A detailed history of Adviser Investments LLC transactions in Morgan Stanley stock. As of the latest transaction made, Adviser Investments LLC holds 5,433 shares of MS stock, worth $677,929. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,433
Previous 5,159 5.31%
Holding current value
$677,929
Previous $501,000 12.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

BUY
$92.07 - $106.96 $25,227 - $29,307
274 Added 5.31%
5,433 $566,000
Q2 2024

Aug 12, 2024

BUY
$86.19 - $101.53 $181,516 - $213,822
2,106 Added 68.98%
5,159 $501,000
Q1 2024

Apr 29, 2024

SELL
$83.9 - $94.16 $31,043 - $34,839
-370 Reduced 10.81%
3,053 $287,000
Q4 2023

Feb 01, 2024

BUY
$70.4 - $93.66 $240,979 - $320,598
3,423 New
3,423 $319,000
Q1 2020

Apr 08, 2020

SELL
$27.81 - $57.51 $193,724 - $400,614
-6,966 Closed
0 $0
Q2 2019

Aug 12, 2019

SELL
$40.69 - $48.46 $13,020 - $15,507
-320 Reduced 4.39%
6,966 $305,000
Q4 2018

Jan 25, 2019

SELL
$37.01 - $47.27 $12,694 - $16,213
-343 Reduced 4.5%
7,286 $289,000
Q2 2018

Aug 02, 2018

BUY
$47.19 - $55.22 $15,100 - $17,670
320 Added 4.38%
7,629 $362,000
Q4 2017

Feb 12, 2018

BUY
$48.1 - $53.85 $2,068 - $2,315
43 Added 0.59%
7,309 $384,000
Q3 2017

Oct 23, 2017

BUY
$44.01 - $48.31 $319,776 - $351,020
7,266
7,266 $350,000

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 $211B
  • 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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