A detailed history of Hbk Sorce Advisory LLC transactions in Morgan Stanley stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 5,049 shares of MS stock, worth $664,498. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,049
Previous 4,502 12.15%
Holding current value
$664,498
Previous $437,000 20.37%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$92.07 - $106.96 $50,362 - $58,507
547 Added 12.15%
5,049 $526,000
Q2 2024

Aug 08, 2024

BUY
$86.19 - $101.53 $5,171 - $6,091
60 Added 1.35%
4,502 $437,000
Q1 2024

May 09, 2024

SELL
$83.9 - $94.16 $5,453 - $6,120
-65 Reduced 1.44%
4,442 $418,000
Q4 2023

Jan 25, 2024

SELL
$70.4 - $93.66 $14,502 - $19,293
-206 Reduced 4.37%
4,507 $420,000
Q3 2023

Nov 06, 2023

SELL
$81.65 - $94.67 $23,760 - $27,548
-291 Reduced 5.82%
4,713 $384,000
Q2 2023

Aug 04, 2023

SELL
$81.22 - $91.12 $505,025 - $566,584
-6,218 Reduced 55.41%
5,004 $427,000
Q1 2023

Aug 15, 2023

BUY
$83.95 - $100.83 $42,310 - $50,818
504 Added 10.07%
5,508 $483,000
Q1 2023

May 15, 2023

SELL
$83.95 - $100.83 $16,957 - $20,367
-202 Reduced 1.77%
11,222 $1.49 Million
Q4 2022

Feb 09, 2023

BUY
$75.3 - $93.04 $411,665 - $508,649
5,467 Added 91.77%
11,424 $971,000
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $44,291 - $182,824
2,028 Added 51.62%
5,957 $471,000
Q2 2022

Aug 15, 2022

SELL
$72.9 - $90.61 $146,747 - $182,397
-2,013 Reduced 33.88%
3,929 $299,000
Q1 2022

May 13, 2022

SELL
$83.31 - $108.73 $34,157 - $44,579
-410 Reduced 6.45%
5,942 $519,000
Q4 2021

Feb 15, 2022

BUY
$94.82 - $104.66 $33,471 - $36,944
353 Added 5.88%
6,352 $623,000
Q3 2021

Nov 15, 2021

BUY
$87.64 - $105.45 $149,776 - $180,214
1,709 Added 39.84%
5,999 $584,000
Q2 2021

Aug 12, 2021

BUY
$77.29 - $93.96 $83,859 - $101,946
1,085 Added 33.85%
4,290 $393,000
Q1 2021

May 14, 2021

BUY
$67.05 - $84.34 $214,895 - $270,309
3,205 New
3,205 $249,000

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 $223B
  • 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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