A detailed history of Bouvel Investment Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Bouvel Investment Partners, LLC holds 25,924 shares of MS stock, worth $3.14 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
25,924
Previous 25,771 0.59%
Holding current value
$3.14 Million
Previous $2.69 Million 0.6%
% of portfolio
1.11%
Previous 1.09%

Shares

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

Nov 05, 2024

BUY
$92.07 - $106.96 $14,086 - $16,364
153 Added 0.59%
25,924 $2.7 Million
Q2 2024

Jul 12, 2024

SELL
$86.19 - $101.53 $8,791 - $10,356
-102 Reduced 0.39%
25,771 $2.5 Million
Q1 2024

Apr 15, 2024

BUY
$83.9 - $94.16 $39,852 - $44,726
475 Added 1.87%
25,873 $2.44 Million
Q4 2023

Jan 11, 2024

BUY
$70.4 - $93.66 $774 - $1,030
11 Added 0.04%
25,398 $2.37 Million
Q3 2023

Oct 10, 2023

BUY
$81.65 - $94.67 $27,434 - $31,809
336 Added 1.34%
25,387 $2.07 Million
Q2 2023

Jul 14, 2023

BUY
$81.22 - $91.12 $2.03 Million - $2.28 Million
25,051 New
25,051 $2.14 Million
Q1 2021

Apr 16, 2021

SELL
$67.05 - $84.34 $7,777 - $9,783
-116 Closed
0 $0
Q4 2020

Feb 02, 2021

BUY
$47.26 - $68.53 $5,482 - $7,949
116 New
116 $8,000

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 $205B
  • 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
Track This Portfolio

Track Bouvel Investment Partners, LLC Portfolio

Follow Bouvel Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bouvel Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bouvel Investment Partners, LLC with notifications on news.