A detailed history of Lokken Investment Group LLC transactions in Morgan Stanley stock. As of the latest transaction made, Lokken Investment Group LLC holds 3,053 shares of MS stock, worth $364,650. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,053
Previous 3,053 -0.0%
Holding current value
$364,650
Previous $287,000 3.14%
% of portfolio
0.14%
Previous 0.15%

Shares

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

May 14, 2024

SELL
$83.9 - $94.16 $4,866 - $5,461
-58 Reduced 1.86%
3,053 $287,000
Q4 2023

Feb 13, 2024

SELL
$70.4 - $93.66 $396,070 - $526,931
-5,626 Reduced 64.39%
3,111 $290,000
Q3 2023

Nov 13, 2023

SELL
$81.65 - $94.67 $41,069 - $47,619
-503 Reduced 5.44%
8,737 $713,000
Q2 2023

Aug 09, 2023

BUY
$81.22 - $91.12 $133,525 - $149,801
1,644 Added 21.64%
9,240 $789,000
Q1 2023

May 08, 2023

BUY
$83.95 - $100.83 $46,088 - $55,355
549 Added 7.79%
7,596 $666,000
Q4 2022

Feb 13, 2023

SELL
$75.3 - $93.04 $2,861 - $3,535
-38 Reduced 0.54%
7,047 $599,000
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $2,336 - $9,646
107 Added 1.53%
7,085 $560,000
Q2 2022

Aug 08, 2022

BUY
$72.9 - $90.61 $23,838 - $29,629
327 Added 4.92%
6,978 $531,000
Q1 2022

May 11, 2022

SELL
$83.31 - $108.73 $46,320 - $60,453
-556 Reduced 7.71%
6,651 $536,000
Q4 2021

Feb 07, 2022

BUY
$94.82 - $104.66 $22,756 - $25,118
240 Added 3.44%
7,207 $707,000
Q3 2021

Nov 05, 2021

SELL
$87.64 - $105.45 $23,399 - $28,155
-267 Reduced 3.69%
6,967 $678,000
Q2 2021

Aug 03, 2021

BUY
$77.29 - $93.96 $31,611 - $38,429
409 Added 5.99%
7,234 $663,000
Q1 2021

Jun 10, 2021

BUY
$67.05 - $84.34 $120,958 - $152,149
1,804 Added 35.93%
6,825 $530,000
Q4 2020

Feb 08, 2021

SELL
$47.26 - $68.53 $85,257 - $123,628
-1,804 Reduced 26.43%
5,021 $344,000
Q1 2012

Apr 13, 2021

BUY
N/A
6,825
6,825 $530,000

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 $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
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