A detailed history of Advocate Group LLC transactions in Morgan Stanley stock. As of the latest transaction made, Advocate Group LLC holds 84,365 shares of MS stock, worth $11.1 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
84,365
Previous 82,808 1.88%
Holding current value
$11.1 Million
Previous $8.05 Million 9.27%
% of portfolio
1.6%
Previous 1.62%

Shares

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

Oct 08, 2024

BUY
$92.07 - $106.96 $143,352 - $166,536
1,557 Added 1.88%
84,365 $8.79 Million
Q2 2024

Jul 10, 2024

BUY
$86.19 - $101.53 $94,378 - $111,175
1,095 Added 1.34%
82,808 $8.05 Million
Q1 2024

Apr 25, 2024

BUY
$83.9 - $94.16 $697,292 - $782,563
8,311 Added 11.32%
81,713 $7.69 Million
Q4 2023

Jan 19, 2024

SELL
$70.4 - $93.66 $112,006 - $149,013
-1,591 Reduced 2.12%
73,402 $6.84 Million
Q3 2023

Oct 17, 2023

BUY
$81.65 - $94.67 $128,517 - $149,010
1,574 Added 2.14%
74,993 $6.12 Million
Q2 2023

Jul 20, 2023

BUY
$81.22 - $91.12 $153,911 - $172,672
1,895 Added 2.65%
73,419 $6.27 Million
Q1 2023

Apr 19, 2023

SELL
$83.95 - $100.83 $312,965 - $375,894
-3,728 Reduced 4.95%
71,524 $6.28 Million
Q4 2022

Jan 18, 2023

BUY
$75.3 - $93.04 $229,815 - $283,958
3,052 Added 4.23%
75,252 $0
Q3 2022

Oct 19, 2022

BUY
$21.84 - $90.15 $50,690 - $209,238
2,321 Added 3.32%
72,200 $5.71 Million
Q2 2022

Jul 27, 2022

BUY
$72.9 - $90.61 $5.09 Million - $6.33 Million
69,879 New
69,879 $5.32 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 $223B
  • 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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