A detailed history of Claro Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Claro Advisors LLC holds 15,878 shares of MS stock, worth $1.9 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
15,878
Previous 7,781 104.06%
Holding current value
$1.9 Million
Previous $756,000 118.92%
% of portfolio
0.17%
Previous 0.13%

Shares

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

Oct 17, 2024

BUY
$92.07 - $106.96 $745,490 - $866,055
8,097 Added 104.06%
15,878 $1.66 Million
Q2 2024

Jul 31, 2024

BUY
$86.19 - $101.53 $67,314 - $79,294
781 Added 11.16%
7,781 $756,000
Q1 2024

Apr 18, 2024

BUY
$83.9 - $94.16 $23,995 - $26,929
286 Added 4.26%
7,000 $659,000
Q4 2023

Jan 22, 2024

SELL
$70.4 - $93.66 $54,278 - $72,211
-771 Reduced 10.3%
6,714 $626,000
Q3 2023

Oct 10, 2023

BUY
$81.65 - $94.67 $24,739 - $28,685
303 Added 4.22%
7,485 $611,000
Q2 2023

Aug 08, 2023

BUY
$81.22 - $91.12 $36,792 - $41,277
453 Added 6.73%
7,182 $613,000
Q1 2023

Apr 17, 2023

BUY
$83.95 - $100.83 $74,463 - $89,436
887 Added 15.18%
6,729 $590,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $26,204 - $32,377
348 Added 6.33%
5,842 $496,000
Q2 2022

Aug 12, 2022

BUY
$72.9 - $90.61 $236,997 - $294,573
3,251 Added 144.94%
5,494 $418,000
Q4 2021

Feb 14, 2022

BUY
$94.82 - $104.66 $212,681 - $234,752
2,243 New
2,243 $220,000
Q1 2019

May 10, 2019

SELL
$39.68 - $44.49 $62,138 - $69,671
-1,566 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$37.01 - $47.27 $57,957 - $74,024
1,566 New
1,566 $73,000

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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