A detailed history of Navis Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 3,186 shares of MS stock, worth $429,122. This represents 0.37% of its overall portfolio holdings.

Number of Shares
3,186
Previous 3,097 2.87%
Holding current value
$429,122
Previous $300,000 10.67%
% of portfolio
0.37%
Previous 0.35%

Shares

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

Oct 24, 2024

BUY
$92.07 - $106.96 $8,194 - $9,519
89 Added 2.87%
3,186 $332,000
Q2 2024

Aug 02, 2024

SELL
$86.19 - $101.53 $5,774 - $6,802
-67 Reduced 2.12%
3,097 $300,000
Q1 2024

Apr 29, 2024

BUY
$83.9 - $94.16 $11,997 - $13,464
143 Added 4.73%
3,164 $297,000
Q4 2023

Feb 05, 2024

BUY
$70.4 - $93.66 $2,041 - $2,716
29 Added 0.97%
3,021 $281,000
Q3 2023

Oct 30, 2023

BUY
$81.65 - $94.67 $10,614 - $12,307
130 Added 4.54%
2,992 $244,000
Q1 2023

May 11, 2023

SELL
$83.95 - $100.83 $3,190 - $3,831
-38 Reduced 1.31%
2,862 $251,000
Q4 2022

Jan 25, 2023

BUY
$75.3 - $93.04 $15,060 - $18,608
200 Added 7.41%
2,900 $0
Q1 2022

May 13, 2022

SELL
$83.31 - $108.73 $24,993 - $32,619
-300 Reduced 10.0%
2,700 $236,000
Q4 2020

Mar 04, 2021

BUY
$47.26 - $68.53 $141,780 - $205,590
3,000 New
3,000 $206,000

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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