A detailed history of Bdo Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 1,834 shares of MS stock, worth $241,519. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,834
Previous 1,106 65.82%
Holding current value
$241,519
Previous $97,000 60.82%
% of portfolio
0.02%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

BUY
$81.22 - $91.12 $59,128 - $66,335
728 Added 65.82%
1,834 $156,000
Q4 2022

Jan 27, 2023

BUY
$75.3 - $93.04 $37,951 - $46,892
504 Added 83.72%
1,106 $0
Q3 2022

Nov 02, 2022

SELL
$21.84 - $90.15 $1,092 - $4,507
-50 Reduced 7.67%
602 $48,000
Q2 2022

Aug 25, 2022

BUY
$72.9 - $90.61 $3,645 - $4,530
50 Added 8.31%
652 $50,000
Q1 2022

May 06, 2022

BUY
$83.31 - $108.73 $8,331 - $10,873
100 Added 19.92%
602 $53,000
Q4 2021

Feb 11, 2022

BUY
$94.82 - $104.66 $4,077 - $4,500
43 Added 9.37%
502 $49,000
Q1 2021

May 14, 2021

BUY
$67.05 - $84.34 $27,088 - $34,073
404 Added 734.55%
459 $36,000
Q3 2020

Nov 12, 2020

BUY
$46.42 - $53.25 $2,553 - $2,928
55 New
55 $3,000
Q2 2020

Aug 14, 2020

SELL
$31.62 - $50.4 $44,078 - $70,257
-1,394 Closed
0 $0
Q1 2020

May 15, 2020

BUY
$27.81 - $57.51 $27,504 - $56,877
989 Added 244.2%
1,394 $47,000
Q3 2019

Nov 12, 2019

BUY
$39.1 - $45.74 $15,835 - $18,524
405 New
405 $17,000

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 $223B
  • 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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