Beacon Harbor Wealth Advisors, Inc. Morgan Stanley Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $422 Million
- Q1 2025
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 58,030 shares of MS stock, worth $7.65 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
58,030
Previous 67,786
14.39%
Holding current value
$7.65 Million
Previous $8.52 Million
20.56%
% of portfolio
1.61%
Previous 2.09%
Shares
4 transactions
Others Institutions Holding MS
# of Institutions
2,396Shares Held
1.33BCall Options Held
17.1MPut Options Held
28.9M-
Mitsubishi Ufj Financial Group Inc377MShares$49.7 Billion0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA118MShares$15.5 Billion0.26% of portfolio
-
State Street Corp Boston, MA107MShares$14.1 Billion0.53% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$11.1 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY38.6MShares$5.09 Billion0.35% of portfolio
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...