A detailed history of Morningstar Investment Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Morningstar Investment Management LLC holds 31,216 shares of MS stock, worth $3.25 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
31,216
Previous 36,600 14.71%
Holding current value
$3.25 Million
Previous $3.45 Million 11.96%
% of portfolio
0.32%
Previous 0.37%

Shares

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

Aug 08, 2024

SELL
$86.19 - $101.53 $464,046 - $546,637
-5,384 Reduced 14.71%
31,216 $3.03 Million
Q4 2023

Feb 13, 2024

BUY
$70.4 - $93.66 $2.29 Million - $3.05 Million
32,542 Added 801.92%
36,600 $3.41 Million
Q3 2023

Apr 09, 2024

BUY
$81.65 - $94.67 $45,152 - $52,352
553 Added 15.78%
4,058 $331,000
Q3 2023

Nov 14, 2023

BUY
$81.65 - $94.67 $45,152 - $52,352
553 Added 15.78%
4,058 $331,000
Q1 2023

Apr 09, 2024

SELL
$83.95 - $100.83 $2.78 Million - $3.34 Million
-33,095 Reduced 90.42%
3,505 $308,000
Q4 2022

Apr 05, 2024

SELL
$75.3 - $93.04 $2.49 Million - $3.08 Million
-33,095 Reduced 90.42%
3,505 $298,000
Q4 2022

Feb 10, 2023

BUY
$75.3 - $93.04 $263,926 - $326,105
3,505 New
3,505 $298,000

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 $176B
  • 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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