A detailed history of Intergy Private Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 2,527 shares of MS stock, worth $338,769. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,527
Previous 2,324 8.73%
Holding current value
$338,769
Previous $225,000 16.89%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 17, 2024

BUY
$92.07 - $106.96 $18,690 - $21,712
203 Added 8.73%
2,527 $263,000
Q2 2024

Jul 15, 2024

BUY
$86.19 - $101.53 $200,305 - $235,955
2,324 New
2,324 $225,000

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 $227B
  • 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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