A detailed history of Charter Oak Capital Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 14,217 shares of MS stock, worth $1.75 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,217
Holding current value
$1.75 Million
% of portfolio
0.14%

Shares

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

Oct 30, 2024

BUY
$92.07 - $106.96 $1.31 Million - $1.52 Million
14,217 New
14,217 $1.48 Million
Q1 2024

Apr 23, 2024

BUY
$83.9 - $94.16 $1.17 Million - $1.31 Million
13,956 New
13,956 $1.31 Million
Q2 2022

Jul 21, 2022

SELL
$72.9 - $90.61 $5,467 - $6,795
-75 Reduced 21.19%
279 $21,000
Q1 2022

May 05, 2022

BUY
$83.31 - $108.73 $6,248 - $8,154
75 Added 26.88%
354 $31,000
Q4 2020

Feb 12, 2021

BUY
$47.26 - $68.53 $13,185 - $19,119
279 New
279 $19,000

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 $209B
  • 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 Charter Oak Capital Management, LLC Portfolio

Follow Charter Oak Capital Management, 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 Charter Oak Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Charter Oak Capital Management, LLC with notifications on news.