A detailed history of Jamison Private Wealth Management, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 2,601 shares of MS stock, worth $347,649. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,601
Previous 1,122 131.82%
Holding current value
$347,649
Previous $109 Million 148.73%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Oct 15, 2024

BUY
$92.07 - $106.96 $136,171 - $158,193
1,479 Added 131.82%
2,601 $271 Million
Q2 2024

Jul 11, 2024

BUY
$86.19 - $101.53 $22,150 - $26,093
257 Added 29.71%
1,122 $109 Million
Q1 2024

Apr 26, 2024

BUY
$83.9 - $94.16 $17,115 - $19,208
204 Added 30.86%
865 $81.5 Million
Q4 2023

Jan 17, 2024

BUY
$70.4 - $93.66 $21,894 - $29,128
311 Added 88.86%
661 $61.6 Million
Q3 2023

Jan 05, 2024

BUY
$81.65 - $94.67 $28,577 - $33,134
350 New
350 $28.6 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 $226B
  • 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 Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. 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 Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.