A detailed history of Concurrent Investment Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 17,441 shares of MS stock, worth $2.11 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,441
Previous 15,724 10.92%
Holding current value
$2.11 Million
Previous $1.53 Billion 18.97%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 30, 2024

BUY
$92.07 - $106.96 $158,084 - $183,650
1,717 Added 10.92%
17,441 $1.82 Billion
Q2 2024

Jul 30, 2024

BUY
$86.19 - $101.53 $437,845 - $515,772
5,080 Added 47.73%
15,724 $1.53 Billion
Q1 2024

May 07, 2024

BUY
$83.9 - $94.16 $78,362 - $87,945
934 Added 9.62%
10,644 $1 Billion
Q4 2023

Apr 15, 2024

BUY
$70.4 - $93.66 $683,584 - $909,438
9,710 New
9,710 $905 Million

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 $205B
  • 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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