A detailed history of Cva Family Office, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Cva Family Office, LLC holds 2,663 shares of MS stock, worth $271,546. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,663
Previous 2,609 2.07%
Holding current value
$271,546
Previous $245,000 5.31%
% of portfolio
0.05%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

BUY
$86.19 - $101.53 $4,654 - $5,482
54 Added 2.07%
2,663 $258,000
Q1 2024

Apr 10, 2024

BUY
$83.9 - $94.16 $2,684 - $3,013
32 Added 1.24%
2,609 $245,000
Q4 2023

Jan 16, 2024

SELL
$70.4 - $93.66 $172,620 - $229,654
-2,452 Reduced 48.76%
2,577 $240,000
Q3 2023

Oct 11, 2023

SELL
$81.65 - $94.67 $23,841 - $27,643
-292 Reduced 5.49%
5,029 $410,000
Q2 2023

Jul 10, 2023

SELL
$81.22 - $91.12 $2,355 - $2,642
-29 Reduced 0.54%
5,321 $454,000
Q1 2023

Apr 26, 2023

BUY
$83.95 - $100.83 $27,367 - $32,870
326 Added 6.49%
5,350 $469,000
Q4 2022

Feb 21, 2023

SELL
$75.3 - $93.04 $11,596 - $14,328
-154 Reduced 2.97%
5,024 $427,000
Q3 2022

Nov 22, 2022

BUY
$21.84 - $90.15 $25,880 - $106,827
1,185 Added 29.68%
5,178 $409,000
Q2 2022

Jul 11, 2022

BUY
$72.9 - $90.61 $72,535 - $90,156
995 Added 33.19%
3,993 $304,000
Q1 2022

Apr 22, 2022

BUY
$83.31 - $108.73 $16,662 - $21,746
200 Added 7.15%
2,998 $262,000
Q4 2021

Jan 25, 2022

BUY
$94.82 - $104.66 $149,436 - $164,944
1,576 Added 128.97%
2,798 $275,000
Q3 2021

Oct 12, 2021

SELL
$87.64 - $105.45 $141,626 - $170,407
-1,616 Reduced 56.94%
1,222 $59,000
Q2 2021

Jul 13, 2021

BUY
$77.29 - $93.96 $93,289 - $113,409
1,207 Added 74.0%
2,838 $260,000
Q1 2021

Apr 14, 2021

BUY
$67.05 - $84.34 $35,804 - $45,037
534 Added 48.68%
1,631 $127,000
Q4 2020

Jan 15, 2021

SELL
$47.26 - $68.53 $5,907 - $8,566
-125 Reduced 10.23%
1,097 $75,000
Q3 2020

Oct 27, 2020

SELL
$46.42 - $53.25 $6,963 - $7,987
-150 Reduced 10.93%
1,222 $59,000
Q2 2020

Jul 31, 2020

BUY
$31.62 - $50.4 $43,382 - $69,148
1,372 New
1,372 $66,000

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 $173B
  • 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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