A detailed history of Capital Directions Investment Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 845 shares of MS stock, worth $113,813. This represents 0.03% of its overall portfolio holdings.

Number of Shares
845
Previous 0 Infinity%
Holding current value
$113,813
Previous $67,000 5.97%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

BUY
$75.3 - $93.04 $63,628 - $78,618
845 New
845 $71,000
Q3 2022

Nov 02, 2022

SELL
$21.84 - $90.15 $18,454 - $76,176
-845 Closed
0 $67,000
Q2 2022

Jul 26, 2022

SELL
$72.9 - $90.61 $46,656 - $57,990
-640 Reduced 43.1%
845 $64,000
Q1 2022

May 16, 2022

BUY
$83.31 - $108.73 $123,715 - $161,464
1,485 New
1,485 $130,000
Q4 2021

Feb 22, 2022

SELL
$94.82 - $104.66 $146,496 - $161,699
-1,545 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$77.29 - $93.96 $119,413 - $145,168
1,545 New
1,545 $142,000
Q1 2021

May 17, 2021

SELL
$67.05 - $84.34 $109,291 - $137,474
-1,630 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$31.62 - $50.4 $21,659 - $34,524
685 Added 72.49%
1,630 $79,000
Q4 2019

Feb 05, 2020

BUY
$39.82 - $51.12 $3,982 - $5,112
100 Added 11.83%
945 $48,000
Q3 2019

Nov 14, 2019

BUY
$39.1 - $45.74 $33,039 - $38,650
845 New
845 $36,000
Q3 2018

Nov 14, 2018

SELL
$46.57 - $51.05 $33,530 - $36,756
-720 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$47.19 - $55.22 $33,976 - $39,758
720 New
720 $34,000

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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