A detailed history of Kozak & Associates, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Kozak & Associates, Inc. holds 708 shares of MS stock, worth $92,896. This represents 0.02% of its overall portfolio holdings.

Number of Shares
708
Previous 701 1.0%
Holding current value
$92,896
Previous $68,000 7.35%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2024

BUY
$92.07 - $106.96 $644 - $748
7 Added 1.0%
708 $73,000
Q1 2024

May 17, 2024

BUY
$83.9 - $94.16 $1,006 - $1,129
12 Added 1.74%
701 $66,000
Q4 2023

Jan 17, 2024

SELL
$70.4 - $93.66 $167,481 - $222,817
-2,379 Reduced 77.54%
689 $64,000
Q3 2023

Oct 17, 2023

BUY
$81.65 - $94.67 $3,755 - $4,354
46 Added 1.52%
3,068 $250,000
Q2 2023

Jul 05, 2023

BUY
$81.22 - $91.12 $162 - $182
2 Added 0.07%
3,022 $258,000
Q1 2023

Apr 03, 2023

BUY
$83.95 - $100.83 $2,182 - $2,621
26 Added 0.87%
3,020 $265,000
Q4 2022

Jan 03, 2023

BUY
$75.3 - $93.04 $75 - $93
1 Added 0.03%
2,994 $255,000
Q3 2022

Oct 12, 2022

BUY
$21.84 - $90.15 $43 - $180
2 Added 0.07%
2,993 $230,000
Q2 2022

Oct 12, 2022

BUY
$72.9 - $90.61 $85,876 - $106,738
1,178 Added 64.98%
2,991 $227,000
Q4 2021

Mar 11, 2022

BUY
$94.82 - $104.66 $10,714 - $11,826
113 Added 6.65%
1,813 $156,000
Q3 2021

Nov 16, 2021

BUY
$87.64 - $105.45 $148,988 - $179,265
1,700 New
1,700 $170,000

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
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