A detailed history of Coastal Bridge Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 4,430 shares of MS stock, worth $698,123. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,430
Holding current value
$698,123
% of portfolio
0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$99.83 - $140.86 $442,246 - $624,009
4,430 New
4,430 $624,000
Q1 2025

Aug 25, 2025

SELL
$111.68 - $141.08 $120,056 - $151,661
-1,075 Reduced 24.27%
3,355 $391,000

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 $267B
  • 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 Coastal Bridge Advisors, LLC Portfolio

Follow Coastal Bridge Advisors, 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 Coastal Bridge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastal Bridge Advisors, LLC with notifications on news.