A detailed history of Forum Financial Management, LP transactions in Morgan Stanley stock. As of the latest transaction made, Forum Financial Management, LP holds 19,161 shares of MS stock, worth $2.51 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,161
Previous 19,027 0.7%
Holding current value
$2.51 Million
Previous $1.85 Million 8.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 29, 2024

BUY
$92.07 - $106.96 $12,337 - $14,332
134 Added 0.7%
19,161 $2 Million
Q2 2024

Jul 30, 2024

BUY
$86.19 - $101.53 $11,290 - $13,300
131 Added 0.69%
19,027 $1.85 Million
Q1 2024

May 09, 2024

SELL
$83.9 - $94.16 $12,081 - $13,559
-144 Reduced 0.76%
18,896 $1.78 Million
Q4 2023

Feb 07, 2024

SELL
$70.4 - $93.66 $55,545 - $73,897
-789 Reduced 3.98%
19,040 $1.78 Million
Q3 2023

Nov 03, 2023

BUY
$81.65 - $94.67 $163 - $189
2 Added 0.01%
19,829 $1.62 Million
Q2 2023

Jul 26, 2023

BUY
$81.22 - $91.12 $87,717 - $98,409
1,080 Added 5.76%
19,827 $1.69 Million
Q1 2023

Apr 19, 2023

SELL
$83.95 - $100.83 $17,293 - $20,770
-206 Reduced 1.09%
18,747 $1.65 Million
Q4 2022

Jan 24, 2023

BUY
$75.3 - $93.04 $16,415 - $20,282
218 Added 1.16%
18,953 $0
Q3 2022

Nov 07, 2022

SELL
$21.84 - $90.15 $4,433 - $18,300
-203 Reduced 1.07%
18,735 $1.48 Million
Q2 2022

Aug 15, 2022

BUY
$72.9 - $90.61 $152,944 - $190,099
2,098 Added 12.46%
18,938 $1.44 Million
Q1 2022

May 16, 2022

BUY
$83.31 - $108.73 $83 - $108
1 Added 0.01%
16,840 $1.47 Million
Q4 2021

Feb 18, 2022

BUY
$94.82 - $104.66 $1.6 Million - $1.76 Million
16,839 New
16,839 $1.65 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 $222B
  • 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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