Bernzott Capital Advisors Morgan Stanley Transaction History

Bernzott Capital Advisors

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$83.9 - $94.16 $1.76 Million - $1.98 Million	21,020 Added 40.11%	73,424 $6.91 Million
Q4 2023 Feb 12, 2024	SELL	$70.4 - $93.66 $40,480 - $53,854	-575 Reduced 1.09%	52,404 $4.89 Million
Q3 2023 Oct 23, 2023	SELL	$81.65 - $94.67 $617,763 - $716,273	-7,566 Reduced 12.5%	52,979 $4.33 Million
Q2 2023 Jul 27, 2023	SELL	$81.22 - $91.12 $95,758 - $107,430	-1,179 Reduced 1.91%	60,545 $5.17 Million
Q1 2023 Apr 27, 2023	SELL	$83.95 - $100.83 $1.18 Million - $1.42 Million	-14,109 Reduced 18.61%	61,724 $5.42 Million
Q4 2022 Jan 18, 2023	BUY	$75.3 - $93.04 $274,016 - $338,572	3,639 Added 5.04%	75,833 $0
Q3 2022 Dec 22, 2022	BUY	$21.84 - $90.15 $1,856 - $7,662	85 Added 0.12%	72,194 $5.7 Million
Q3 2022 Oct 18, 2022	BUY	$21.84 - $90.15 $862,985 - $3.56 Million	39,514 Added 121.23%	72,109 $5.7 Million
Q2 2022 Jul 25, 2022	BUY	$72.9 - $90.61 $2.38 Million - $2.95 Million	32,595 New	32,595 $2.48 Million

2,123

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $222B
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...

Get notified when there are updates to the investment portfolio of Bernzott Capital Advisors, based on Form 13F filings with the SEC.

Stay updated on Bernzott Capital Advisors with notifications on news.