A detailed history of Charles Carroll Financial Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Charles Carroll Financial Partners, LLC holds 7,253 shares of MS stock, worth $877,903. This represents 0.73% of its overall portfolio holdings.

Number of Shares
7,253
Previous 9,853 26.39%
Holding current value
$877,903
Previous $804,000 15.92%
% of portfolio
0.73%
Previous 1.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $183,040 - $243,516
-2,600 Reduced 26.39%
7,253 $676,000
Q3 2023

Nov 14, 2023

BUY
$81.65 - $94.67 $26,536 - $30,767
325 Added 3.41%
9,853 $804,000
Q2 2023

Aug 14, 2023

SELL
$81.22 - $91.12 $138,074 - $154,904
-1,700 Reduced 15.14%
9,528 $813,000
Q1 2023

May 08, 2023

SELL
$83.95 - $100.83 $524,687 - $630,187
-6,250 Reduced 35.76%
11,228 $985,000
Q4 2022

Feb 09, 2023

SELL
$75.3 - $93.04 $101,655 - $125,604
-1,350 Reduced 7.17%
17,478 $1.49 Million
Q3 2022

Nov 14, 2022

SELL
$21.84 - $90.15 $42,588 - $175,792
-1,950 Reduced 9.38%
18,828 $1.49 Million
Q2 2022

Jul 27, 2022

SELL
$72.9 - $90.61 $109,350 - $135,915
-1,500 Reduced 6.73%
20,778 $1.58 Million
Q1 2022

May 12, 2022

SELL
$83.31 - $108.73 $66,648 - $86,984
-800 Reduced 3.47%
22,278 $1.95 Million
Q4 2021

Jan 21, 2022

BUY
$94.82 - $104.66 $2.19 Million - $2.42 Million
23,078 New
23,078 $2.27 Million

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 $205B
  • 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
Track This Portfolio

Track Charles Carroll Financial Partners, LLC Portfolio

Follow Charles Carroll Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Carroll Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Charles Carroll Financial Partners, LLC with notifications on news.