A detailed history of N.E.W. Advisory Services LLC transactions in Morgan Stanley stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 2,443 shares of MS stock, worth $243,298. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,443
Previous 2,480 1.49%
Holding current value
$243,298
Previous $231,000 0.43%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 24, 2024

SELL
$83.9 - $94.16 $3,104 - $3,483
-37 Reduced 1.49%
2,443 $230,000
Q4 2023

Feb 06, 2024

BUY
$70.4 - $93.66 $211 - $280
3 Added 0.12%
2,480 $231,000
Q3 2023

Nov 03, 2023

SELL
$81.65 - $94.67 $6,940 - $8,046
-85 Reduced 3.32%
2,477 $202,000
Q2 2023

Aug 04, 2023

SELL
$81.22 - $91.12 $2,355 - $2,642
-29 Reduced 1.12%
2,562 $218,000
Q1 2023

May 10, 2023

BUY
$83.95 - $100.83 $9,738 - $11,696
116 Added 4.69%
2,591 $227,000
Q4 2022

Feb 13, 2023

BUY
$75.3 - $93.04 $186,367 - $230,274
2,475 New
2,475 $210,000
Q2 2022

Aug 01, 2022

BUY
$72.9 - $90.61 $192,528 - $239,301
2,641 New
2,641 $201,000
Q1 2022

Apr 11, 2022

SELL
$83.31 - $108.73 $207,858 - $271,281
-2,495 Closed
0 $0
Q4 2021

Jan 18, 2022

SELL
$94.82 - $104.66 $1,611 - $1,779
-17 Reduced 0.68%
2,495 $245,000
Q3 2021

Oct 13, 2021

BUY
$87.64 - $105.45 $11,568 - $13,919
132 Added 5.55%
2,512 $244,000
Q2 2021

Jul 15, 2021

BUY
$77.29 - $93.96 $183,950 - $223,624
2,380 New
2,380 $219,000

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 $169B
  • 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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