A detailed history of Bank Julius Baer & Co. Ltd, Zurich transactions in Morgan Stanley stock. As of the latest transaction made, Bank Julius Baer & Co. Ltd, Zurich holds 2,521 shares of MS stock, worth $340,309. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,521
Previous 1,864 35.25%
Holding current value
$340,309
Previous $181,000 44.75%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$92.07 - $106.96 $60,489 - $70,272
657 Added 35.25%
2,521 $262,000
Q2 2024

Aug 14, 2024

BUY
$86.19 - $101.53 $91,792 - $108,129
1,065 Added 133.29%
1,864 $181,000
Q1 2024

May 14, 2024

SELL
$83.9 - $94.16 $115,026 - $129,093
-1,371 Reduced 63.18%
799 $75,000
Q4 2023

May 16, 2024

BUY
$70.4 - $93.66 $96,518 - $128,407
1,371 Added 171.59%
2,170 $202,000
Q4 2023

Feb 02, 2024

BUY
$70.4 - $93.66 $95,814 - $127,471
1,361 Added 168.23%
2,170 $202,000
Q3 2023

Nov 13, 2023

SELL
$81.65 - $94.67 $646,504 - $749,597
-7,918 Reduced 90.73%
809 $66,000
Q2 2023

Jul 24, 2023

BUY
$81.22 - $91.12 $708,806 - $795,204
8,727 New
8,727 $745,000
Q1 2023

May 11, 2023

SELL
$83.95 - $100.83 $14,523 - $17,443
-173 Reduced 1.89%
8,999 $790,000
Q4 2022

Jan 24, 2023

SELL
$75.3 - $93.04 $184,786 - $228,320
-2,454 Reduced 21.11%
9,172 $780,000
Q3 2022

Nov 04, 2022

SELL
$21.84 - $90.15 $25,028 - $103,311
-1,146 Reduced 8.97%
11,626 $919,000
Q2 2022

Jul 22, 2022

SELL
$72.9 - $90.61 $17,860 - $22,199
-245 Reduced 1.88%
12,772 $971,000
Q1 2022

May 09, 2022

SELL
$83.31 - $108.73 $3.3 Million - $4.31 Million
-39,598 Reduced 75.26%
13,017 $1.14 Million
Q4 2021

Feb 15, 2022

SELL
$94.82 - $104.66 $6.91 Million - $7.63 Million
-72,871 Reduced 58.07%
52,615 $5.17 Million
Q3 2021

Nov 12, 2021

BUY
$87.64 - $105.45 $3.5 Million - $4.21 Million
39,882 Added 46.59%
125,486 $12.2 Million
Q2 2021

Jul 23, 2021

BUY
$77.29 - $93.96 $278,939 - $339,101
3,609 Added 4.4%
85,604 $7.85 Million
Q1 2021

May 10, 2021

BUY
$67.05 - $84.34 $3.76 Million - $4.73 Million
56,138 Added 217.11%
81,995 $6.37 Million
Q4 2020

Feb 24, 2021

BUY
$47.26 - $68.53 $275,525 - $399,529
5,830 Added 29.11%
25,857 $1.77 Million
Q4 2020

Feb 12, 2021

BUY
$47.26 - $68.53 $280,818 - $407,205
5,942 Added 42.19%
20,027 $1.77 Million
Q3 2020

Nov 10, 2020

SELL
$46.42 - $53.25 $18,985 - $21,779
-409 Reduced 2.82%
14,085 $681,000
Q2 2020

Aug 12, 2020

SELL
$31.62 - $50.4 $151,270 - $241,113
-4,784 Reduced 24.82%
14,494 $700,000
Q1 2020

May 13, 2020

BUY
$27.81 - $57.51 $536,121 - $1.11 Million
19,278 New
19,278 $655,000

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 $229B
  • 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 Bank Julius Baer & Co. Ltd, Zurich Portfolio

Follow Bank Julius Baer & Co. Ltd, Zurich 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 Bank Julius Baer & Co. Ltd, Zurich, based on Form 13F filings with the SEC.

News

Stay updated on Bank Julius Baer & Co. Ltd, Zurich with notifications on news.