A detailed history of Dfpg Investments, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Dfpg Investments, LLC holds 8,101 shares of MS stock, worth $806,778. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,101
Previous 8,148 0.58%
Holding current value
$806,778
Previous $665,000 13.53%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$70.4 - $93.66 $3,308 - $4,402
-47 Reduced 0.58%
8,101 $755,000
Q3 2023

Nov 13, 2023

SELL
$81.65 - $94.67 $253,523 - $293,950
-3,105 Reduced 27.59%
8,148 $665,000
Q2 2023

Jul 24, 2023

BUY
$81.22 - $91.12 $183,882 - $206,295
2,264 Added 25.19%
11,253 $961,000
Q1 2023

Apr 10, 2023

BUY
$83.95 - $100.83 $194,428 - $233,522
2,316 Added 34.71%
8,989 $789,000
Q4 2022

Feb 02, 2023

BUY
$75.3 - $93.04 $502,476 - $620,855
6,673 New
6,673 $567,000

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 $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 Dfpg Investments, LLC Portfolio

Follow Dfpg Investments, 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 Dfpg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dfpg Investments, LLC with notifications on news.