A detailed history of Blue Bell Private Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 1,896 shares of MS stock, worth $226,458. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,896
Previous 1,811 4.69%
Holding current value
$226,458
Previous $170,000 8.24%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$86.19 - $101.53 $7,326 - $8,630
85 Added 4.69%
1,896 $184,000
Q1 2024

Apr 24, 2024

SELL
$83.9 - $94.16 $24,834 - $27,871
-296 Reduced 14.05%
1,811 $170,000
Q3 2023

Oct 30, 2023

BUY
$81.65 - $94.67 $25,964 - $30,105
318 Added 17.78%
2,107 $172,000
Q1 2023

May 08, 2023

BUY
$83.95 - $100.83 $1,259 - $1,512
15 Added 0.85%
1,789 $157,000
Q4 2022

Feb 03, 2023

BUY
$75.3 - $93.04 $753 - $930
10 Added 0.57%
1,774 $150,000
Q3 2022

Nov 08, 2022

SELL
$21.84 - $90.15 $1,506 - $6,220
-69 Reduced 3.76%
1,764 $139,000
Q2 2022

Aug 02, 2022

SELL
$72.9 - $90.61 $3,645 - $4,530
-50 Reduced 2.66%
1,833 $139,000
Q4 2021

Jan 26, 2022

BUY
$94.82 - $104.66 $178,546 - $197,074
1,883 New
1,883 $185,000

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 $202B
  • 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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