A detailed history of Lorne Steinberg Wealth Management Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Lorne Steinberg Wealth Management Inc. holds 52,333 shares of MS stock, worth $6.31 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
52,333
Previous 52,663 0.63%
Holding current value
$6.31 Million
Previous $5.12 Million 6.58%
% of portfolio
1.69%
Previous 1.73%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$92.07 - $106.96 $30,383 - $35,296
-330 Reduced 0.63%
52,333 $5.46 Million
Q2 2024

Jul 18, 2024

SELL
$86.19 - $101.53 $18,099 - $21,321
-210 Reduced 0.4%
52,663 $5.12 Million
Q1 2024

May 02, 2024

BUY
$83.9 - $94.16 $14,682 - $16,478
175 Added 0.33%
52,873 $4.98 Million
Q4 2023

Feb 01, 2024

SELL
$70.4 - $93.66 $11,193 - $14,891
-159 Reduced 0.3%
52,698 $4.91 Million
Q3 2023

Oct 31, 2023

SELL
$81.65 - $94.67 $35,926 - $41,654
-440 Reduced 0.83%
52,857 $4.32 Million
Q2 2023

Jul 14, 2023

SELL
$81.22 - $91.12 $27,614 - $30,980
-340 Reduced 0.63%
53,297 $4.55 Million
Q1 2023

Apr 26, 2023

SELL
$83.95 - $100.83 $70,098 - $84,193
-835 Reduced 1.53%
53,637 $4.71 Million
Q4 2022

Feb 10, 2023

BUY
$75.3 - $93.04 $23,343 - $28,842
310 Added 0.57%
54,472 $4.63 Million
Q3 2022

Nov 09, 2022

SELL
$21.84 - $90.15 $1,310 - $5,409
-60 Reduced 0.11%
54,162 $4.28 Million
Q2 2022

Aug 10, 2022

BUY
$72.9 - $90.61 $69,619 - $86,532
955 Added 1.79%
54,222 $4.12 Million
Q1 2022

May 10, 2022

SELL
$83.31 - $108.73 $1.71 Million - $2.23 Million
-20,510 Reduced 27.8%
53,267 $4.66 Million
Q4 2021

Feb 14, 2022

SELL
$94.82 - $104.66 $103,827 - $114,602
-1,095 Reduced 1.46%
73,777 $7.24 Million
Q3 2021

Nov 09, 2021

SELL
$87.64 - $105.45 $24,539 - $29,526
-280 Reduced 0.37%
74,872 $7.29 Million
Q2 2021

Jul 20, 2021

SELL
$77.29 - $93.96 $74,198 - $90,201
-960 Reduced 1.26%
75,152 $6.89 Million
Q1 2021

May 03, 2021

SELL
$67.05 - $84.34 $13,074 - $16,446
-195 Reduced 0.26%
76,112 $5.91 Million
Q4 2020

Mar 17, 2021

BUY
$47.26 - $68.53 $3.61 Million - $5.23 Million
76,307 New
76,307 $5.23 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 $204B
  • 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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