A detailed history of Dimensional Fund Advisors LP transactions in Morgan Stanley stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 8,102,065 shares of MS stock, worth $1 Billion. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,102,065
Previous 8,834,372 8.29%
Holding current value
$1 Billion
Previous $859 Million 1.64%
% of portfolio
0.21%
Previous 0.23%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$92.07 - $106.96 $67.4 Million - $78.3 Million
-732,307 Reduced 8.29%
8,102,065 $845 Million
Q2 2024

Aug 09, 2024

BUY
$86.19 - $101.53 $20.9 Million - $24.7 Million
242,896 Added 2.83%
8,834,372 $859 Million
Q1 2024

May 10, 2024

SELL
$83.9 - $94.16 $7.74 Million - $8.68 Million
-92,212 Reduced 1.06%
8,591,476 $809 Million
Q4 2023

Feb 07, 2024

SELL
$70.4 - $93.66 $35.8 Million - $47.6 Million
-508,544 Reduced 5.53%
8,683,688 $810 Million
Q3 2023

Nov 09, 2023

SELL
$81.65 - $94.67 $45.8 Million - $53.1 Million
-560,887 Reduced 5.75%
9,192,232 $751 Million
Q2 2023

Aug 09, 2023

SELL
$81.22 - $91.12 $15.8 Million - $17.7 Million
-194,357 Reduced 1.95%
9,753,119 $833 Million
Q1 2023

May 12, 2023

BUY
$83.95 - $100.83 $24.4 Million - $29.3 Million
290,784 Added 3.01%
9,947,476 $873 Million
Q4 2022

Feb 09, 2023

BUY
$75.3 - $93.04 $8.36 Million - $10.3 Million
111,008 Added 1.16%
9,656,692 $821 Million
Q3 2022

Nov 10, 2022

SELL
$21.84 - $90.15 $12 Million - $49.4 Million
-547,601 Reduced 5.43%
9,545,684 $754 Million
Q2 2022

Aug 12, 2022

SELL
$72.9 - $90.61 $4.96 Million - $6.16 Million
-68,032 Reduced 0.67%
10,093,285 $768 Million
Q1 2022

May 13, 2022

SELL
$83.31 - $108.73 $32.1 Million - $41.9 Million
-385,213 Reduced 3.65%
10,161,317 $888 Million
Q4 2021

Feb 09, 2022

SELL
$94.82 - $104.66 $90.9 Million - $100 Million
-959,143 Reduced 8.34%
10,546,530 $1.04 Billion
Q3 2021

Nov 12, 2021

SELL
$87.64 - $105.45 $8.15 Million - $9.8 Million
-92,970 Reduced 0.8%
11,505,673 $1.12 Billion
Q2 2021

Aug 12, 2021

SELL
$77.29 - $93.96 $64.4 Million - $78.3 Million
-833,788 Reduced 6.71%
11,598,643 $1.06 Billion
Q1 2021

May 14, 2021

BUY
$67.05 - $84.34 $31.2 Million - $39.2 Million
465,330 Added 3.89%
12,432,431 $966 Million
Q4 2020

Feb 25, 2021

BUY
$47.26 - $68.53 $566 Million - $820 Million
11,967,101 New
11,967,101 $820 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 $209B
  • 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 Dimensional Fund Advisors LP Portfolio

Follow Dimensional Fund Advisors LP 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 Dimensional Fund Advisors LP, based on Form 13F filings with the SEC.

News

Stay updated on Dimensional Fund Advisors LP with notifications on news.