A detailed history of Institutional & Family Asset Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 46,631 shares of MS stock, worth $5.62 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
46,631
Previous 47,922 2.69%
Holding current value
$5.62 Million
Previous $4.51 Million 0.44%
% of portfolio
0.54%
Previous 0.55%

Shares

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

Jul 05, 2024

SELL
$86.19 - $101.53 $111,271 - $131,075
-1,291 Reduced 2.69%
46,631 $4.53 Million
Q1 2024

May 08, 2024

SELL
$83.9 - $94.16 $301,033 - $337,846
-3,588 Reduced 6.97%
47,922 $4.51 Million
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $38,720 - $51,513
-550 Reduced 1.06%
51,510 $4.8 Million
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $5,225 - $6,058
64 Added 0.12%
52,060 $4.25 Million
Q2 2023

Aug 09, 2023

SELL
$81.22 - $91.12 $21,929 - $24,602
-270 Reduced 0.52%
51,996 $4.44 Million
Q1 2023

May 08, 2023

SELL
$83.95 - $100.83 $376,767 - $452,525
-4,488 Reduced 7.91%
52,266 $4.59 Million
Q4 2022

Feb 08, 2023

SELL
$75.3 - $93.04 $6,325 - $7,815
-84 Reduced 0.15%
56,754 $4.83 Million
Q3 2022

Nov 07, 2022

BUY
$21.84 - $90.15 $244,542 - $1.01 Million
11,197 Added 24.53%
56,838 $4.49 Million
Q2 2022

Aug 08, 2022

BUY
$72.9 - $90.61 $184,874 - $229,786
2,536 Added 5.88%
45,641 $3.47 Million
Q1 2022

May 11, 2022

BUY
$83.31 - $108.73 $45,237 - $59,040
543 Added 1.28%
43,105 $3.77 Million
Q4 2021

Feb 14, 2022

SELL
$94.82 - $104.66 $166,503 - $183,782
-1,756 Reduced 3.96%
42,562 $4.18 Million
Q3 2021

Nov 10, 2021

SELL
$87.64 - $105.45 $321,726 - $387,106
-3,671 Reduced 7.65%
44,318 $4.31 Million
Q2 2021

Aug 10, 2021

SELL
$77.29 - $93.96 $595,674 - $724,149
-7,707 Reduced 13.84%
47,989 $4.4 Million
Q1 2021

May 06, 2021

BUY
$67.05 - $84.34 $793,402 - $997,995
11,833 Added 26.98%
55,696 $4.33 Million
Q4 2020

Feb 03, 2021

SELL
$47.26 - $68.53 $519,670 - $753,555
-10,996 Reduced 20.04%
43,863 $3.01 Million
Q3 2020

Oct 30, 2020

SELL
$46.42 - $53.25 $917,212 - $1.05 Million
-19,759 Reduced 26.48%
54,859 $2.65 Million
Q2 2020

Aug 14, 2020

SELL
$31.62 - $50.4 $300,737 - $479,354
-9,511 Reduced 11.31%
74,618 $3.6 Million
Q1 2020

May 14, 2020

BUY
$27.81 - $57.51 $666,939 - $1.38 Million
23,982 Added 39.87%
84,129 $2.86 Million
Q4 2019

Feb 14, 2020

SELL
$39.82 - $51.12 $267,351 - $343,219
-6,714 Reduced 10.04%
60,147 $3.08 Million
Q3 2019

Nov 14, 2019

BUY
$39.1 - $45.74 $25,024 - $29,273
640 Added 0.97%
66,861 $2.85 Million
Q2 2019

Aug 14, 2019

SELL
$40.69 - $48.46 $302,570 - $360,348
-7,436 Reduced 10.1%
66,221 $2.9 Million
Q1 2019

May 13, 2019

BUY
$39.68 - $44.49 $144,236 - $161,721
3,635 Added 5.19%
73,657 $3.11 Million
Q4 2018

Feb 14, 2019

BUY
$37.01 - $47.27 $332,349 - $424,484
8,980 Added 14.71%
70,022 $2.78 Million
Q3 2018

Nov 13, 2018

BUY
$46.57 - $51.05 $28,966 - $31,753
622 Added 1.03%
61,042 $2.84 Million
Q2 2018

Aug 13, 2018

BUY
$47.19 - $55.22 $2.85 Million - $3.33 Million
60,330 Added 67033.33%
60,420 $2.86 Million
Q1 2018

May 14, 2018

BUY
$51.79 - $58.91 $4,661 - $5,301
90 New
90 $5,000

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 $204B
  • 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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