A detailed history of Beverly Hills Private Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 18,374 shares of MS stock, worth $1.98 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
18,374
Previous 14,381 27.77%
Holding current value
$1.98 Million
Previous $1.35 Billion 31.88%
% of portfolio
0.39%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$86.19 - $101.53 $344,156 - $405,409
3,993 Added 27.77%
18,374 $1.79 Billion
Q1 2024

May 08, 2024

BUY
$83.9 - $94.16 $500,379 - $561,570
5,964 Added 70.86%
14,381 $1.35 Billion
Q4 2023

Jan 29, 2024

BUY
$70.4 - $93.66 $264,070 - $351,318
3,751 Added 80.39%
8,417 $785 Million
Q3 2023

Nov 08, 2023

SELL
$81.65 - $94.67 $5,960 - $6,910
-73 Reduced 1.54%
4,666 $381 Million
Q2 2023

Aug 09, 2023

BUY
$81.22 - $91.12 $384,901 - $431,817
4,739 New
4,739 $421 Million

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $183B
  • Description
  • Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Secu...
More about MS
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