A detailed history of Apexium Financial, LP transactions in Morgan Stanley stock. As of the latest transaction made, Apexium Financial, LP holds 3,250 shares of MS stock, worth $323,862. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,250
Previous 4,082 20.38%
Holding current value
$323,862
Previous $380,000 19.47%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$83.9 - $94.16 $69,804 - $78,341
-832 Reduced 20.38%
3,250 $306,000
Q4 2023

Feb 08, 2024

BUY
$70.4 - $93.66 $87,718 - $116,700
1,246 Added 43.94%
4,082 $380,000
Q3 2023

Oct 24, 2023

SELL
$81.65 - $94.67 $5,552 - $6,437
-68 Reduced 2.34%
2,836 $231,000
Q2 2023

Aug 14, 2023

BUY
$81.22 - $91.12 $235,862 - $264,612
2,904 New
2,904 $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 $169B
  • 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 Apexium Financial, LP Portfolio

Follow Apexium Financial, LP 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 Apexium Financial, LP, based on Form 13F filings with the SEC.

News

Stay updated on Apexium Financial, LP with notifications on news.