A detailed history of Alta Wealth Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 2,160 shares of MS stock, worth $225,547. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,160
Previous 2,360 8.47%
Holding current value
$225,547
Previous $222,000 5.86%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Jul 24, 2024

SELL
$86.19 - $101.53 $17,238 - $20,306
-200 Reduced 8.47%
2,160 $209,000
Q1 2024

May 01, 2024

BUY
$83.9 - $94.16 $198,004 - $222,217
2,360 New
2,360 $222,000
Q3 2022

Oct 17, 2022

BUY
$21.84 - $90.15 $3,276 - $13,522
150 Added 5.29%
2,988 $236,000
Q1 2022

Apr 27, 2022

BUY
$83.31 - $108.73 $236,433 - $308,575
2,838 New
2,838 $248,000

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 $177B
  • 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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