A detailed history of Copeland Capital Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Copeland Capital Management, LLC holds 198,086 shares of MS stock, worth $26.7 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
198,086
Previous 206,102 3.89%
Holding current value
$26.7 Million
Previous $20 Million 3.08%
% of portfolio
0.37%
Previous 0.38%

Shares

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

Oct 21, 2024

SELL
$92.07 - $106.96 $738,033 - $857,391
-8,016 Reduced 3.89%
198,086 $20.6 Million
Q2 2024

Jul 26, 2024

BUY
$86.19 - $101.53 $647,373 - $762,591
7,511 Added 3.78%
206,102 $20 Million
Q1 2024

Apr 19, 2024

BUY
$83.9 - $94.16 $4.82 Million - $5.41 Million
57,455 Added 40.71%
198,591 $18.7 Million
Q4 2023

Jan 19, 2024

SELL
$70.4 - $93.66 $214,297 - $285,101
-3,044 Reduced 2.11%
141,136 $13.2 Million
Q3 2023

Oct 23, 2023

SELL
$81.65 - $94.67 $282,509 - $327,558
-3,460 Reduced 2.34%
144,180 $11.8 Million
Q2 2023

Jul 14, 2023

BUY
$81.22 - $91.12 $5.93 Million - $6.65 Million
72,984 Added 97.76%
147,640 $12.6 Million
Q1 2023

Apr 14, 2023

SELL
$83.95 - $100.83 $232,373 - $279,097
-2,768 Reduced 3.58%
74,656 $6.55 Million
Q4 2022

Jan 13, 2023

SELL
$75.3 - $93.04 $207,677 - $256,604
-2,758 Reduced 3.44%
77,424 $6.58 Million
Q3 2022

Oct 12, 2022

BUY
$21.84 - $90.15 $227,048 - $937,199
10,396 Added 14.9%
80,182 $6.34 Million
Q2 2022

Jul 15, 2022

BUY
$72.9 - $90.61 $5.09 Million - $6.32 Million
69,786 New
69,786 $5.31 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 $229B
  • 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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