A detailed history of L.M. Kohn & Company transactions in Morgan Stanley stock. As of the latest transaction made, L.M. Kohn & Company holds 3,022 shares of MS stock, worth $396,516. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,022
Previous 2,678 12.85%
Holding current value
$396,516
Previous $260,000 21.15%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 14, 2024

BUY
$92.07 - $106.96 $31,672 - $36,794
344 Added 12.85%
3,022 $315,000
Q2 2024

Jul 30, 2024

SELL
$86.19 - $101.53 $12,238 - $14,417
-142 Reduced 5.04%
2,678 $260,000
Q1 2024

Apr 25, 2024

BUY
$83.9 - $94.16 $3,272 - $3,672
39 Added 1.4%
2,820 $265,000
Q4 2023

Feb 09, 2024

BUY
$70.4 - $93.66 $195,782 - $260,468
2,781 New
2,781 $259,000

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 L.M. Kohn & Company Portfolio

Follow L.M. Kohn & Company 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 L.M. Kohn & Company, based on Form 13F filings with the SEC.

News

Stay updated on L.M. Kohn & Company with notifications on news.