A detailed history of Coastal Investment Advisors, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 850 shares of MS stock, worth $111,528. This represents 0.04% of its overall portfolio holdings.

Number of Shares
850
Previous 1,430 40.56%
Holding current value
$111,528
Previous $138,000 36.23%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 29, 2024

SELL
$92.07 - $106.96 $53,400 - $62,036
-580 Reduced 40.56%
850 $88,000
Q2 2024

Jul 15, 2024

SELL
$86.19 - $101.53 $66,711 - $78,584
-774 Reduced 35.12%
1,430 $138,000
Q1 2024

Apr 19, 2024

BUY
$83.9 - $94.16 $184,915 - $207,528
2,204 New
2,204 $207,000
Q2 2023

Aug 09, 2023

SELL
$81.22 - $91.12 $1,055 - $1,184
-13 Reduced 0.44%
2,911 $248,000
Q1 2023

May 05, 2023

SELL
$83.95 - $100.83 $1,595 - $1,915
-19 Reduced 0.65%
2,924 $256,000
Q4 2022

Feb 10, 2023

SELL
$75.3 - $93.04 $9,412 - $11,630
-125 Reduced 4.07%
2,943 $250,000
Q3 2022

Oct 27, 2022

SELL
$21.84 - $90.15 $12,164 - $50,213
-557 Reduced 15.37%
3,068 $242,000
Q2 2022

Aug 09, 2022

SELL
$72.9 - $90.61 $18,225 - $22,652
-250 Reduced 6.45%
3,625 $278,000
Q1 2022

Apr 13, 2022

BUY
$83.31 - $108.73 $24,826 - $32,401
298 Added 8.33%
3,875 $339,000
Q4 2021

Jan 18, 2022

SELL
$94.82 - $104.66 $1,801 - $1,988
-19 Reduced 0.53%
3,577 $351,000
Q3 2021

Oct 18, 2021

BUY
$87.64 - $105.45 $78,525 - $94,483
896 Added 33.19%
3,596 $350,000
Q2 2021

Jul 15, 2021

BUY
$77.29 - $93.96 $208,683 - $253,691
2,700 New
2,700 $248,000
Q1 2020

Apr 23, 2020

SELL
$27.81 - $57.51 $87,128 - $180,178
-3,133 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$39.82 - $51.12 $63,751 - $81,843
1,601 Added 104.5%
3,133 $157,000
Q3 2019

Oct 18, 2019

SELL
$39.1 - $45.74 $13,098 - $15,322
-335 Reduced 17.94%
1,532 $65,000
Q2 2019

Aug 01, 2019

BUY
$40.69 - $48.46 $21,891 - $26,071
538 Added 40.48%
1,867 $81,000
Q1 2019

May 15, 2019

BUY
$39.68 - $44.49 $52,734 - $59,127
1,329 New
1,329 $56,000

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 $222B
  • 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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