A detailed history of Cyndeo Wealth Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 40,765 shares of MS stock, worth $4.06 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
40,765
Previous 25,454 60.15%
Holding current value
$4.06 Million
Previous $2.37 Million 61.74%
% of portfolio
0.32%
Previous 0.22%

Shares

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

Apr 16, 2024

BUY
$83.9 - $94.16 $1.28 Million - $1.44 Million
15,311 Added 60.15%
40,765 $3.84 Million
Q4 2023

Jan 12, 2024

BUY
$70.4 - $93.66 $495,404 - $659,085
7,037 Added 38.21%
25,454 $2.37 Million
Q3 2023

Oct 10, 2023

SELL
$81.65 - $94.67 $361,382 - $419,009
-4,426 Reduced 19.38%
18,417 $1.5 Million
Q2 2023

Jul 27, 2023

BUY
$81.22 - $91.12 $211,659 - $237,458
2,606 Added 12.88%
22,843 $1.95 Million
Q1 2023

Apr 21, 2023

SELL
$83.95 - $100.83 $811,208 - $974,320
-9,663 Reduced 32.32%
20,237 $1.78 Million
Q4 2022

Jan 25, 2023

BUY
$75.3 - $93.04 $2.25 Million - $2.78 Million
29,900 New
29,900 $0

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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.