A detailed history of Lifestyle Asset Management, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 2,172 shares of MS stock, worth $216,309. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,172
Previous 2,409 9.84%
Holding current value
$216,309
Previous $225 Million 8.96%
% of portfolio
0.12%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$83.9 - $94.16 $19,884 - $22,315
-237 Reduced 9.84%
2,172 $205 Million
Q4 2023

Feb 12, 2024

SELL
$70.4 - $93.66 $11,334 - $15,079
-161 Reduced 6.26%
2,409 $225 Million
Q2 2023

Jul 13, 2023

BUY
$81.22 - $91.12 $3,248 - $3,644
40 Added 1.58%
2,570 $219 Million
Q1 2023

Apr 21, 2023

BUY
$83.95 - $100.83 $212,393 - $255,099
2,530 New
2,530 $222 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 $169B
  • 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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