A detailed history of Beta Wealth Group, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 6,924 shares of MS stock, worth $911,821. This represents 0.36% of its overall portfolio holdings.

Number of Shares
6,924
Previous 6,519 6.21%
Holding current value
$911,821
Previous $633,000 13.9%
% of portfolio
0.36%
Previous 0.33%

Shares

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

Nov 01, 2024

BUY
$92.07 - $106.96 $37,288 - $43,318
405 Added 6.21%
6,924 $721,000
Q2 2024

Aug 12, 2024

BUY
$86.19 - $101.53 $17,668 - $20,813
205 Added 3.25%
6,519 $633,000
Q1 2024

May 14, 2024

SELL
$83.9 - $94.16 $33,224 - $37,287
-396 Reduced 5.9%
6,314 $594,000
Q4 2023

Feb 09, 2024

BUY
$70.4 - $93.66 $56,742 - $75,489
806 Added 13.65%
6,710 $625,000
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $8,491 - $9,845
104 Added 1.79%
5,904 $482,000
Q2 2023

Aug 11, 2023

BUY
$81.22 - $91.12 $73,098 - $82,008
900 Added 18.37%
5,800 $495,000
Q1 2023

May 09, 2023

BUY
$83.95 - $100.83 $25,185 - $30,249
300 Added 6.52%
4,900 $430,000
Q4 2022

Feb 10, 2023

BUY
$75.3 - $93.04 $22,590 - $27,912
300 Added 6.98%
4,600 $391,000
Q3 2022

Nov 01, 2022

BUY
$21.84 - $90.15 $6,552 - $27,045
300 Added 7.5%
4,300 $340,000
Q2 2022

Aug 05, 2022

BUY
$72.9 - $90.61 $21,870 - $27,183
300 Added 8.11%
4,000 $304,000
Q1 2022

May 12, 2022

BUY
$83.31 - $108.73 $308,247 - $402,301
3,700 New
3,700 $323,000
Q3 2021

Nov 12, 2021

SELL
$87.64 - $105.45 $201,572 - $242,535
-2,300 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$77.29 - $93.96 $177,767 - $216,108
2,300 New
2,300 $211,000

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 $223B
  • 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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