A detailed history of J.W. Cole Advisors, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 13,505 shares of MS stock, worth $1.82 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,505
Previous 13,224 2.12%
Holding current value
$1.82 Million
Previous $1.29 Million 9.49%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 24, 2024

BUY
$92.07 - $106.96 $25,871 - $30,055
281 Added 2.12%
13,505 $1.41 Million
Q2 2024

Aug 08, 2024

SELL
$86.19 - $101.53 $32,579 - $38,378
-378 Reduced 2.78%
13,224 $1.29 Million
Q1 2024

Apr 30, 2024

BUY
$83.9 - $94.16 $50,004 - $56,119
596 Added 4.58%
13,602 $1.28 Million
Q4 2023

Jan 31, 2024

BUY
$70.4 - $93.66 $102,572 - $136,462
1,457 Added 12.62%
13,006 $1.21 Million
Q3 2023

Oct 24, 2023

BUY
$81.65 - $94.67 $24,331 - $28,211
298 Added 2.65%
11,549 $943,000
Q2 2023

Jul 27, 2023

SELL
$81.22 - $91.12 $66,925 - $75,082
-824 Reduced 6.82%
11,251 $960,000
Q1 2023

May 03, 2023

BUY
$83.95 - $100.83 $20,567 - $24,703
245 Added 2.07%
12,075 $1.06 Million
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $29,065 - $35,913
386 Added 3.37%
11,830 $1.01 Million
Q3 2022

Oct 31, 2022

BUY
$21.84 - $90.15 $17,100 - $70,587
783 Added 7.34%
11,444 $904,000
Q2 2022

Jul 27, 2022

BUY
$72.9 - $90.61 $10,643 - $13,229
146 Added 1.39%
10,661 $811,000
Q1 2022

Jun 10, 2022

SELL
$83.31 - $108.73 $8.83 Million - $11.5 Million
-106,030 Reduced 90.98%
10,515 $919,000
Q1 2022

May 16, 2022

BUY
$83.31 - $108.73 $9.14 Million - $11.9 Million
109,706 Added 1604.12%
116,545 $832,000
Q4 2021

Jan 25, 2022

SELL
$94.82 - $104.66 $22,851 - $25,223
-241 Reduced 3.4%
6,839 $671,000
Q3 2021

Oct 26, 2021

BUY
$87.64 - $105.45 $74,932 - $90,159
855 Added 13.73%
7,080 $689,000
Q2 2021

Aug 06, 2021

SELL
$77.29 - $93.96 $74,507 - $90,577
-964 Reduced 13.41%
6,225 $571,000
Q1 2021

Apr 28, 2021

BUY
$67.05 - $84.34 $23,735 - $29,856
354 Added 5.18%
7,189 $558,000
Q4 2020

Feb 12, 2021

SELL
$47.26 - $68.53 $246,791 - $357,863
-5,222 Reduced 43.31%
6,835 $468,000
Q3 2020

Nov 05, 2020

BUY
$46.42 - $53.25 $559,685 - $642,035
12,057 New
12,057 $573,000
Q1 2020

May 07, 2020

SELL
$27.81 - $57.51 $212,802 - $440,066
-7,652 Closed
0 $0
Q4 2019

Jan 23, 2020

BUY
$39.82 - $51.12 $304,702 - $391,170
7,652 New
7,652 $391,000

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 $228B
  • 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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