A detailed history of Marathon Capital Management transactions in Morgan Stanley stock. As of the latest transaction made, Marathon Capital Management holds 2,163 shares of MS stock, worth $291,334. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,163
Previous 2,188 1.14%
Holding current value
$291,334
Previous $212,000 6.13%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 14, 2024

SELL
$92.07 - $106.96 $2,301 - $2,674
-25 Reduced 1.14%
2,163 $225,000
Q2 2024

Aug 14, 2024

SELL
$86.19 - $101.53 $28,701 - $33,809
-333 Reduced 13.21%
2,188 $212,000
Q1 2024

May 15, 2024

SELL
$83.9 - $94.16 $8,390 - $9,416
-100 Reduced 3.82%
2,521 $237,000
Q4 2023

Feb 08, 2024

SELL
$70.4 - $93.66 $48,294 - $64,250
-686 Reduced 20.74%
2,621 $244,000
Q3 2023

Nov 14, 2023

BUY
$81.65 - $94.67 $2,449 - $2,840
30 Added 0.92%
3,307 $270,000
Q1 2023

May 12, 2023

SELL
$83.95 - $100.83 $19,644 - $23,594
-234 Reduced 6.66%
3,277 $287,000
Q2 2022

Aug 12, 2022

BUY
$72.9 - $90.61 $255,951 - $318,131
3,511 New
3,511 $267,000
Q1 2022

May 13, 2022

SELL
$83.31 - $108.73 $296,583 - $387,078
-3,560 Closed
0 $0
Q4 2021

Feb 09, 2022

SELL
$94.82 - $104.66 $2,560 - $2,825
-27 Reduced 0.75%
3,560 $349,000
Q3 2021

Nov 15, 2021

SELL
$87.64 - $105.45 $613 - $738
-7 Reduced 0.19%
3,587 $350,000
Q2 2021

Aug 16, 2021

SELL
$77.29 - $93.96 $6,492 - $7,892
-84 Reduced 2.28%
3,594 $329,000
Q1 2021

May 14, 2021

SELL
$67.05 - $84.34 $1,206 - $1,518
-18 Reduced 0.49%
3,678 $285,000
Q4 2020

Feb 08, 2021

BUY
$47.26 - $68.53 $174,672 - $253,286
3,696 New
3,696 $253,000
Q4 2018

Feb 07, 2019

SELL
$37.01 - $47.27 $168,395 - $215,078
-4,550 Closed
0 $0
Q2 2018

Aug 07, 2018

SELL
$47.19 - $55.22 $56,911 - $66,595
-1,206 Reduced 20.95%
4,550 $215,000
Q1 2018

May 07, 2018

BUY
$51.79 - $58.91 $57,072 - $64,918
1,102 Added 23.68%
5,756 $310,000
Q4 2017

Feb 13, 2018

BUY
$48.1 - $53.85 $223,857 - $250,617
4,654
4,654 $244,000

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 $228B
  • 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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