A detailed history of Evergreen Capital Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Evergreen Capital Management LLC holds 4,723 shares of MS stock, worth $564,115. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,723
Previous 3,695 27.82%
Holding current value
$564,115
Previous $347,000 32.28%
% of portfolio
0.02%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$86.19 - $101.53 $88,603 - $104,372
1,028 Added 27.82%
4,723 $459,000
Q1 2024

May 15, 2024

BUY
$83.9 - $94.16 $57,974 - $65,064
691 Added 23.0%
3,695 $347,000
Q4 2023

Feb 14, 2024

SELL
$70.4 - $93.66 $229,152 - $304,863
-3,255 Reduced 52.01%
3,004 $280,000
Q3 2023

Nov 14, 2023

BUY
$81.65 - $94.67 $94,550 - $109,627
1,158 Added 22.7%
6,259 $511,000
Q2 2023

Aug 14, 2023

SELL
$81.22 - $91.12 $171,617 - $192,536
-2,113 Reduced 29.29%
5,101 $435,000
Q1 2023

May 15, 2023

BUY
$83.95 - $100.83 $38,952 - $46,785
464 Added 6.87%
7,214 $633,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $1,581 - $1,953
21 Added 0.31%
6,750 $573,000
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $52,197 - $215,458
2,390 Added 55.08%
6,729 $531,000
Q2 2022

Aug 15, 2022

SELL
$72.9 - $90.61 $7,435 - $9,242
-102 Reduced 2.3%
4,339 $330,000
Q1 2022

May 16, 2022

BUY
$83.31 - $108.73 $19,244 - $25,116
231 Added 5.49%
4,441 $388,000
Q4 2021

Mar 11, 2022

SELL
$94.82 - $104.66 $1,896 - $2,093
-20 Reduced 0.47%
4,210 $413,000
Q3 2021

Nov 15, 2021

BUY
$87.64 - $105.45 $26,292 - $31,635
300 Added 7.63%
4,230 $412,000
Q2 2021

Aug 16, 2021

BUY
$77.29 - $93.96 $48,460 - $58,912
627 Added 18.98%
3,930 $360,000
Q1 2021

May 17, 2021

BUY
$67.05 - $84.34 $221,466 - $278,575
3,303 New
3,303 $257,000
Q1 2020

May 15, 2020

SELL
$27.81 - $57.51 $111,629 - $230,845
-4,014 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$39.82 - $51.12 $159,837 - $205,195
4,014 New
4,014 $205,000

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 $202B
  • 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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