A detailed history of Monterey Private Wealth, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 2,207 shares of MS stock, worth $297,260. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,207
Previous 2,207 -0.0%
Holding current value
$297,260
Previous $214,000 7.48%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Apr 09, 2024

BUY
$83.9 - $94.16 $1,006 - $1,129
12 Added 0.55%
2,207 $207,000
Q4 2023

Jan 12, 2024

BUY
$70.4 - $93.66 $154,528 - $205,583
2,195 New
2,195 $204,000
Q2 2022

Jul 13, 2022

SELL
$72.9 - $90.61 $181,229 - $225,256
-2,486 Closed
0 $0
Q1 2022

Apr 08, 2022

BUY
$83.31 - $108.73 $207,108 - $270,302
2,486 New
2,486 $224,000

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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