A detailed history of Colonial River Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 2,195 shares of MS stock, worth $270,950. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,195
Previous 4,119 46.71%
Holding current value
$270,950
Previous $400,000 43.0%
% of portfolio
0.11%
Previous 0.22%

Shares

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

Nov 04, 2024

SELL
$92.07 - $106.96 $177,142 - $205,791
-1,924 Reduced 46.71%
2,195 $228,000
Q2 2024

Jul 19, 2024

SELL
$86.19 - $101.53 $86,017 - $101,326
-998 Reduced 19.5%
4,119 $400,000
Q1 2024

May 10, 2024

BUY
$83.9 - $94.16 $70,392 - $79,000
839 Added 19.61%
5,117 $481,000
Q4 2023

Jan 23, 2024

SELL
$70.4 - $93.66 $49,913 - $66,404
-709 Reduced 14.22%
4,278 $398,000
Q3 2023

Nov 03, 2023

BUY
$81.65 - $94.67 $407,188 - $472,119
4,987 New
4,987 $407,000
Q2 2022

Aug 15, 2022

SELL
$72.9 - $90.61 $175,907 - $218,641
-2,413 Closed
0 $0
Q1 2022

Apr 15, 2022

BUY
$83.31 - $108.73 $201,027 - $262,365
2,413 New
2,413 $211,000

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
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