A detailed history of Cypress Financial Planning LLC transactions in Morgan Stanley stock. As of the latest transaction made, Cypress Financial Planning LLC holds 39,448 shares of MS stock, worth $4.66 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
39,448
Previous 39,435 0.03%
Holding current value
$4.66 Million
Previous $4.11 Million 20.66%
% of portfolio
1.83%
Previous 1.52%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025

BUY
$104.42 - $134.99 $1,357 - $1,754
13 Added 0.03%
39,448 $4.96 Million
Q3 2024

Oct 07, 2024

SELL
$92.07 - $106.96 $59,385 - $68,989
-645 Reduced 1.61%
39,435 $4.11 Million
Q2 2024

Jul 16, 2024

SELL
$86.19 - $101.53 $60,160 - $70,867
-698 Reduced 1.71%
40,080 $3.9 Million
Q1 2024

Apr 12, 2024

BUY
$83.9 - $94.16 $3.42 Million - $3.84 Million
40,778 New
40,778 $3.84 Million
Q3 2023

Oct 10, 2023

SELL
$81.65 - $94.67 $50,541 - $58,600
-619 Reduced 1.49%
40,898 $3.34 Million
Q2 2023

Jul 11, 2023

SELL
$81.22 - $91.12 $9,827 - $11,025
-121 Reduced 0.29%
41,517 $3.55 Million
Q1 2023

Apr 07, 2023

SELL
$83.95 - $100.83 $1,846 - $2,218
-22 Reduced 0.05%
41,638 $3.66 Million
Q4 2022

Jan 30, 2023

BUY
$75.3 - $93.04 $301 - $372
4 Added 0.01%
41,660 $3.54 Million
Q3 2022

Oct 13, 2022

SELL
$21.84 - $90.15 $6,923 - $28,577
-317 Reduced 0.76%
41,656 $3.29 Million
Q2 2022

Jul 20, 2022

BUY
$72.9 - $90.61 $3.06 Million - $3.8 Million
41,973 New
41,973 $3.19 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 $200B
  • 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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