A detailed history of Castleview Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Castleview Partners, LLC holds 2,331 shares of MS stock, worth $278,414. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,331
Previous 2,331 -0.0%
Holding current value
$278,414
Previous $226,000 7.08%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Jul 31, 2024

SELL
$86.19 - $101.53 $29,390 - $34,621
-341 Reduced 12.76%
2,331 $226,000
Q1 2024

May 09, 2024

BUY
$83.9 - $94.16 $54,870 - $61,580
654 Added 32.41%
2,672 $251,000
Q4 2023

Feb 05, 2024

BUY
$70.4 - $93.66 $28,582 - $38,025
406 Added 25.19%
2,018 $188,000
Q3 2023

Oct 26, 2023

BUY
$81.65 - $94.67 $898 - $1,041
11 Added 0.69%
1,612 $131,000
Q2 2023

Aug 14, 2023

SELL
$81.22 - $91.12 $78,945 - $88,568
-972 Reduced 37.78%
1,601 $136,000
Q1 2023

May 15, 2023

BUY
$83.95 - $100.83 $14,775 - $17,746
176 Added 7.34%
2,573 $225,000
Q4 2022

Feb 01, 2023

SELL
$75.3 - $93.04 $21,084 - $26,051
-280 Reduced 10.46%
2,397 $203,000
Q3 2022

Nov 10, 2022

BUY
$21.84 - $90.15 $58,094 - $239,799
2,660 Added 15647.06%
2,677 $212,000
Q2 2022

Aug 17, 2022

SELL
$72.9 - $90.61 $14 Million - $17.4 Million
-192,338 Reduced 99.99%
17 $1,000
Q2 2022

Aug 16, 2022

BUY
$72.9 - $90.61 $13.8 Million - $17.2 Million
189,983 Added 8009.4%
192,355 $14.6 Million
Q1 2022

May 16, 2022

SELL
$83.31 - $108.73 $2.26 Million - $2.94 Million
-27,076 Reduced 91.95%
2,372 $207,000
Q4 2021

Feb 17, 2022

BUY
$94.82 - $104.66 $2.77 Million - $3.06 Million
29,248 Added 14624.0%
29,448 $2.89 Million
Q2 2021

Aug 17, 2021

BUY
$77.29 - $93.96 $15,458 - $18,792
200 New
200 $18,000

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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