A detailed history of Everhart Financial Group, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 5,205 shares of MS stock, worth $661,347. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,205
Previous 4,030 29.16%
Holding current value
$661,347
Previous $391,000 38.62%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Nov 04, 2024

BUY
$92.07 - $106.96 $108,182 - $125,677
1,175 Added 29.16%
5,205 $542,000
Q2 2024

Jul 24, 2024

BUY
$86.19 - $101.53 $119,373 - $140,619
1,385 Added 52.36%
4,030 $391,000
Q1 2024

May 13, 2024

BUY
$83.9 - $94.16 $221,915 - $249,053
2,645 New
2,645 $249,000
Q3 2023

Oct 25, 2023

BUY
$81.65 - $94.67 $31,108 - $36,069
381 Added 8.75%
4,734 $386,000
Q2 2023

Jul 13, 2023

SELL
$81.22 - $91.12 $37,361 - $41,915
-460 Reduced 9.56%
4,353 $371,000
Q1 2023

Apr 25, 2023

BUY
$83.95 - $100.83 $68,251 - $81,974
813 Added 20.33%
4,813 $422,000
Q4 2022

Feb 09, 2023

BUY
$75.3 - $93.04 $6,475 - $8,001
86 Added 2.2%
4,000 $340,000
Q3 2022

Oct 12, 2022

BUY
$21.84 - $90.15 $15,965 - $65,899
731 Added 22.97%
3,914 $309,000
Q2 2022

Jul 12, 2022

BUY
$72.9 - $90.61 $232,040 - $288,411
3,183 New
3,183 $242,000

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 $215B
  • 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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