A detailed history of Ever Source Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 11,895 shares of MS stock, worth $1.6 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,895
Previous 11,787 0.92%
Holding current value
$1.6 Million
Previous $1.15 Million 8.21%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 08, 2024

BUY
$92.07 - $106.96 $9,943 - $11,551
108 Added 0.92%
11,895 $1.24 Million
Q2 2024

Aug 13, 2024

BUY
$86.19 - $101.53 $9,911 - $11,675
115 Added 0.99%
11,787 $1.15 Million
Q1 2024

Jun 11, 2024

BUY
$83.9 - $94.16 $11,242 - $12,617
134 Added 1.16%
11,672 $1.1 Million
Q4 2023

Feb 09, 2024

BUY
$70.4 - $93.66 $39,283 - $52,262
558 Added 5.08%
11,538 $1.08 Million
Q3 2023

Nov 03, 2023

SELL
$81.65 - $94.67 $31,435 - $36,447
-385 Reduced 3.39%
10,980 $896,000
Q2 2023

Aug 04, 2023

SELL
$81.22 - $91.12 $35,249 - $39,546
-434 Reduced 3.68%
11,365 $970,000
Q1 2023

May 11, 2023

BUY
$83.95 - $100.83 $64,137 - $77,034
764 Added 6.92%
11,799 $1.04 Million
Q4 2022

Feb 09, 2023

SELL
$75.3 - $93.04 $388,773 - $480,365
-5,163 Reduced 31.87%
11,035 $938,000
Q3 2022

Nov 07, 2022

BUY
$21.84 - $90.15 $274,943 - $1.13 Million
12,589 Added 348.82%
16,198 $1.28 Million
Q2 2022

Aug 01, 2022

SELL
$72.9 - $90.61 $5,977 - $7,430
-82 Reduced 2.22%
3,609 $275,000
Q1 2022

May 25, 2022

SELL
$83.31 - $108.73 $1,249 - $1,630
-15 Reduced 0.4%
3,691 $322,000
Q4 2021

Feb 07, 2022

BUY
$94.82 - $104.66 $351,402 - $387,869
3,706 New
3,706 $364,000

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 $228B
  • 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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