A detailed history of Affinity Investment Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Affinity Investment Advisors, LLC holds 6,762 shares of MS stock, worth $910,773. This represents 0.48% of its overall portfolio holdings.

Number of Shares
6,762
Previous 6,732 0.45%
Holding current value
$910,773
Previous $654,000 7.65%
% of portfolio
0.48%
Previous 0.49%

Shares

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

Oct 28, 2024

BUY
$92.07 - $106.96 $2,762 - $3,208
30 Added 0.45%
6,762 $704,000
Q2 2024

Aug 13, 2024

SELL
$86.19 - $101.53 $775 - $913
-9 Reduced 0.13%
6,732 $654,000
Q1 2024

May 03, 2024

SELL
$83.9 - $94.16 $3,356 - $3,766
-40 Reduced 0.59%
6,741 $634,000
Q4 2023

Feb 09, 2024

SELL
$70.4 - $93.66 $63,430 - $84,387
-901 Reduced 11.73%
6,781 $632,000
Q3 2023

Oct 26, 2023

SELL
$81.65 - $94.67 $19,596 - $22,720
-240 Reduced 3.03%
7,682 $627,000
Q2 2023

Aug 10, 2023

SELL
$81.22 - $91.12 $345,103 - $387,168
-4,249 Reduced 34.91%
7,922 $676,000
Q1 2023

May 05, 2023

SELL
$83.95 - $100.83 $40,463 - $48,600
-482 Reduced 3.81%
12,171 $1.07 Million
Q3 2022

Nov 08, 2022

SELL
$21.84 - $90.15 $477,487 - $1.97 Million
-21,863 Reduced 63.34%
12,653 $1 Million
Q2 2022

Jul 27, 2022

BUY
$72.9 - $90.61 $56,351 - $70,041
773 Added 2.29%
34,516 $2.63 Million
Q1 2022

May 05, 2022

SELL
$83.31 - $108.73 $150,541 - $196,475
-1,807 Reduced 5.08%
33,743 $2.95 Million
Q4 2021

Feb 04, 2022

SELL
$94.82 - $104.66 $58,124 - $64,156
-613 Reduced 1.7%
35,550 $3.49 Million
Q3 2021

Nov 08, 2021

SELL
$87.64 - $105.45 $53,635 - $64,535
-612 Reduced 1.66%
36,163 $3.52 Million
Q2 2021

Aug 09, 2021

SELL
$77.29 - $93.96 $1.77 Million - $2.15 Million
-22,883 Reduced 38.36%
36,775 $3.37 Million
Q1 2021

May 13, 2021

SELL
$67.05 - $84.34 $322,845 - $406,097
-4,815 Reduced 7.47%
59,658 $4.63 Million
Q4 2020

Feb 12, 2021

BUY
$47.26 - $68.53 $34,688 - $50,301
734 Added 1.15%
64,473 $4.42 Million
Q3 2020

Nov 13, 2020

BUY
$46.42 - $53.25 $124,544 - $142,869
2,683 Added 4.39%
63,739 $3.08 Million
Q2 2020

Aug 13, 2020

SELL
$31.62 - $50.4 $609,317 - $971,208
-19,270 Reduced 23.99%
61,056 $2.95 Million
Q1 2020

May 15, 2020

BUY
$27.81 - $57.51 $74,558 - $154,184
2,681 Added 3.45%
80,326 $2.73 Million
Q4 2019

Feb 13, 2020

SELL
$39.82 - $51.12 $1.12 Million - $1.44 Million
-28,162 Reduced 26.62%
77,645 $3.97 Million
Q3 2019

Nov 12, 2019

SELL
$39.1 - $45.74 $386,933 - $452,643
-9,896 Reduced 8.55%
105,807 $4.52 Million
Q2 2019

Aug 08, 2019

SELL
$40.69 - $48.46 $2.59 Million - $3.09 Million
-63,681 Reduced 35.5%
115,703 $5.07 Million
Q1 2019

May 07, 2019

SELL
$39.68 - $44.49 $2.58 Million - $2.89 Million
-65,023 Reduced 26.6%
179,384 $7.57 Million
Q4 2018

Feb 05, 2019

SELL
$37.01 - $47.27 $1.04 Million - $1.32 Million
-28,011 Reduced 10.28%
244,407 $9.69 Million
Q3 2018

Nov 09, 2018

BUY
$46.57 - $51.05 $1.96 Million - $2.15 Million
42,186 Added 18.32%
272,418 $12.7 Million
Q2 2018

Aug 07, 2018

SELL
$47.19 - $55.22 $2.36 Million - $2.76 Million
-50,018 Reduced 17.85%
230,232 $10.9 Million
Q1 2018

May 08, 2018

BUY
$51.79 - $58.91 $397,798 - $452,487
7,681 Added 2.82%
280,250 $15.1 Million
Q4 2017

Feb 07, 2018

BUY
$48.1 - $53.85 $13.1 Million - $14.7 Million
272,569
272,569 $14.3 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 $228B
  • 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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