A detailed history of Long Run Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 13,437 shares of MS stock, worth $1.32 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
13,437
Previous 13,662 1.65%
Holding current value
$1.32 Million
Previous $1.29 Million 1.48%
% of portfolio
0.33%
Previous 0.34%

Shares

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

Jul 19, 2024

SELL
$86.19 - $101.53 $19,392 - $22,844
-225 Reduced 1.65%
13,437 $1.31 Million
Q1 2024

Apr 24, 2024

BUY
$83.9 - $94.16 $49,836 - $55,931
594 Added 4.55%
13,662 $1.29 Million
Q4 2023

Jan 10, 2024

SELL
$70.4 - $93.66 $17,600 - $23,415
-250 Reduced 1.88%
13,068 $1.22 Million
Q3 2023

Oct 10, 2023

SELL
$81.65 - $94.67 $408 - $473
-5 Reduced 0.04%
13,318 $1.09 Million
Q2 2023

Jul 17, 2023

SELL
$81.22 - $91.12 $174,216 - $195,452
-2,145 Reduced 13.87%
13,323 $1.14 Million
Q1 2023

Apr 21, 2023

BUY
$83.95 - $100.83 $14,103 - $16,939
168 Added 1.1%
15,468 $1.36 Million
Q4 2022

Jan 26, 2023

BUY
$75.3 - $93.04 $21,460 - $26,516
285 Added 1.9%
15,300 $0
Q3 2022

Nov 09, 2022

BUY
$21.84 - $90.15 $50,581 - $208,787
2,316 Added 18.24%
15,015 $1.19 Million
Q2 2022

Jul 19, 2022

BUY
$72.9 - $90.61 $18,225 - $22,652
250 Added 2.01%
12,699 $966,000
Q1 2022

Apr 27, 2022

BUY
$83.31 - $108.73 $104,887 - $136,891
1,259 Added 11.25%
12,449 $1.09 Million
Q4 2021

Jan 21, 2022

BUY
$94.82 - $104.66 $1.06 Million - $1.17 Million
11,190 New
11,190 $1.09 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 $166B
  • 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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