A detailed history of Evernest Financial Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 4,967 shares of MS stock, worth $613,126. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,967
Previous 5,047 1.59%
Holding current value
$613,126
Previous $490,000 5.51%
% of portfolio
0.14%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$92.07 - $106.96 $7,365 - $8,556
-80 Reduced 1.59%
4,967 $517,000
Q2 2024

Aug 07, 2024

SELL
$86.19 - $101.53 $517 - $609
-6 Reduced 0.12%
5,047 $490,000
Q1 2024

May 10, 2024

BUY
$83.9 - $94.16 $73,496 - $82,484
876 Added 20.97%
5,053 $458 Million
Q4 2023

May 10, 2024

SELL
$70.4 - $93.66 $59,769 - $79,517
-849 Reduced 16.8%
4,204 $392 Million
Q4 2021

Feb 13, 2024

BUY
$94.82 - $104.66 $396,063 - $437,164
4,177 New
4,177 $359 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 $209B
  • 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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