A detailed history of Herold Advisors, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Herold Advisors, Inc. holds 7,853 shares of MS stock, worth $1 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,853
Previous 7,526 4.34%
Holding current value
$1 Million
Previous $731,000 11.9%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Nov 14, 2024

BUY
$92.07 - $106.96 $30,106 - $34,975
327 Added 4.34%
7,853 $818,000
Q2 2024

Jul 24, 2024

BUY
$86.19 - $101.53 $172 - $203
2 Added 0.03%
7,526 $731,000
Q1 2024

May 10, 2024

BUY
$83.9 - $94.16 $24,414 - $27,400
291 Added 4.02%
7,524 $708,000
Q4 2023

Feb 02, 2024

BUY
$70.4 - $93.66 $140 - $187
2 Added 0.03%
7,233 $674,000
Q3 2023

Nov 08, 2023

BUY
$81.65 - $94.67 $281,447 - $326,327
3,447 Added 91.09%
7,231 $590,000
Q2 2023

Jul 14, 2023

BUY
$81.22 - $91.12 $162 - $182
2 Added 0.05%
3,784 $323,000
Q1 2023

Apr 19, 2023

SELL
$83.95 - $100.83 $72,029 - $86,512
-858 Reduced 18.49%
3,782 $332,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $52,860 - $65,314
702 Added 17.83%
4,640 $394,000
Q3 2022

Nov 08, 2022

BUY
$21.84 - $90.15 $43 - $180
2 Added 0.05%
3,938 $311,000
Q2 2022

Jul 15, 2022

BUY
$72.9 - $90.61 $73,701 - $91,606
1,011 Added 34.56%
3,936 $299,000
Q1 2022

May 09, 2022

BUY
$83.31 - $108.73 $243,681 - $318,035
2,925 New
2,925 $255,000
Q4 2021

Jan 20, 2022

SELL
$94.82 - $104.66 $23,705 - $26,165
-250 Closed
0 $0
Q3 2021

Nov 03, 2021

BUY
$87.64 - $105.45 $21,910 - $26,362
250 New
250 $24,000

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 $217B
  • 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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