A detailed history of Alera Investment Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 6,667 shares of MS stock, worth $643,965. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,667
Previous 10,639 37.33%
Holding current value
$643,965
Previous $1 Million 35.36%
% of portfolio
0.08%
Previous 0.14%

Shares

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

Aug 13, 2024

SELL
$86.19 - $101.53 $342,346 - $403,277
-3,972 Reduced 37.33%
6,667 $647,000
Q1 2024

May 10, 2024

SELL
$83.9 - $94.16 $7,970 - $8,945
-95 Reduced 0.89%
10,639 $1 Million
Q4 2023

Jan 23, 2024

SELL
$70.4 - $93.66 $33,792 - $44,956
-480 Reduced 4.28%
10,734 $1 Million
Q3 2023

Oct 11, 2023

BUY
$81.65 - $94.67 $91,774 - $106,409
1,124 Added 11.14%
11,214 $915,000
Q2 2023

Jul 26, 2023

BUY
$81.22 - $91.12 $34,112 - $38,270
420 Added 4.34%
10,090 $861,000
Q1 2023

May 01, 2023

BUY
$83.95 - $100.83 $117,026 - $140,557
1,394 Added 16.84%
9,670 $849,000
Q4 2022

Feb 02, 2023

BUY
$75.3 - $93.04 $310,461 - $383,603
4,123 Added 99.28%
8,276 $703,000
Q3 2022

Nov 09, 2022

BUY
$21.84 - $90.15 $90,701 - $374,392
4,153 New
4,153 $329,000
Q2 2019

Aug 07, 2019

SELL
$40.69 - $48.46 $12,735 - $15,167
-313 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$39.68 - $44.49 $5,356 - $6,006
135 Added 75.84%
313 $13,000
Q4 2018

Feb 14, 2019

BUY
$37.01 - $47.27 $6,587 - $8,414
178 New
178 $7,000

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 $164B
  • 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
Track This Portfolio

Track Alera Investment Advisors, LLC Portfolio

Follow Alera Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alera Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alera Investment Advisors, LLC with notifications on news.