A detailed history of Hcr Wealth Advisors transactions in Morgan Stanley stock. As of the latest transaction made, Hcr Wealth Advisors holds 25,096 shares of MS stock, worth $2.61 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
25,096
Previous 25,370 1.08%
Holding current value
$2.61 Million
Previous $2.39 Million 2.14%
% of portfolio
0.35%
Previous 0.36%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$86.19 - $101.53 $23,616 - $27,819
-274 Reduced 1.08%
25,096 $2.44 Million
Q1 2024

May 10, 2024

SELL
$83.9 - $94.16 $13,675 - $15,348
-163 Reduced 0.64%
25,370 $2.39 Million
Q4 2023

Feb 09, 2024

BUY
$70.4 - $93.66 $375,795 - $499,957
5,338 Added 26.43%
25,533 $2.38 Million
Q3 2023

Oct 20, 2023

SELL
$81.65 - $94.67 $339,990 - $394,205
-4,164 Reduced 17.09%
20,195 $1.65 Million
Q2 2023

Aug 09, 2023

BUY
$81.22 - $91.12 $10,152 - $11,390
125 Added 0.52%
24,359 $2.08 Million
Q1 2023

May 12, 2023

SELL
$83.95 - $100.83 $1,175 - $1,411
-14 Reduced 0.06%
24,234 $2.13 Million
Q4 2022

Feb 13, 2023

SELL
$75.3 - $93.04 $74,697 - $92,295
-992 Reduced 3.93%
24,248 $2.06 Million
Q3 2022

Nov 07, 2022

SELL
$21.84 - $90.15 $6,573 - $27,135
-301 Reduced 1.18%
25,240 $1.99 Million
Q2 2022

Aug 12, 2022

SELL
$72.9 - $90.61 $73,410 - $91,244
-1,007 Reduced 3.79%
25,541 $1.94 Million
Q1 2022

May 05, 2022

BUY
$83.31 - $108.73 $7,414 - $9,676
89 Added 0.34%
26,548 $2.32 Million
Q4 2021

Feb 04, 2022

SELL
$94.82 - $104.66 $91,122 - $100,578
-961 Reduced 3.5%
26,459 $2.6 Million
Q3 2021

Nov 02, 2021

BUY
$87.64 - $105.45 $55,300 - $66,538
631 Added 2.36%
27,420 $2.67 Million
Q2 2021

Jul 21, 2021

BUY
$77.29 - $93.96 $226,305 - $275,114
2,928 Added 12.27%
26,789 $2.46 Million
Q1 2021

May 13, 2021

SELL
$67.05 - $84.34 $273,631 - $344,191
-4,081 Reduced 14.61%
23,861 $1.85 Million
Q4 2020

Feb 04, 2021

BUY
$47.26 - $68.53 $118,669 - $172,078
2,511 Added 9.87%
27,942 $1.92 Million
Q3 2020

Nov 05, 2020

BUY
$46.42 - $53.25 $81,977 - $94,039
1,766 Added 7.46%
25,431 $1.23 Million
Q2 2020

Jul 30, 2020

SELL
$31.62 - $50.4 $32,347 - $51,559
-1,023 Reduced 4.14%
23,665 $1.13 Million
Q1 2020

May 08, 2020

SELL
$27.81 - $57.51 $42,910 - $88,737
-1,543 Reduced 5.88%
24,688 $839,000
Q4 2019

Feb 07, 2020

SELL
$39.82 - $51.12 $7,446 - $9,559
-187 Reduced 0.71%
26,231 $1.34 Million
Q3 2019

Nov 07, 2019

BUY
$39.1 - $45.74 $180,211 - $210,815
4,609 Added 21.13%
26,418 $1.14 Million
Q2 2019

Jul 25, 2019

SELL
$40.69 - $48.46 $128,376 - $152,891
-3,155 Reduced 12.64%
21,809 $955,000
Q1 2019

May 10, 2019

SELL
$39.68 - $44.49 $469,612 - $526,539
-11,835 Reduced 32.16%
24,964 $1.08 Million
Q4 2018

Jan 31, 2019

SELL
$37.01 - $47.27 $50,185 - $64,098
-1,356 Reduced 3.55%
36,799 $1.46 Million
Q3 2018

Nov 09, 2018

BUY
$46.57 - $51.05 $219,018 - $240,088
4,703 Added 14.06%
38,155 $1.71 Million
Q2 2018

Aug 14, 2018

BUY
$47.19 - $55.22 $44,217 - $51,741
937 Added 2.88%
33,452 $1.59 Million
Q1 2018

May 15, 2018

SELL
$51.79 - $58.91 $1,760 - $2,002
-34 Reduced 0.1%
32,515 $1.76 Million
Q4 2017

Feb 13, 2018

BUY
$48.1 - $53.85 $59,163 - $66,235
1,230 Added 3.93%
32,549 $1.71 Million
Q3 2017

Nov 13, 2017

BUY
$44.01 - $48.31 $59,545 - $65,363
1,353 Added 4.52%
31,319 $1.51 Million
Q2 2017

Aug 16, 2017

BUY
N/A
29,966
29,966 $1.34 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 $176B
  • 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
Track This Portfolio

Track Hcr Wealth Advisors Portfolio

Follow Hcr Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.