A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 66,119 shares of MS stock, worth $7.9 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
66,119
Holding current value
$7.9 Million
% of portfolio
1.67%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$86.19 - $101.53 $5.7 Million - $6.71 Million
66,119 New
66,119 $6.43 Million

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 $202B
  • 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 Beacon Harbor Wealth Advisors, Inc. Portfolio

Follow Beacon Harbor Wealth Advisors, Inc. 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 Beacon Harbor Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beacon Harbor Wealth Advisors, Inc. with notifications on news.