A detailed history of Kovitz Investment Group Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 240,682 shares of MS stock, worth $32.4 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
240,682
Previous 133,701 80.02%
Holding current value
$32.4 Million
Previous $13 Million 93.07%
% of portfolio
0.17%
Previous 0.12%

Shares

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

Nov 14, 2024

BUY
$92.07 - $106.96 $9.85 Million - $11.4 Million
106,981 Added 80.02%
240,682 $25.1 Million
Q2 2024

Aug 14, 2024

BUY
$86.19 - $101.53 $1.8 Million - $2.12 Million
20,883 Added 18.51%
133,701 $13 Million
Q1 2024

May 14, 2024

BUY
$83.9 - $94.16 $7.87 Million - $8.83 Million
93,812 Added 493.59%
112,818 $10.6 Million
Q4 2023

Feb 07, 2024

SELL
$70.4 - $93.66 $458,585 - $610,101
-6,514 Reduced 25.53%
19,006 $1.77 Million
Q3 2023

Nov 09, 2023

BUY
$81.65 - $94.67 $526,070 - $609,958
6,443 Added 33.77%
25,520 $2.08 Million
Q2 2023

Aug 08, 2023

BUY
$81.22 - $91.12 $7,715 - $8,656
95 Added 0.5%
19,077 $1.63 Million
Q1 2023

May 11, 2023

SELL
$83.95 - $100.83 $125,337 - $150,539
-1,493 Reduced 7.29%
18,982 $1.67 Million
Q4 2022

Jan 19, 2023

SELL
$75.3 - $93.04 $9,186 - $11,350
-122 Reduced 0.59%
20,475 $1.74 Million
Q3 2022

Nov 09, 2022

BUY
$21.84 - $90.15 $20,769 - $85,732
951 Added 4.84%
20,597 $1.63 Million
Q2 2022

Aug 02, 2022

SELL
$72.9 - $90.61 $17,641 - $21,927
-242 Reduced 1.22%
19,646 $1.49 Million
Q1 2022

Apr 22, 2022

SELL
$83.31 - $108.73 $279,088 - $364,245
-3,350 Reduced 14.42%
19,888 $1.74 Million
Q4 2021

Feb 04, 2022

SELL
$94.82 - $104.66 $119,378 - $131,766
-1,259 Reduced 5.14%
23,238 $1.59 Million
Q3 2021

Oct 28, 2021

BUY
$87.64 - $105.45 $1,752 - $2,109
20 Added 0.08%
24,497 $2.38 Million
Q2 2021

Aug 04, 2021

SELL
$77.29 - $93.96 $55,880 - $67,933
-723 Reduced 2.87%
24,477 $2.24 Million
Q1 2021

May 06, 2021

BUY
$67.05 - $84.34 $131,619 - $165,559
1,963 Added 8.45%
25,200 $1.96 Million
Q4 2020

Feb 12, 2021

BUY
$47.26 - $68.53 $121,789 - $176,601
2,577 Added 12.47%
23,237 $1.59 Million
Q3 2020

Nov 10, 2020

BUY
$46.42 - $53.25 $959,037 - $1.1 Million
20,660 New
20,660 $999,000
Q2 2020

Aug 12, 2020

SELL
$31.62 - $50.4 $271,710 - $433,087
-8,593 Closed
0 $0
Q1 2020

May 15, 2020

SELL
$27.81 - $57.51 $929,410 - $1.92 Million
-33,420 Reduced 79.55%
8,593 $292,000
Q4 2019

Feb 13, 2020

SELL
$39.82 - $51.12 $118,106 - $151,621
-2,966 Reduced 6.59%
42,013 $2.15 Million
Q3 2019

Nov 14, 2019

BUY
$39.1 - $45.74 $294,266 - $344,239
7,526 Added 20.09%
44,979 $1.92 Million
Q2 2019

Aug 14, 2019

BUY
$40.69 - $48.46 $401,813 - $478,542
9,875 Added 35.81%
37,453 $1.64 Million
Q1 2019

May 15, 2019

BUY
$39.68 - $44.49 $806,376 - $904,125
20,322 Added 280.07%
27,578 $1.16 Million
Q4 2018

Feb 14, 2019

BUY
$37.01 - $47.27 $268,544 - $342,991
7,256 New
7,256 $288,000
Q1 2018

May 15, 2018

SELL
$51.79 - $58.91 $215,964 - $245,654
-4,170 Closed
0 $0
Q4 2017

Feb 14, 2018

SELL
$48.1 - $53.85 $4,088 - $4,577
-85 Reduced 2.0%
4,170 $219,000
Q3 2017

Nov 14, 2017

BUY
$44.01 - $48.31 $187,262 - $205,559
4,255
4,255 $205,000

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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