A detailed history of Avantax Advisory Services, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 74,827 shares of MS stock, worth $7.46 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
74,827
Previous 72,911 2.63%
Holding current value
$7.46 Million
Previous $6.8 Million 3.63%
% of portfolio
0.06%
Previous 0.07%

Shares

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

May 08, 2024

BUY
$83.9 - $94.16 $160,752 - $180,410
1,916 Added 2.63%
74,827 $7.05 Million
Q4 2023

Feb 07, 2024

BUY
$70.4 - $93.66 $474,848 - $631,736
6,745 Added 10.19%
72,911 $6.8 Million
Q3 2023

Nov 07, 2023

BUY
$81.65 - $94.67 $199,226 - $230,994
2,440 Added 3.83%
66,166 $5.4 Million
Q2 2023

Aug 11, 2023

BUY
$81.22 - $91.12 $533,371 - $598,385
6,567 Added 11.49%
63,726 $5.44 Million
Q1 2023

Apr 28, 2023

BUY
$83.95 - $100.83 $1.48 Million - $1.78 Million
17,607 Added 44.52%
57,159 $5.02 Million
Q4 2022

Feb 13, 2023

BUY
$75.3 - $93.04 $69,803 - $86,248
927 Added 2.4%
39,552 $3.36 Million
Q3 2022

Nov 01, 2022

SELL
$21.84 - $90.15 $55,648 - $229,702
-2,548 Reduced 6.19%
38,625 $3.05 Million
Q2 2022

Aug 02, 2022

BUY
$72.9 - $90.61 $6,998 - $8,698
96 Added 0.23%
41,173 $3.13 Million
Q1 2022

Apr 27, 2022

BUY
$83.31 - $108.73 $351,318 - $458,514
4,217 Added 11.44%
41,077 $3.59 Million
Q4 2021

Jan 24, 2022

BUY
$94.82 - $104.66 $120,990 - $133,546
1,276 Added 3.59%
36,860 $3.62 Million
Q3 2021

Oct 21, 2021

BUY
$87.64 - $105.45 $454,062 - $546,336
5,181 Added 17.04%
35,584 $3.46 Million
Q2 2021

Jul 29, 2021

BUY
$77.29 - $93.96 $111,452 - $135,490
1,442 Added 4.98%
30,403 $2.79 Million
Q1 2021

May 13, 2021

BUY
$67.05 - $84.34 $1.52 Million - $1.91 Million
22,658 Added 359.48%
28,961 $2.25 Million
Q4 2020

Jan 22, 2021

SELL
$47.26 - $68.53 $298,588 - $432,972
-6,318 Reduced 50.06%
6,303 $432,000
Q3 2020

Oct 14, 2020

BUY
$46.42 - $53.25 $306,325 - $351,396
6,599 Added 109.58%
12,621 $610,000
Q2 2020

Aug 06, 2020

BUY
$31.62 - $50.4 $190,415 - $303,508
6,022 New
6,022 $289,000
Q1 2020

Apr 30, 2020

SELL
$27.81 - $57.51 $137,631 - $284,616
-4,949 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$39.82 - $51.12 $197,069 - $252,992
4,949 New
4,949 $253,000

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
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