A detailed history of Arete Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 4,609 shares of MS stock, worth $620,786. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,609
Previous 4,609 -0.0%
Holding current value
$620,786
Previous $478,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2024

SELL
$92.07 - $106.96 $48,428 - $56,260
-526 Reduced 10.24%
4,609 $478,000
Q2 2024

Aug 13, 2024

BUY
$86.19 - $101.53 $442,585 - $521,356
5,135 New
5,135 $497,000
Q4 2023

Feb 14, 2024

SELL
$70.4 - $93.66 $3,238 - $4,308
-46 Reduced 0.81%
5,636 $525,000
Q3 2023

Oct 30, 2023

BUY
$81.65 - $94.67 $70,872 - $82,173
868 Added 18.03%
5,682 $464,000
Q2 2023

Aug 09, 2023

SELL
$81.22 - $91.12 $49,787 - $55,856
-613 Reduced 11.3%
4,814 $398,000
Q1 2023

May 01, 2023

SELL
$83.95 - $100.83 $27,451 - $32,971
-327 Reduced 5.68%
5,427 $476,000
Q4 2022

Feb 06, 2023

SELL
$75.3 - $93.04 $2,710 - $3,349
-36 Reduced 0.62%
5,754 $489,000
Q3 2022

Nov 07, 2022

BUY
$21.84 - $90.15 $60,824 - $251,067
2,785 Added 92.68%
5,790 $458,000
Q2 2022

Aug 15, 2022

SELL
$72.9 - $90.61 $60,507 - $75,206
-830 Reduced 21.64%
3,005 $229,000
Q1 2022

May 06, 2022

SELL
$83.31 - $108.73 $1,999 - $2,609
-24 Reduced 0.62%
3,835 $297,000
Q4 2021

Feb 07, 2022

BUY
$94.82 - $104.66 $36,031 - $39,770
380 Added 10.92%
3,859 $341,000
Q3 2021

Nov 15, 2021

SELL
$87.64 - $105.45 $10,166 - $12,232
-116 Reduced 3.23%
3,479 $296,000
Q2 2021

Aug 09, 2021

SELL
$77.29 - $93.96 $84,323 - $102,510
-1,091 Reduced 23.28%
3,595 $267,000
Q1 2021

May 10, 2021

BUY
$67.05 - $84.34 $76,772 - $96,569
1,145 Added 32.34%
4,686 $325,000
Q4 2020

Feb 08, 2021

BUY
$47.26 - $68.53 $167,347 - $242,664
3,541 New
3,541 $211,000
Q4 2018

Feb 14, 2019

SELL
$37.01 - $47.27 $235,013 - $300,164
-6,350 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$46.57 - $51.05 $295,719 - $324,167
6,350 New
6,350 $296,000

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 $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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