Bernzott Capital Advisors Morgan Stanley Transaction History
Bernzott Capital Advisors
- $238 Million
- Q1 2024
A detailed history of Bernzott Capital Advisors transactions in Morgan Stanley stock. As of the latest transaction made, Bernzott Capital Advisors holds 73,424 shares of MS stock, worth $7.5 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
73,424
Previous 52,404
40.11%
Holding current value
$7.5 Million
Previous $4.89 Million
41.49%
% of portfolio
2.91%
Previous 2.04%
Shares
9 transactions
Others Institutions Holding MS
# of Institutions
2,011Shares Held
1.32BCall Options Held
32.1MPut Options Held
31.8M-
Mitsubishi Ufj Financial Group Inc377MShares$38.5 Billion0.0% of portfolio
-
State Street Corp Boston, MA112MShares$11.4 Billion0.48% of portfolio
-
Vanguard Group Inc Valley Forge, PA108MShares$11.1 Billion0.21% of portfolio
-
Black Rock Inc. New York, NY89.2MShares$9.11 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY50.3MShares$5.13 Billion0.43% of portfolio
About MORGAN STANLEY
- Ticker MS
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,694,000,000
- Market Cap $173B
- 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...