A detailed history of Davis Investment Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Davis Investment Partners, LLC holds 1,793 shares of MS stock, worth $285,893. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,793
Previous 1,799 0.33%
Holding current value
$285,893
Previous $254 Million 10.81%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

SELL
$139.09 - $161.16 $834 - $966
-6 Reduced 0.33%
1,793 $281 Million
Q2 2025

Jul 08, 2025

SELL
$99.83 - $140.86 $24,059 - $33,947
-241 Reduced 11.81%
1,799 $254 Million
Q1 2025

Apr 15, 2025

BUY
$111.68 - $141.08 $43,666 - $55,162
391 Added 23.71%
2,040 $223 Million
Q4 2024

Jan 13, 2025

BUY
$104.42 - $134.99 $172,188 - $222,598
1,649 New
1,649 $204 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 $270B
  • 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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