A detailed history of Lake Street Financial LLC transactions in Morgan Stanley stock. As of the latest transaction made, Lake Street Financial LLC holds 3,862 shares of MS stock, worth $402,574. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,862
Previous 5,756 32.9%
Holding current value
$402,574
Previous $541,000 30.68%
% of portfolio
0.05%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$86.19 - $101.53 $163,243 - $192,297
-1,894 Reduced 32.9%
3,862 $375,000
Q1 2024

Apr 19, 2024

SELL
$83.9 - $94.16 $32,721 - $36,722
-390 Reduced 6.35%
5,756 $541,000
Q4 2023

Jan 10, 2024

SELL
$70.4 - $93.66 $38,016 - $50,576
-540 Reduced 8.08%
6,146 $573,000
Q3 2023

Oct 20, 2023

BUY
$81.65 - $94.67 $3,510 - $4,070
43 Added 0.65%
6,686 $546,000
Q2 2023

Jul 18, 2023

SELL
$81.22 - $91.12 $20,142 - $22,597
-248 Reduced 3.6%
6,643 $567,000
Q1 2023

Apr 17, 2023

BUY
$83.95 - $100.83 $19,644 - $23,594
234 Added 3.52%
6,891 $605,000
Q4 2022

Jan 25, 2023

SELL
$75.3 - $93.04 $138,627 - $171,286
-1,841 Reduced 21.66%
6,657 $0
Q3 2022

Oct 21, 2022

SELL
$21.84 - $90.15 $67,354 - $278,022
-3,084 Reduced 26.63%
8,498 $671,000
Q2 2022

Jul 12, 2022

BUY
$72.9 - $90.61 $96,300 - $119,695
1,321 Added 12.87%
11,582 $881,000
Q1 2022

May 09, 2022

BUY
$83.31 - $108.73 $854,843 - $1.12 Million
10,261 New
10,261 $897,000
Q1 2022

Apr 29, 2022

SELL
$83.31 - $108.73 $851,761 - $1.11 Million
-10,224 Closed
0 $0
Q4 2021

Jan 24, 2022

BUY
$94.82 - $104.66 $969,439 - $1.07 Million
10,224 New
10,224 $1 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 $177B
  • 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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