A detailed history of Forte Capital LLC transactions in Morgan Stanley stock. As of the latest transaction made, Forte Capital LLC holds 4,340 shares of MS stock, worth $432,220. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,340
Previous 3,890 11.57%
Holding current value
$432,220
Previous $362,000 12.71%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$83.9 - $94.16 $37,755 - $42,372
450 Added 11.57%
4,340 $408,000
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $3,520 - $4,683
-50 Reduced 1.27%
3,890 $362,000
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $34,456 - $39,950
422 Added 12.0%
3,940 $321,000
Q2 2023

Aug 09, 2023

BUY
$81.22 - $91.12 $1,055 - $1,184
13 Added 0.37%
3,518 $300,000
Q1 2023

May 11, 2023

BUY
$83.95 - $100.83 $5,456 - $6,553
65 Added 1.89%
3,505 $307,000
Q4 2022

Feb 13, 2023

BUY
$75.3 - $93.04 $47,137 - $58,243
626 Added 22.25%
3,440 $292,000
Q3 2022

Oct 21, 2022

BUY
$21.84 - $90.15 $61,457 - $253,682
2,814 New
2,814 $222,000
Q1 2022

Apr 29, 2022

SELL
$83.31 - $108.73 $11,246 - $14,678
-135 Reduced 5.73%
2,221 $218,000
Q4 2021

Jan 20, 2022

BUY
$94.82 - $104.66 $1,896 - $2,093
20 Added 0.86%
2,356 $231,000
Q3 2021

Oct 27, 2021

BUY
$87.64 - $105.45 $204,727 - $246,331
2,336 New
2,336 $227,000

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
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