A detailed history of Lmcg Investments, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Lmcg Investments, LLC holds 25,862 shares of MS stock, worth $3.09 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
25,862
Previous 25,080 3.12%
Holding current value
$3.09 Million
Previous $2.36 Million 6.44%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Aug 09, 2024

BUY
$86.19 - $101.53 $67,400 - $79,396
782 Added 3.12%
25,862 $2.51 Million
Q1 2024

May 03, 2024

SELL
$83.9 - $94.16 $75,510 - $84,744
-900 Reduced 3.46%
25,080 $2.36 Million
Q4 2023

Feb 07, 2024

SELL
$70.4 - $93.66 $94,828 - $126,160
-1,347 Reduced 4.93%
25,980 $2.42 Million
Q3 2023

Nov 02, 2023

SELL
$81.65 - $94.67 $83,772 - $97,131
-1,026 Reduced 3.62%
27,327 $2.23 Million
Q2 2023

Aug 02, 2023

SELL
$81.22 - $91.12 $45,158 - $50,662
-556 Reduced 1.92%
28,353 $2.42 Million
Q1 2023

May 04, 2023

SELL
$83.95 - $100.83 $54,735 - $65,741
-652 Reduced 2.21%
28,909 $2.54 Million
Q4 2022

Feb 06, 2023

SELL
$75.3 - $93.04 $67,092 - $82,898
-891 Reduced 2.93%
29,561 $2.51 Million
Q3 2022

Nov 07, 2022

SELL
$21.84 - $90.15 $13,322 - $54,991
-610 Reduced 1.96%
30,452 $2.41 Million
Q2 2022

Aug 08, 2022

BUY
$72.9 - $90.61 $2.26 Million - $2.81 Million
31,062 New
31,062 $2.36 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 $202B
  • 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 Lmcg Investments, LLC Portfolio

Follow Lmcg Investments, LLC 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 Lmcg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lmcg Investments, LLC with notifications on news.