A detailed history of Canvas Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 2,644 shares of MS stock, worth $320,029. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,644
Previous 2,145 23.26%
Holding current value
$320,029
Previous $208,000 32.21%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 15, 2024

BUY
$92.07 - $106.96 $45,942 - $53,373
499 Added 23.26%
2,644 $275,000
Q2 2024

Aug 01, 2024

BUY
$86.19 - $101.53 $184,877 - $217,781
2,145 New
2,145 $208,000
Q2 2022

Jul 25, 2022

BUY
$72.9 - $90.61 $207,837 - $258,329
2,851 New
2,851 $217,000
Q1 2022

May 09, 2022

SELL
$83.31 - $108.73 $371,645 - $485,044
-4,461 Closed
0 $0
Q4 2021

Jan 19, 2022

BUY
$94.82 - $104.66 $37,264 - $41,131
393 Added 9.66%
4,461 $438,000
Q3 2021

Oct 15, 2021

BUY
$87.64 - $105.45 $4,382 - $5,272
50 Added 1.24%
4,068 $396,000
Q2 2021

Aug 02, 2021

BUY
$77.29 - $93.96 $51,243 - $62,295
663 Added 19.76%
4,018 $368,000
Q1 2021

Apr 26, 2021

BUY
$67.05 - $84.34 $224,952 - $282,960
3,355 New
3,355 $269,000

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
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