A detailed history of Cary Street Partners Investment Advisory LLC transactions in Morgan Stanley stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 36,550 shares of MS stock, worth $4.67 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
36,550
Previous 40,255 9.2%
Holding current value
$4.67 Million
Previous $3.91 Million 2.63%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Oct 30, 2024

SELL
$92.07 - $106.96 $341,119 - $396,286
-3,705 Reduced 9.2%
36,550 $3.81 Million
Q2 2024

Jul 22, 2024

BUY
$86.19 - $101.53 $227,455 - $267,937
2,639 Added 7.02%
40,255 $3.91 Million
Q1 2024

Apr 30, 2024

BUY
$83.9 - $94.16 $1.85 Million - $2.07 Million
22,030 Added 141.34%
37,616 $3.54 Million
Q4 2023

Feb 07, 2024

BUY
$70.4 - $93.66 $1.1 Million - $1.46 Million
15,586 New
15,586 $1.45 Million
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $784,003 - $909,021
9,602 Added 57.25%
26,373 $2.15 Million
Q2 2023

Aug 10, 2023

BUY
$81.22 - $91.12 $1.08 Million - $1.22 Million
13,355 Added 390.95%
16,771 $1.43 Million
Q1 2023

May 12, 2023

SELL
$83.95 - $100.83 $30,725 - $36,903
-366 Reduced 9.68%
3,416 $299,000
Q4 2022

Feb 14, 2023

SELL
$75.3 - $93.04 $30,571 - $37,774
-406 Reduced 9.69%
3,782 $321,000
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $2,489 - $10,277
114 Added 2.8%
4,188 $331,000
Q2 2022

Aug 15, 2022

BUY
$72.9 - $90.61 $296,994 - $369,145
4,074 New
4,074 $310,000
Q1 2021

May 17, 2021

SELL
$67.05 - $84.34 $749,551 - $942,836
-11,179 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$47.26 - $68.53 $470,378 - $682,079
9,953 Added 811.83%
11,179 $766,000
Q3 2020

Nov 12, 2020

BUY
$46.42 - $53.25 $56,910 - $65,284
1,226 New
1,226 $59,000

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 $217B
  • 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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