A detailed history of Concord Wealth Partners transactions in Morgan Stanley stock. As of the latest transaction made, Concord Wealth Partners holds 12,498 shares of MS stock, worth $1.25 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
12,498
Previous 10,461 19.47%
Holding current value
$1.25 Million
Previous $975,000 20.62%
% of portfolio
0.21%
Previous 0.2%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$83.9 - $94.16 $170,904 - $191,803
2,037 Added 19.47%
12,498 $1.18 Million
Q4 2023

Apr 30, 2024

BUY
$70.4 - $93.66 $169,241 - $225,158
2,404 Added 29.84%
10,461 $975,000
Q4 2023

Feb 05, 2024

BUY
$70.4 - $93.66 $169,241 - $225,158
2,404 Added 29.84%
10,461 $975,000
Q3 2023

Apr 30, 2024

SELL
$81.65 - $94.67 $196,286 - $227,586
-2,404 Reduced 22.98%
8,057 $658,000
Q3 2023

Oct 25, 2023

BUY
$81.65 - $94.67 $135,702 - $157,341
1,662 Added 25.99%
8,057 $658,000
Q2 2023

Aug 07, 2023

BUY
$81.22 - $91.12 $208,329 - $233,722
2,565 Added 66.97%
6,395 $546,000
Q1 2023

Apr 26, 2023

BUY
$83.95 - $100.83 $82,606 - $99,216
984 Added 34.57%
3,830 $336,000
Q4 2022

Jan 27, 2023

SELL
$75.3 - $93.04 $212,120 - $262,093
-2,817 Reduced 49.74%
2,846 $241,000
Q3 2022

Nov 10, 2022

SELL
$21.84 - $90.15 $10,963 - $45,255
-502 Reduced 8.14%
5,663 $447,000
Q2 2022

Aug 04, 2022

SELL
$72.9 - $90.61 $4,811 - $5,980
-66 Reduced 1.06%
6,165 $469,000
Q1 2022

Apr 20, 2022

BUY
$83.31 - $108.73 $52,818 - $68,934
634 Added 11.33%
6,231 $545,000
Q4 2021

Jan 21, 2022

BUY
$94.82 - $104.66 $371,125 - $409,639
3,914 Added 232.56%
5,597 $549,000
Q3 2021

Nov 09, 2021

SELL
$87.64 - $105.45 $284,654 - $342,501
-3,248 Reduced 65.87%
1,683 $164,000
Q2 2021

Jul 29, 2021

BUY
$77.29 - $93.96 $71,338 - $86,725
923 Added 23.03%
4,931 $452,000
Q1 2021

May 13, 2021

BUY
$67.05 - $84.34 $267,730 - $336,769
3,993 Added 26620.0%
4,008 $311,000
Q4 2020

Feb 16, 2021

BUY
$47.26 - $68.53 $708 - $1,027
15 New
15 $1,000

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 $169B
  • 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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