A detailed history of Bedel Financial Consulting, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 3,053 shares of MS stock, worth $304,231. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,053
Previous 3,375 9.54%
Holding current value
$304,231
Previous $314,000 8.6%
% of portfolio
0.04%
Previous 0.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$83.9 - $94.16 $27,015 - $30,319
-322 Reduced 9.54%
3,053 $287,000
Q4 2023

Feb 08, 2024

BUY
$70.4 - $93.66 $70 - $93
1 Added 0.03%
3,375 $314,000
Q3 2023

Feb 08, 2024

SELL
$81.65 - $94.67 $10,206 - $11,833
-125 Reduced 3.57%
3,374 $275,000
Q2 2023

Aug 10, 2023

BUY
$81.22 - $91.12 $58,640 - $65,788
722 Added 26.0%
3,499 $298,000
Q1 2023

May 02, 2023

SELL
$83.95 - $100.83 $8,478 - $10,183
-101 Reduced 3.51%
2,777 $243,000
Q4 2022

Feb 07, 2023

BUY
$75.3 - $93.04 $75 - $93
1 Added 0.03%
2,878 $244,000
Q3 2022

Nov 08, 2022

BUY
$21.84 - $90.15 $21 - $90
1 Added 0.03%
2,877 $246,000
Q2 2022

Aug 04, 2022

BUY
$72.9 - $90.61 $122,544 - $152,315
1,681 Added 140.67%
2,876 $219,000
Q1 2022

Apr 19, 2022

SELL
$83.31 - $108.73 $12,746 - $16,635
-153 Reduced 11.35%
1,195 $104,000
Q4 2021

Jan 11, 2022

BUY
$94.82 - $104.66 $14,602 - $16,117
154 Added 12.9%
1,348 $132,000
Q3 2021

Oct 12, 2021

SELL
$87.64 - $105.45 $1,752 - $2,109
-20 Reduced 1.65%
1,194 $116,000
Q2 2021

Aug 03, 2021

BUY
$77.29 - $93.96 $1,545 - $1,879
20 Added 1.68%
1,214 $111,000
Q1 2020

May 06, 2020

BUY
$27.81 - $57.51 $13,738 - $28,409
494 Added 70.57%
1,194 $41,000
Q4 2018

Jan 28, 2019

BUY
$37.01 - $47.27 $6,476 - $8,272
175 Added 33.33%
700 $28,000
Q3 2018

Nov 01, 2018

BUY
$46.57 - $51.05 $4,517 - $4,951
97 Added 22.66%
525 $24,000
Q1 2018

May 03, 2018

BUY
$51.79 - $58.91 $22,166 - $25,213
428 New
428 $23,000

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 $169B
  • 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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