A detailed history of Addison Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Addison Advisors LLC holds 5,188 shares of MS stock, worth $619,654. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,188
Previous 4,904 5.79%
Holding current value
$619,654
Previous $461,000 9.33%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Aug 05, 2024

BUY
$86.19 - $101.53 $24,477 - $28,834
284 Added 5.79%
5,188 $504,000
Q1 2024

May 06, 2024

BUY
$83.9 - $94.16 $6,544 - $7,344
78 Added 1.62%
4,904 $461,000
Q4 2023

Feb 02, 2024

BUY
$70.4 - $93.66 $15,347 - $20,417
218 Added 4.73%
4,826 $450,000
Q3 2023

Nov 07, 2023

BUY
$81.65 - $94.67 $1,714 - $1,988
21 Added 0.46%
4,608 $376,000
Q2 2023

Aug 03, 2023

BUY
$81.22 - $91.12 $20,142 - $22,597
248 Added 5.72%
4,587 $391,000
Q1 2023

May 09, 2023

BUY
$83.95 - $100.83 $12,676 - $15,225
151 Added 3.61%
4,339 $380,000
Q4 2022

Feb 07, 2023

BUY
$75.3 - $93.04 $10,617 - $13,118
141 Added 3.48%
4,188 $356,000
Q3 2022

Oct 28, 2022

BUY
$21.84 - $90.15 $24,613 - $101,599
1,127 Added 38.6%
4,047 $320,000
Q2 2022

Aug 04, 2022

SELL
$72.9 - $90.61 $8,310 - $10,329
-114 Reduced 3.76%
2,920 $222,000
Q1 2022

Apr 29, 2022

BUY
$83.31 - $108.73 $104,803 - $136,782
1,258 Added 70.83%
3,034 $265,000
Q4 2021

Jan 31, 2022

BUY
$94.82 - $104.66 $146,402 - $161,595
1,544 Added 665.52%
1,776 $174,000
Q4 2020

Feb 02, 2021

BUY
$47.26 - $68.53 $10,964 - $15,898
232 New
232 $16,000

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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