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 67,034 shares of MS stock, worth $8.08 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
67,034
Previous 66,119 1.38%
Holding current value
$8.08 Million
Previous $6.43 Million 8.75%
% of portfolio
1.66%
Previous 1.67%

Shares

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

Oct 31, 2024

BUY
$92.07 - $106.96 $84,244 - $97,868
915 Added 1.38%
67,034 $6.99 Million
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 $204B
  • 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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