A detailed history of Beese Fulmer Investment Management, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 9,708 shares of MS stock, worth $1.05 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,708
Previous 9,708 -0.0%
Holding current value
$1.05 Million
Previous $914,000 3.17%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Apr 08, 2024

SELL
$83.9 - $94.16 $97,491 - $109,413
-1,162 Reduced 10.69%
9,708 $914,000
Q4 2023

Jan 09, 2024

SELL
$70.4 - $93.66 $7,110 - $9,459
-101 Reduced 0.92%
10,870 $1.01 Million
Q1 2023

Apr 11, 2023

SELL
$83.95 - $100.83 $123,742 - $148,623
-1,474 Reduced 11.84%
10,971 $963,000
Q4 2022

Jan 17, 2023

BUY
$75.3 - $93.04 $937,108 - $1.16 Million
12,445 New
12,445 $0
Q3 2020

Oct 08, 2020

SELL
$46.42 - $53.25 $6,313 - $7,242
-136 Closed
0 $0
Q2 2020

Jul 17, 2020

BUY
$31.62 - $50.4 $4,300 - $6,854
136 New
136 $7,000

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 $183B
  • 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 Beese Fulmer Investment Management, Inc. Portfolio

Follow Beese Fulmer Investment Management, 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 Beese Fulmer Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beese Fulmer Investment Management, Inc. with notifications on news.