A detailed history of Capital Advisors, Ltd. LLC transactions in Morgan Stanley stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 2,080 shares of MS stock, worth $248,435. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,080
Previous 2,062 0.87%
Holding current value
$248,435
Previous $194,000 4.12%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 25, 2024

BUY
$86.19 - $101.53 $1,551 - $1,827
18 Added 0.87%
2,080 $202,000
Q1 2024

Apr 18, 2024

BUY
$83.9 - $94.16 $14,514 - $16,289
173 Added 9.16%
2,062 $194,000
Q4 2023

Feb 02, 2024

SELL
$70.4 - $93.66 $704 - $936
-10 Reduced 0.53%
1,889 $176,000
Q3 2023

Oct 27, 2023

BUY
$81.65 - $94.67 $1,143 - $1,325
14 Added 0.74%
1,899 $155,000
Q2 2023

Jul 26, 2023

BUY
$81.22 - $91.12 $43,696 - $49,022
538 Added 39.94%
1,885 $161,000
Q1 2023

May 03, 2023

SELL
$83.95 - $100.83 $100,740 - $120,996
-1,200 Reduced 47.11%
1,347 $118,000
Q4 2022

Feb 07, 2023

BUY
$75.3 - $93.04 $71,083 - $87,829
944 Added 58.89%
2,547 $117,000
Q3 2022

Nov 09, 2022

BUY
$21.84 - $90.15 $5,612 - $23,168
257 Added 19.09%
1,603 $127,000
Q2 2022

Aug 05, 2022

BUY
$72.9 - $90.61 $4,519 - $5,617
62 Added 4.83%
1,346 $102,000
Q1 2022

May 09, 2022

SELL
$83.31 - $108.73 $1,332 - $1,739
-16 Reduced 1.23%
1,284 $112,000
Q4 2021

Feb 08, 2022

BUY
$94.82 - $104.66 $20,765 - $22,920
219 Added 20.26%
1,300 $128,000
Q3 2017

Oct 25, 2017

BUY
$44.01 - $48.31 $47,574 - $52,223
1,081
1,081 $52,000

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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