A detailed history of Carmel Capital Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Carmel Capital Partners, LLC holds 9,248 shares of MS stock, worth $1.24 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
9,248
Previous 8,973 3.06%
Holding current value
$1.24 Million
Previous $872,000 10.55%
% of portfolio
0.39%
Previous 0.38%

Shares

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

Nov 01, 2024

BUY
$92.07 - $106.96 $25,319 - $29,414
275 Added 3.06%
9,248 $964,000
Q2 2024

Jul 31, 2024

BUY
$86.19 - $101.53 $26,718 - $31,474
310 Added 3.58%
8,973 $872,000
Q1 2024

Apr 25, 2024

BUY
$83.9 - $94.16 $726,825 - $815,708
8,663 New
8,663 $815,000
Q3 2023

Oct 27, 2023

BUY
$81.65 - $94.67 $42,131 - $48,849
516 Added 32.43%
2,107 $172,000
Q2 2023

Jul 27, 2023

SELL
$81.22 - $91.12 $109,078 - $122,374
-1,343 Reduced 45.77%
1,591 $135,000
Q1 2023

Apr 19, 2023

SELL
$83.95 - $100.83 $58,177 - $69,875
-693 Reduced 19.11%
2,934 $257,000
Q1 2022

Apr 18, 2022

SELL
$83.31 - $108.73 $666 - $869
-8 Reduced 0.22%
3,627 $317,000
Q4 2021

Jan 31, 2022

BUY
$94.82 - $104.66 $344,670 - $380,439
3,635 New
3,635 $357,000

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 $227B
  • 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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