseSelf$1,001 - $15,00020024286
2912023-12-28DISMorgan Stanley Active Assets (5) Walt Disney CompanySaleSelf$1,001 - $15,00020024286
2922023-12-28DISMorgan Stanley Active Assets (6) Walt Disney CompanySaleSelf$1,001 - $15,00020024286
2932023-12-28WSTMorgan Stanley Active Assets (5) West Pharmaceutical Services, Inc.PurchaseSelf$1,001 - $15,00020024286
2942023-12-26TMUSMorgan Stanley Active Assets (1) T-Mobile US, Inc.PurchaseSelf$1,001 - $15,00020025712
2952023-12-14SBCFMorgan Stanley Active Assets (5) Seacoast Banking Corporation of FloridaSale (partial)Self$15,001 - $50,00020024286
2962023-12-14SBCFMorgan Stanley Active Assets (3) Seacoast Banking Corporation of FloridaSale (partial)Self$15,001 - $50,00020024286
2972023-09-27CMIMorgan Stanley Active Assets (1) Cummins Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
2982023-09-27RTXMorgan Stanley Active Assets (1) RTX Corporation Common StockSaleSelf$1,001 - $15,00020025712
2992023-09-27TGTMorgan Stanley Active Assets (1) Target Corporation Common StockSaleSelf$1,001 - $15,00020025712
3002023-09-27CMICummins Inc.PurchaseSelf$1,001 - $15,00020023846
3012023-09-27CMIMorgan Stanley Active Assets (5) Cummins Inc.PurchaseSelf$1,001 - $15,00020023846
3022023-09-27TGTMorgan Stanley Active Assets (6) Target CorporationSaleSelf$1,001 - $15,00020023846
3032023-09-27TGTMorgan Stanley Active Assets (5) Target CorporationSaleSelf$1,001 - $15,00020023846
3042023-09-01AAPLMorgan Stanley Active Assets (1) Apple Inc. - Common StockPurchaseSelf$1,001 - $15,00020025712
3052023-09-01ATOMorgan Stanley Active Assets (1) Atmos Energy Corporation Common StockPurchaseSelf$1,001 - $15,00020025712
3062023-09-01LLYMorgan Stanley Active Assets (1) Eli Lilly and Company Common StockPurchaseSelf$1,001 - $15,00020025712
3072023-09-01LINMorgan Stanley Active Assets (1) Linde plc - Ordinary SharesPurchaseSelf$1,001 - $15,00020025712
3082023-09-01MRKMorgan Stanley Active Assets (1) Merck & Company, Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
3092023-09-01MSFTMorgan Stanley Active Assets (1) Microsoft Corporation - Common StockPurchaseSelf$1,001 - $15,00020025712
3102023-09-01NKEMorgan Stanley Active Assets (1) Nike, Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
3112023-09-01PFEMorgan Stanley Active Assets (1) Pfizer, Inc. Common StockSaleSelf$1,001 - $15,00020025712
3122023-09-01SYYMorgan Stanley Active Assets (1) Sysco Corporation Common StockSaleSelf$1,001 - $15,00020025712
3132023-09-01TSCOMorgan Stanley Active Assets (1) Tractor Supply Company - Common StockPurchaseSelf$1,001 - $15,00020025712
3142023-07-14AOSA.O. Smith Corporation Common StockPurchaseSelf$1,001 - $15,00020025712
3152023-07-14ACNMorgan Stanley Active Assets (1) Accenture plc Class A Ordinary SharesPurchaseSelf$1,001 - $15,00020025712
3162023-07-14GOOGAlphabet Inc. - Class C Capital StockPurchaseSelf$1,001 - $15,00020025712
3172023-07-14AMGNMorgan Stanley Active Assets (1) Amgen Inc. - Common StockPurchaseSelf$1,001 - $15,00020025712
3182023-07-14ADIMorgan Stanley Active Assets (1) Analog Devices, Inc. - Common StockPurchaseSelf$1,001 - $15,00020025712
3192023-07-14ADPMorgan Stanley Active Assets (1) Automatic Data Processing, Inc. - Common StockPurchaseSelf$1,001 - $15,00020025712
3202023-07-14BRK.BMorgan Stanley Active Assets (1) Berkshire Hathaway Inc. New Common StockPurchaseSelf$1,001 - $15,00020025712
3212023-07-14CVXMorgan Stanley Active Assets (1) Chevron Corporation Common StockPurchaseSelf$1,001 - $15,00020025712
3222023-07-14CMorgan Stanley Active Assets (1) Citigroup, Inc. Common StockSaleSelf$15,001 - $50,00020025712
3232023-07-14COSTMorgan Stanley Active Assets (1) Costco Wholesale Corporation - Common StockPurchaseSelf$1,001 - $15,00020025712
3242023-07-14DGMorgan Stanley Active Assets (1) Dollar General Corporation Common StockSaleSelf$1,001 - $15,00020025712
3252023-07-14XOMMorgan Stanley Active Assets (1) Exxon Mobil Corporation Common StockPurchaseSelf$1,001 - $15,00020025712
3262023-07-14HDMorgan Stanley Active Assets (1) Home Depot, Inc.PurchaseSelf$1,001 - $15,00020025712
3272023-07-14HRLMorgan Stanley Active Assets (1) Hormel Foods Corporation Common StockPurchaseSelf$1,001 - $15,00020025712
3282023-07-14INTCMorgan Stanley Active Assets (1) Intel Corporation - Common StockSaleSelf$15,001 - $50,00020025712
3292023-07-14Morgan Stanley Active Assets (1) Johnson & Johnson Common StockPurchaseSelf$1,001 - $15,00020025712
3302023-07-14LOWMorgan Stanley Active Assets (1) Lowe's Companies, Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
3312023-07-14MAMorgan Stanley Active Assets (1) Mastercard Incorporated Common StockPurchaseSelf$1,001 - $15,00020025712
3322023-07-14MCDMorgan Stanley Active Assets (1) McDonald's Corporation Common StockPurchaseSelf$1,001 - $15,00020025712
3332023-07-14Morgan Stanley Active Assets (1) Medtronic plc. Ordinary SharesPurchaseSelf$1,001 - $15,00020025712
3342023-07-14MRKMorgan Stanley Active Assets (1) Merck & Company, Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
3352023-07-14MSFTMorgan Stanley Active Assets (1) Microsoft Corporation - Common StockPurchaseSelf$1,001 - $15,00020025712
3362023-07-14NEEMorgan Stanley Active Assets (1) NextEra Energy, Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
3372023-07-14PEPMorgan Stanley Active Assets (1) Pepsico, Inc.PurchaseSelf$1,001 - $15,00020025712
3382023-07-14PGMorgan Stanley Active Assets (1) Procter & Gamble CompanyPurchaseSelf$1,001 - $15,00020025712
3392023-07-14PEGMorgan Stanley Active Assets (1) Public Service Enterprise Group Incorporated Common StockPurchaseSelf$1,001 - $15,00020025712
3402023-07-14RJFMorgan Stanley Active Assets (1) Raymond James Financial, Inc. Common StockSaleSelf$100,001 - $250,00020025712
3412023-07-14ROPMorgan Stanley Active Assets (1) Roper Technologies, Inc.PurchaseSelf$1,001 - $15,00020025712
3422023-07-14SPGIMorgan Stanley Active Assets (1) S&P Global Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
3432023-07-14SOMorgan Stanley Active Assets (1) Southern CompanyPurchaseSelf$1,001 - $15,00020025712
3442023-07-14SBUXMorgan Stanley Active Assets (1) Starbucks Corporation - Common StockPurchaseSelf$1,001 - $15,00020025712
3452023-07-14STEMorgan Stanley Active Assets (1) STERIS plcPurchaseSelf$1,001 - $15,00020025712
3462023-07-14TGTMorgan Stanley Active Assets (1) Target Corporation Common StockPurchaseSelf$1,001 - $15,00020025712
3472023-07-14TXNTexas Instruments Incorporated - Common StockPurchaseSelf$1,001 - $15,00020025712
3482023-07-14UNHMorgan Stanley Active Assets (1) UnitedHealth Group Incorporated Common StockPurchaseSelf$1,001 - $15,00020025712
3492023-07-14VMorgan Stanley Active Assets (1) Visa Inc.PurchaseSelf$1,001 - $15,00020025712
3502023-07-14GWWMorgan Stanley Active Assets (1) W.W. Grainger, Inc. Common StockPurchaseSelf$15,001 - $50,00020025712
3512023-07-14DISMorgan Stanley Active Assets (1) Walt Disney CompanySaleSelf$1,001 - $15,00020025712
3522023-07-14WECMorgan Stanley Active Assets (1) WEC Energy Group, Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
3532023-07-14WSTMorgan Stanley Active Assets (1) West Pharmaceutical Services, Inc. Common StockPurchaseSelf$1,001 - $15,00020025712
3542023-04-14ADIAnalog Devices, Inc.PurchaseSelf$1,001 - $15,00020022887
3552023-04-14KMBMorgan Stanley Active Assets (1) Kimberly-Clark CorporationSale (partial)Self$1,001 - $15,00020022887
3562023-04-14PEGMorgan Stanley Active Assets (1) Public Service Enterprise Group IncorporatedSale (partial)Self$1,001 - $15,00020022887
3572023-04-14ROPMorgan Stanley Active Assets (1) Roper Technologies, Inc.PurchaseSelf$1,001 - $15,00020022887
3582023-04-14SHWMorgan Stanley Active Assets (1) Sherwin-Williams CompanySaleSelf$1,001 - $15,00020022887
3592023-03-27ADIAnalog Devices, Inc.PurchaseSelf$1,001 - $15,00020022682
3602023-03-27ADIMorgan Stanley Active Assets (6) Analog Devices, Inc.PurchaseSelf$1,001 - $15,00020022682
3612023-03-27ADIMorgan Stanley Active Assets (1) Analog Devices, Inc.PurchaseSelf$1,001 - $15,00020022682
3622023-03-10SBCFMorgan Stanley Active Assets (5) Seacoast Banking Corporation of FloridaSale (partial)Self$15,001 - $50,00020022682
3632023-03-10SBCFMorgan Stanley Active Assets (4) Seacoast Banking Corporation of FloridaSale (partial)Self$50,001 - $100,00020022682
3642023-02-24BBYBest Buy Co., Inc.SaleSelf$1,001 - $15,00020022533
3652023-02-24MRKMorgan Stanley Active Assets (6) Merck & Company, Inc. Common StockPurchaseSelf$1,001 - $15,00020022533
3662023-02-24NEEMorgan Stanley Active Assets (1) NextEra Energy, Inc.PurchaseSelf$1,001 - $15,00020022533
3672023-02-24PEPMorgan Stanley Active Assets (1) Pepsico, Inc.PurchaseSelf$1,001 - $15,00020022533
3682023-02-24PFEMorgan Stanley Active Assets (1) Pfizer, Inc.Sale (partial)Self$1,001 - $15,00020022533
3692023-02-24PEGPublic Service Enterprise Group IncorporatedPurchaseSelf$1,001 - $15,00020022533
3702023-02-24SPGIMorgan Stanley Active Assets (1) S&P Global Inc.PurchaseSelf$1,001 - $15,00020022533
3712023-02-21BROMorgan Stanley Active Assets (1) Brown & Brown, Inc.PurchaseSelf$1,001 - $15,00020022533
3722023-02-21CBMorgan Stanley Active Assets (5) Chubb LimitedPurchaseSelf$1,001 - $15,00020022533
3732023-02-21COSTMorgan Stanley Active Assets (5) Costco Wholesale CorporationPurchaseSelf$1,001 - $15,00020022533
3742023-02-21DGMorgan Stanley Active Assets (5) Dollar General CorporationPurchaseSelf$1,001 - $15,00020022533
3752023-02-21HRLMorgan Stanley Active Assets (5) Hormel Foods CorporationPurchaseSelf$1,001 - $15,00020022533
3762023-02-21ITWMorgan Stanley Active Assets (5) Illinois Tool Works Inc.PurchaseSelf$1,001 - $15,00020022533
3772023-02-21PNCMorgan Stanley Active Assets (1) PNC Financial Services Group, Inc.PurchaseSelf$1,001 - $15,00020022533
3782023-02-21PNCMorgan Stanley Active Assets (6) PNC Financial Services Group, Inc.PurchaseSelf$1,001 - $15,00020022533
3792023-02-21SPGIMorgan Stanley Active Assets (1) S&P Global Inc.PurchaseSelf$1,001 - $15,00020022533
3802023-02-13INTCMorgan Stanley Active Assets (5) Intel CorporationSaleSelf$1,001 - $15,00020022533
3812023-02-13INTCMorgan Stanley Active Assets (5) Intel CorporationSaleSelf$1,001 - $15,00020022533
3822023-02-13INTCMorgan Stanley Active Assets (1) Intel CorporationSaleSelf$1,001 - $15,00020022533