A detailed history of Global Retirement Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Global Retirement Partners, LLC holds 14,117 shares of MS stock, worth $1.71 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,117
Previous 13,054 8.14%
Holding current value
$1.71 Million
Previous $1.27 Million 16.01%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 16, 2024

BUY
$92.07 - $106.96 $97,870 - $113,698
1,063 Added 8.14%
14,117 $1.47 Million
Q2 2024

Jul 23, 2024

BUY
$86.19 - $101.53 $187,032 - $220,320
2,170 Added 19.94%
13,054 $1.27 Million
Q1 2024

Apr 23, 2024

BUY
$83.9 - $94.16 $67,287 - $75,516
802 Added 7.95%
10,884 $1.02 Million
Q4 2023

Jan 18, 2024

BUY
$70.4 - $93.66 $146,080 - $194,344
2,075 Added 25.91%
10,082 $940,000
Q3 2023

Oct 13, 2023

SELL
$81.65 - $94.67 $29,883 - $34,649
-366 Reduced 4.37%
8,007 $653,000
Q2 2023

Jul 20, 2023

SELL
$81.22 - $91.12 $113,301 - $127,112
-1,395 Reduced 14.28%
8,373 $715,000
Q1 2023

May 05, 2023

BUY
$83.95 - $100.83 $451,483 - $542,263
5,378 Added 122.51%
9,768 $857,000
Q4 2022

Feb 13, 2023

BUY
$75.3 - $93.04 $49,020 - $60,569
651 Added 17.41%
4,390 $373,000
Q3 2022

Nov 03, 2022

SELL
$21.84 - $90.15 $3,276 - $13,522
-150 Reduced 3.86%
3,739 $307,000
Q2 2022

Jul 15, 2022

SELL
$72.9 - $90.61 $2,478 - $3,080
-34 Reduced 0.87%
3,889 $296,000
Q1 2022

Jul 14, 2022

BUY
$83.31 - $108.73 $326,825 - $426,547
3,923 New
3,923 $322,000
Q4 2021

Jan 21, 2022

SELL
$94.82 - $104.66 $155,504 - $171,642
-1,640 Closed
0 $0
Q3 2021

Oct 22, 2021

BUY
$87.64 - $105.45 $22,786 - $27,417
260 Added 18.84%
1,640 $160,000
Q2 2021

Jul 15, 2021

BUY
$77.29 - $93.96 $23,109 - $28,094
299 Added 27.66%
1,380 $127,000
Q1 2021

Apr 14, 2021

BUY
$67.05 - $84.34 $7,375 - $9,277
110 Added 11.33%
1,081 $84,000
Q4 2020

Jan 13, 2021

BUY
$47.26 - $68.53 $4,726 - $6,853
100 Added 11.48%
971 $67,000
Q2 2020

Jul 13, 2020

BUY
$31.62 - $50.4 $17,802 - $28,375
563 Added 182.79%
871 $42,000
Q4 2019

Jan 23, 2020

SELL
$39.82 - $51.12 $5,574 - $7,156
-140 Reduced 31.25%
308 $16,000
Q3 2019

Nov 19, 2019

BUY
$39.1 - $45.74 $2,189 - $2,561
56 Added 14.29%
448 $19,000
Q1 2019

May 07, 2019

BUY
$39.68 - $44.49 $2,063 - $2,313
52 Added 15.29%
392 $17,000
Q4 2018

Feb 22, 2019

SELL
$37.01 - $47.27 $10,917 - $13,944
-295 Reduced 46.46%
340 $13,000
Q3 2018

Oct 17, 2018

BUY
$46.57 - $51.05 $9,314 - $10,210
200 Added 45.98%
635 $30,000
Q2 2018

Aug 13, 2018

SELL
$47.19 - $55.22 $2,831 - $3,313
-60 Reduced 12.12%
435 $21,000
Q1 2018

Aug 10, 2018

SELL
$51.79 - $58.91 $50,598 - $57,555
-977 Reduced 66.37%
495 $27,000
Q4 2017

Aug 13, 2018

BUY
$48.1 - $53.85 $44,829 - $50,188
932 Added 172.59%
1,472 $77,000
Q3 2017

Aug 10, 2018

BUY
$44.01 - $48.31 $17,604 - $19,324
400 Added 285.71%
540 $26,000
Q2 2017

Aug 10, 2018

SELL
N/A
-276 Reduced 66.35%
140 $6,000
Q1 2017

Aug 10, 2018

BUY
N/A
416
416 $18,000

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 $205B
  • 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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