A detailed history of Caldwell Sutter Capital, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 1,029 shares of MS stock, worth $122,903. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,029
Previous 1,044 1.44%
Holding current value
$122,903
Previous $98.3 Million 1.74%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 22, 2024

SELL
$86.19 - $101.53 $1,292 - $1,522
-15 Reduced 1.44%
1,029 $100 Million
Q4 2023

Jan 19, 2024

BUY
$70.4 - $93.66 $8,096 - $10,770
115 Added 12.38%
1,044 $97.4 Million
Q3 2023

Oct 25, 2023

SELL
$81.65 - $94.67 $3,266 - $3,786
-40 Reduced 4.13%
929 $75.9 Million
Q2 2023

Jul 19, 2023

BUY
$81.22 - $91.12 $60,833 - $68,248
749 Added 340.45%
969 $82.8 Million
Q1 2023

Apr 25, 2023

BUY
$83.95 - $100.83 $18,469 - $22,182
220 New
220 $19.3 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 $202B
  • 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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