A detailed history of Centric Wealth Management transactions in Morgan Stanley stock. As of the latest transaction made, Centric Wealth Management holds 3,896 shares of MS stock, worth $525,921. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,896
Previous 3,894 0.05%
Holding current value
$525,921
Previous $378,000 7.41%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 14, 2024

BUY
$92.07 - $106.96 $184 - $213
2 Added 0.05%
3,896 $406,000
Q2 2024

Aug 13, 2024

BUY
$86.19 - $101.53 $86 - $101
1 Added 0.03%
3,894 $378,000
Q1 2024

May 01, 2024

BUY
$83.9 - $94.16 $167 - $188
2 Added 0.05%
3,893 $366,000
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $6,828 - $9,085
-97 Reduced 2.43%
3,891 $362,000
Q3 2023

Nov 03, 2023

BUY
$81.65 - $94.67 $163 - $189
2 Added 0.05%
3,988 $325,000
Q2 2023

Aug 14, 2023

BUY
$81.22 - $91.12 $71,067 - $79,730
875 Added 28.13%
3,986 $340,000
Q1 2023

May 01, 2023

BUY
$83.95 - $100.83 $1,343 - $1,613
16 Added 0.52%
3,111 $273,000
Q4 2022

Jan 04, 2023

SELL
$75.3 - $93.04 $76,429 - $94,435
-1,015 Reduced 24.7%
3,095 $0
Q3 2022

Oct 05, 2022

SELL
$21.84 - $90.15 $8,539 - $35,248
-391 Reduced 8.69%
4,110 $325,000
Q2 2022

Jul 06, 2022

BUY
$72.9 - $90.61 $20,849 - $25,914
286 Added 6.79%
4,501 $342,000
Q1 2022

Apr 05, 2022

BUY
$83.31 - $108.73 $25,576 - $33,380
307 Added 7.86%
4,215 $368,000
Q4 2021

Jan 27, 2022

BUY
$94.82 - $104.66 $3,034 - $3,349
32 Added 0.83%
3,908 $384,000
Q2 2021

Jul 21, 2021

BUY
$77.29 - $93.96 $78,140 - $94,993
1,011 Added 35.29%
3,876 $355,000
Q1 2021

Apr 14, 2021

BUY
$67.05 - $84.34 $192,098 - $241,634
2,865 New
2,865 $222,000
Q3 2020

Oct 05, 2020

SELL
$46.42 - $53.25 $235,442 - $270,084
-5,072 Closed
0 $0
Q2 2020

Jul 29, 2020

BUY
$31.62 - $50.4 $160,376 - $255,628
5,072 New
5,072 $245,000

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 $229B
  • 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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