A detailed history of Joel Isaacson & Co., LLC transactions in Morgan Stanley stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 47,795 shares of MS stock, worth $6.27 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
47,795
Previous 47,834 0.08%
Holding current value
$6.27 Million
Previous $4.65 Million 7.19%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Oct 23, 2024

SELL
$92.07 - $106.96 $3,590 - $4,171
-39 Reduced 0.08%
47,795 $4.98 Million
Q2 2024

Jul 23, 2024

BUY
$86.19 - $101.53 $16,634 - $19,595
193 Added 0.41%
47,834 $4.65 Million
Q1 2024

Apr 29, 2024

BUY
$83.9 - $94.16 $253,461 - $284,457
3,021 Added 6.77%
47,641 $4.49 Million
Q4 2023

Jan 24, 2024

BUY
$70.4 - $93.66 $13,939 - $18,544
198 Added 0.45%
44,620 $4.16 Million
Q3 2023

Oct 23, 2023

BUY
$81.65 - $94.67 $2,776 - $3,218
34 Added 0.08%
44,422 $3.63 Million
Q2 2023

Jul 26, 2023

BUY
$81.22 - $91.12 $2,923 - $3,280
36 Added 0.08%
44,388 $3.79 Million
Q1 2023

Apr 24, 2023

SELL
$83.95 - $100.83 $12,592 - $15,124
-150 Reduced 0.34%
44,352 $3.89 Million
Q4 2022

Jan 27, 2023

BUY
$75.3 - $93.04 $16,038 - $19,817
213 Added 0.48%
44,502 $0
Q3 2022

Oct 13, 2022

BUY
$21.84 - $90.15 $2,882 - $11,899
132 Added 0.3%
44,289 $3.5 Million
Q2 2022

Jul 15, 2022

BUY
$72.9 - $90.61 $2,332 - $2,899
32 Added 0.07%
44,157 $3.36 Million
Q1 2022

Apr 21, 2022

BUY
$83.31 - $108.73 $2,166 - $2,826
26 Added 0.06%
44,125 $3.82 Million
Q4 2021

Jan 19, 2022

BUY
$94.82 - $104.66 $2,370 - $2,616
25 Added 0.06%
44,099 $4.33 Million
Q3 2021

Oct 21, 2021

SELL
$87.64 - $105.45 $17,089 - $20,562
-195 Reduced 0.44%
44,074 $4.29 Million
Q2 2021

Jul 20, 2021

BUY
$77.29 - $93.96 $1,159 - $1,409
15 Added 0.03%
44,269 $4.06 Million
Q1 2021

Apr 23, 2021

BUY
$67.05 - $84.34 $1,072 - $1,349
16 Added 0.04%
44,254 $3.44 Million
Q4 2020

Jan 22, 2021

BUY
$47.26 - $68.53 $1,039 - $1,507
22 Added 0.05%
44,238 $3.03 Million
Q3 2020

Oct 14, 2020

BUY
$46.42 - $53.25 $1,206 - $1,384
26 Added 0.06%
44,216 $2.14 Million
Q2 2020

Jul 21, 2020

BUY
$31.62 - $50.4 $7,999 - $12,751
253 Added 0.58%
44,190 $2.13 Million
Q1 2020

Apr 21, 2020

BUY
$27.81 - $57.51 $34,011 - $70,334
1,223 Added 2.86%
43,937 $1.49 Million
Q4 2019

Jan 24, 2020

BUY
$39.82 - $51.12 $995 - $1,278
25 Added 0.06%
42,714 $2.18 Million
Q3 2019

Oct 15, 2019

SELL
$39.1 - $45.74 $37,340 - $43,681
-955 Reduced 2.19%
42,689 $1.82 Million
Q2 2019

Jul 11, 2019

SELL
$40.69 - $48.46 $7,812 - $9,304
-192 Reduced 0.44%
43,644 $1.91 Million
Q1 2019

Apr 09, 2019

BUY
$39.68 - $44.49 $872 - $978
22 Added 0.05%
43,836 $1.85 Million
Q4 2018

Jan 18, 2019

BUY
$37.01 - $47.27 $44,930 - $57,385
1,214 Added 2.85%
43,814 $1.83 Million
Q3 2018

Oct 19, 2018

BUY
$46.57 - $51.05 $791 - $867
17 Added 0.04%
42,600 $1.98 Million
Q2 2018

Aug 01, 2018

BUY
$47.19 - $55.22 $613 - $717
13 Added 0.03%
42,583 $2.02 Million
Q1 2018

May 01, 2018

BUY
$51.79 - $58.91 $621 - $706
12 Added 0.03%
42,570 $2.3 Million
Q4 2017

Jan 30, 2018

SELL
$48.1 - $53.85 $415,054 - $464,671
-8,629 Reduced 16.86%
42,558 $2.23 Million
Q3 2017

Nov 02, 2017

BUY
$44.01 - $48.31 $2.25 Million - $2.47 Million
51,187
51,187 $2.47 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 $222B
  • 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 Joel Isaacson & Co., LLC Portfolio

Follow Joel Isaacson & Co., LLC 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 Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.