A detailed history of Berger Financial Group, Inc transactions in Morgan Stanley stock. As of the latest transaction made, Berger Financial Group, Inc holds 5,835 shares of MS stock, worth $785,916. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,835
Previous 5,770 1.13%
Holding current value
$785,916
Previous $560,000 8.57%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

BUY
$92.07 - $106.96 $5,984 - $6,952
65 Added 1.13%
5,835 $608,000
Q2 2024

Aug 14, 2024

SELL
$86.19 - $101.53 $4,654 - $5,482
-54 Reduced 0.93%
5,770 $560,000
Q1 2024

Apr 16, 2024

SELL
$83.9 - $94.16 $25,841 - $29,001
-308 Reduced 5.02%
5,824 $548,000
Q4 2023

Feb 07, 2024

BUY
$70.4 - $93.66 $33,862 - $45,050
481 Added 8.51%
6,132 $571,000
Q3 2023

Nov 03, 2023

SELL
$81.65 - $94.67 $10,206 - $11,833
-125 Reduced 2.16%
5,651 $461,000
Q2 2023

Aug 10, 2023

SELL
$81.22 - $91.12 $8,203 - $9,203
-101 Reduced 1.72%
5,776 $493,000
Q1 2023

Apr 24, 2023

SELL
$83.95 - $100.83 $14,019 - $16,838
-167 Reduced 2.76%
5,877 $516,000
Q4 2022

Jan 30, 2023

BUY
$75.3 - $93.04 $75 - $93
1 Added 0.02%
6,044 $513,000
Q3 2022

Oct 27, 2022

BUY
$21.84 - $90.15 $698 - $2,884
32 Added 0.53%
6,043 $477,000
Q2 2022

Aug 08, 2022

BUY
$72.9 - $90.61 $30,763 - $38,237
422 Added 7.55%
6,011 $457,000
Q1 2022

May 10, 2022

BUY
$83.31 - $108.73 $90,141 - $117,645
1,082 Added 24.01%
5,589 $489,000
Q4 2021

Jan 26, 2022

BUY
$94.82 - $104.66 $43,806 - $48,352
462 Added 11.42%
4,507 $442,000
Q3 2021

Oct 28, 2021

BUY
$87.64 - $105.45 $39,700 - $47,768
453 Added 12.61%
4,045 $394,000
Q2 2021

Jul 29, 2021

BUY
$77.29 - $93.96 $14,607 - $17,758
189 Added 5.55%
3,592 $328,000
Q1 2021

May 12, 2021

BUY
$67.05 - $84.34 $4,760 - $5,988
71 Added 2.13%
3,403 $264,000
Q4 2020

Feb 02, 2021

BUY
$47.26 - $68.53 $157,470 - $228,341
3,332 New
3,332 $228,000

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 $228B
  • 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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