A detailed history of Connecticut Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 4,795 shares of MS stock, worth $634,090. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,795
Previous 5,011 4.31%
Holding current value
$634,090
Previous $487,000 2.46%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 13, 2024

SELL
$92.07 - $106.96 $19,887 - $23,103
-216 Reduced 4.31%
4,795 $499,000
Q2 2024

Aug 13, 2024

BUY
$86.19 - $101.53 $44,560 - $52,491
517 Added 11.5%
5,011 $487,000
Q1 2024

May 01, 2024

SELL
$83.9 - $94.16 $85,578 - $96,043
-1,020 Reduced 18.5%
4,494 $423,000
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $128,339 - $170,742
-1,823 Reduced 24.85%
5,514 $514,000
Q3 2023

Oct 19, 2023

BUY
$81.65 - $94.67 $361,627 - $419,293
4,429 Added 152.3%
7,337 $599,000
Q2 2023

Jul 25, 2023

BUY
$81.22 - $91.12 $236,187 - $264,976
2,908 New
2,908 $248,000

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 $224B
  • 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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