A detailed history of Kore Private Wealth LLC transactions in Morgan Stanley stock. As of the latest transaction made, Kore Private Wealth LLC holds 3,141 shares of MS stock, worth $412,130. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,141
Previous 3,356 6.41%
Holding current value
$412,130
Previous $255,000 2.75%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$21.84 - $90.15 $4,695 - $19,382
-215 Reduced 6.41%
3,141 $248,000
Q2 2022

Aug 15, 2022

SELL
$72.9 - $90.61 $25,077 - $31,169
-344 Reduced 9.3%
3,356 $255,000
Q1 2022

May 13, 2022

BUY
$83.31 - $108.73 $41,155 - $53,712
494 Added 15.41%
3,700 $323,000
Q4 2021

May 13, 2022

SELL
$94.82 - $104.66 $501,408 - $553,442
-5,288 Reduced 62.26%
3,206 $315,000
Q4 2021

Feb 11, 2022

BUY
$94.82 - $104.66 $101,836 - $112,404
1,074 Added 14.47%
8,494 $834,000
Q3 2021

Nov 15, 2021

BUY
$87.64 - $105.45 $84,134 - $101,232
960 Added 14.86%
7,420 $722,000
Q2 2021

Aug 13, 2021

BUY
$77.29 - $93.96 $69,561 - $84,564
900 Added 16.19%
6,460 $592,000
Q1 2021

May 18, 2021

BUY
$67.05 - $84.34 $59,942 - $75,399
894 Added 19.16%
5,560 $432,000
Q4 2020

Feb 16, 2021

BUY
$47.26 - $68.53 $220,515 - $319,760
4,666 New
4,666 $320,000
Q3 2020

Nov 13, 2020

SELL
$46.42 - $53.25 $133,921 - $153,626
-2,885 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$31.62 - $50.4 $31 - $50
-1 Reduced 0.03%
2,885 $139,000
Q1 2020

May 15, 2020

BUY
$27.81 - $57.51 $54,118 - $111,914
1,946 Added 207.02%
2,886 $98,000
Q4 2019

Feb 14, 2020

BUY
$39.82 - $51.12 $37,430 - $48,052
940 New
940 $48,000
Q2 2019

Aug 14, 2019

SELL
$40.69 - $48.46 $20,467 - $24,375
-503 Closed
0 $0
Q1 2019

May 16, 2019

SELL
$39.68 - $44.49 $3,531 - $3,959
-89 Reduced 15.03%
503 $21,000
Q4 2018

May 23, 2019

BUY
$37.01 - $47.27 $21,909 - $27,983
592 New
592 $23,000

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 $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 Kore Private Wealth LLC Portfolio

Follow Kore Private Wealth 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 Kore Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kore Private Wealth LLC with notifications on news.