A detailed history of Buckingham Strategic Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 6,094 shares of MS stock, worth $820,800. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,094
Previous 6,997 12.91%
Holding current value
$820,800
Previous $658,000 10.03%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2024

SELL
$86.19 - $101.53 $77,829 - $91,681
-903 Reduced 12.91%
6,094 $592,000
Q1 2024

May 09, 2024

BUY
$83.9 - $94.16 $97,156 - $109,037
1,158 Added 19.83%
6,997 $658,000
Q4 2023

Feb 14, 2024

BUY
$70.4 - $93.66 $54,137 - $72,024
769 Added 15.17%
5,839 $544,000
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $11,920 - $13,821
146 Added 2.97%
5,070 $414,000
Q2 2023

Aug 11, 2023

SELL
$81.22 - $91.12 $125,972 - $141,327
-1,551 Reduced 23.95%
4,924 $420,000
Q4 2022

Feb 13, 2023

BUY
$75.3 - $93.04 $136,895 - $169,146
1,818 Added 39.04%
6,475 $550,000
Q3 2022

Nov 07, 2022

BUY
$21.84 - $90.15 $2,642 - $10,908
121 Added 2.67%
4,657 $368,000
Q2 2022

Aug 12, 2022

SELL
$72.9 - $90.61 $25,296 - $31,441
-347 Reduced 7.11%
4,536 $345,000
Q1 2022

May 10, 2022

BUY
$83.31 - $108.73 $28,741 - $37,511
345 Added 7.6%
4,883 $427,000
Q4 2021

Feb 09, 2022

SELL
$94.82 - $104.66 $5,784 - $6,384
-61 Reduced 1.33%
4,538 $445,000
Q3 2021

Nov 10, 2021

BUY
$87.64 - $105.45 $1,840 - $2,214
21 Added 0.46%
4,599 $448,000
Q2 2021

Aug 06, 2021

BUY
$77.29 - $93.96 $26,124 - $31,758
338 Added 7.97%
4,578 $420,000
Q1 2021

Apr 30, 2021

BUY
$67.05 - $84.34 $58,467 - $73,544
872 Added 25.89%
4,240 $329,000
Q4 2020

Feb 16, 2021

BUY
$47.26 - $68.53 $159,171 - $230,809
3,368 New
3,368 $231,000

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 $228B
  • 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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