A detailed history of Calamos Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Calamos Wealth Management LLC holds 81,308 shares of MS stock, worth $9.71 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
81,308
Previous 136,404 40.39%
Holding current value
$9.71 Million
Previous $12.8 Million 38.47%
% of portfolio
0.43%
Previous 0.74%

Shares

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

Jul 25, 2024

SELL
$86.19 - $101.53 $4.75 Million - $5.59 Million
-55,096 Reduced 40.39%
81,308 $7.9 Million
Q1 2024

May 08, 2024

SELL
$83.9 - $94.16 $21,058 - $23,634
-251 Reduced 0.18%
136,404 $12.8 Million
Q4 2023

Jan 31, 2024

BUY
$70.4 - $93.66 $8.89 Million - $11.8 Million
126,255 Added 1213.99%
136,655 $12.7 Million
Q3 2023

Oct 25, 2023

BUY
$81.65 - $94.67 $23,678 - $27,454
290 Added 2.87%
10,400 $849,000
Q2 2023

Jul 28, 2023

BUY
$81.22 - $91.12 $9,827 - $11,025
121 Added 1.21%
10,110 $863,000
Q1 2023

May 03, 2023

SELL
$83.95 - $100.83 $3,525 - $4,234
-42 Reduced 0.42%
9,989 $877,000
Q4 2022

Jan 25, 2023

SELL
$75.3 - $93.04 $5,798 - $7,164
-77 Reduced 0.76%
10,031 $0
Q3 2022

Oct 24, 2022

SELL
$21.84 - $90.15 $16,489 - $68,063
-755 Reduced 6.95%
10,108 $799,000
Q2 2022

Aug 01, 2022

BUY
$72.9 - $90.61 $5,904 - $7,339
81 Added 0.75%
10,863 $826,000
Q1 2022

May 03, 2022

SELL
$83.31 - $108.73 $229,685 - $299,768
-2,757 Reduced 20.36%
10,782 $942,000
Q4 2021

Feb 01, 2022

SELL
$94.82 - $104.66 $107,999 - $119,207
-1,139 Reduced 7.76%
13,539 $1.33 Million
Q3 2021

Oct 26, 2021

SELL
$87.64 - $105.45 $24,889 - $29,947
-284 Reduced 1.9%
14,678 $1.43 Million
Q2 2021

Jul 22, 2021

BUY
$77.29 - $93.96 $142,136 - $172,792
1,839 Added 14.01%
14,962 $1.37 Million
Q1 2021

Apr 12, 2021

BUY
$67.05 - $84.34 $7,911 - $9,952
118 Added 0.91%
13,123 $1.02 Million
Q4 2020

Jan 27, 2021

BUY
$47.26 - $68.53 $69,566 - $100,876
1,472 Added 12.76%
13,005 $891,000
Q3 2020

Oct 26, 2020

SELL
$46.42 - $53.25 $25,345 - $29,074
-546 Reduced 4.52%
11,533 $558,000
Q2 2020

Jul 27, 2020

SELL
$31.62 - $50.4 $341,306 - $544,017
-10,794 Reduced 47.19%
12,079 $583,000
Q1 2020

Apr 28, 2020

SELL
$27.81 - $57.51 $161,019 - $332,982
-5,790 Reduced 20.2%
22,873 $778,000
Q4 2019

Jan 15, 2020

SELL
$39.82 - $51.12 $102,974 - $132,196
-2,586 Reduced 8.28%
28,663 $1.47 Million
Q3 2019

Oct 21, 2019

SELL
$39.1 - $45.74 $37,966 - $44,413
-971 Reduced 3.01%
31,249 $1.33 Million
Q2 2019

Aug 07, 2019

SELL
$40.69 - $48.46 $158,650 - $188,945
-3,899 Reduced 10.79%
32,220 $1.41 Million
Q1 2019

Apr 12, 2019

BUY
$39.68 - $44.49 $125,587 - $140,810
3,165 Added 9.6%
36,119 $1.52 Million
Q4 2018

Jan 24, 2019

SELL
$37.01 - $47.27 $120,356 - $153,722
-3,252 Reduced 8.98%
32,954 $1.31 Million
Q3 2018

Oct 22, 2018

BUY
$46.57 - $51.05 $15,274 - $16,744
328 Added 0.91%
36,206 $1.69 Million
Q2 2018

Jul 17, 2018

SELL
$47.19 - $55.22 $34,165 - $39,979
-724 Reduced 1.98%
35,878 $1.7 Million
Q1 2018

Apr 13, 2018

SELL
$51.79 - $58.91 $47,077 - $53,549
-909 Reduced 2.42%
36,602 $1.98 Million
Q4 2017

Feb 13, 2018

SELL
$48.1 - $53.85 $56,325 - $63,058
-1,171 Reduced 3.03%
37,511 $1.97 Million
Q3 2017

Oct 25, 2017

BUY
$44.01 - $48.31 $307,893 - $337,976
6,996 Added 22.08%
38,682 $1.86 Million
Q2 2017

Aug 09, 2017

BUY
N/A
31,686
31,686 $1.41 Million

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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