A detailed history of Continuum Advisory, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Continuum Advisory, LLC holds 2,997 shares of MS stock, worth $298,471. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,997
Previous 4,531 33.86%
Holding current value
$298,471
Previous $422,000 33.18%
% of portfolio
0.04%
Previous 0.06%

Shares

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

May 10, 2024

SELL
$83.9 - $94.16 $128,702 - $144,441
-1,534 Reduced 33.86%
2,997 $282,000
Q4 2023

Feb 14, 2024

BUY
$70.4 - $93.66 $8,448 - $11,239
120 Added 2.72%
4,531 $422,000
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $18,044 - $20,922
221 Added 5.27%
4,411 $360,000
Q2 2023

Dec 13, 2023

BUY
$81.22 - $91.12 $1,868 - $2,095
23 Added 0.55%
4,190 $357,000
Q2 2023

Aug 10, 2023

BUY
$81.22 - $91.12 $1,868 - $2,095
23 Added 0.55%
4,190 $357,000
Q1 2023

Dec 13, 2023

BUY
$83.95 - $100.83 $38,449 - $46,180
458 Added 12.35%
4,167 $365,000
Q1 2023

May 12, 2023

BUY
$83.95 - $100.83 $38,449 - $46,180
458 Added 12.35%
4,167 $365,000
Q4 2022

Dec 13, 2023

BUY
$75.3 - $93.04 $7,454 - $9,210
99 Added 2.74%
3,709 $315,000
Q4 2022

Feb 10, 2023

BUY
$75.3 - $93.04 $7,454 - $9,210
99 Added 2.74%
3,709 $315,000
Q3 2022

Dec 13, 2023

BUY
$21.84 - $90.15 $6,617 - $27,315
303 Added 9.16%
3,610 $285,000
Q3 2022

Nov 08, 2022

BUY
$21.84 - $90.15 $6,617 - $27,315
303 Added 9.16%
3,610 $285,000
Q2 2022

Dec 13, 2023

SELL
$72.9 - $90.61 $7,581 - $9,423
-104 Reduced 3.05%
3,307 $251,000
Q2 2022

Aug 15, 2022

SELL
$72.9 - $90.61 $7,581 - $9,423
-104 Reduced 3.05%
3,307 $252,000
Q1 2022

Dec 13, 2023

BUY
$83.31 - $108.73 $55,484 - $72,414
666 Added 24.26%
3,411 $298,000
Q1 2022

May 17, 2022

BUY
$83.31 - $108.73 $55,484 - $72,414
666 Added 24.26%
3,411 $275,000
Q4 2021

Dec 13, 2023

BUY
$94.82 - $104.66 $7,206 - $7,954
76 Added 2.85%
2,745 $269,000
Q4 2021

Feb 14, 2022

BUY
$94.82 - $104.66 $7,206 - $7,954
76 Added 2.85%
2,745 $269,000
Q3 2021

Dec 13, 2023

BUY
$87.64 - $105.45 $3,593 - $4,323
41 Added 1.56%
2,669 $259,000
Q3 2021

Nov 08, 2021

BUY
$87.64 - $105.45 $3,593 - $4,323
41 Added 1.56%
2,669 $260,000
Q2 2021

Dec 13, 2023

SELL
$77.29 - $93.96 $137,808 - $167,530
-1,783 Reduced 40.42%
2,628 $240,000
Q2 2021

Aug 17, 2021

SELL
$77.29 - $93.96 $12,134 - $14,751
-157 Reduced 5.64%
2,628 $241,000
Q1 2021

May 14, 2021

BUY
$67.05 - $84.34 $186,734 - $234,886
2,785 New
2,785 $225,000

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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