A detailed history of Nicolet Advisory Services, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 7,239 shares of MS stock, worth $864,626. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,239
Previous 6,877 5.26%
Holding current value
$864,626
Previous $647,000 8.66%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Aug 14, 2024

BUY
$86.19 - $101.53 $31,200 - $36,753
362 Added 5.26%
7,239 $703,000
Q1 2024

May 09, 2024

SELL
$83.9 - $94.16 $116,369 - $130,599
-1,387 Reduced 16.78%
6,877 $647,000
Q4 2023

Feb 13, 2024

BUY
$70.4 - $93.66 $29,004 - $38,587
412 Added 5.25%
8,264 $770,000
Q3 2023

Nov 07, 2023

BUY
$81.65 - $94.67 $22,617 - $26,223
277 Added 3.66%
7,852 $641,000
Q2 2023

Aug 09, 2023

BUY
$81.22 - $91.12 $40,366 - $45,286
497 Added 7.02%
7,575 $646,000
Q1 2023

May 09, 2023

BUY
$83.95 - $100.83 $56,582 - $67,959
674 Added 10.52%
7,078 $621,000
Q4 2022

Feb 09, 2023

BUY
$75.3 - $93.04 $241,863 - $298,844
3,212 Added 100.63%
6,404 $544,000
Q3 2022

Nov 10, 2022

BUY
$21.84 - $90.15 $1,900 - $7,843
87 Added 2.8%
3,192 $250,000
Q2 2022

Aug 08, 2022

BUY
$72.9 - $90.61 $3,134 - $3,896
43 Added 1.4%
3,105 $239,000
Q1 2022

May 10, 2022

BUY
$83.31 - $108.73 $333 - $434
4 Added 0.13%
3,062 $257,000
Q4 2021

Feb 08, 2022

BUY
$94.82 - $104.66 $289,959 - $320,050
3,058 New
3,058 $300,000

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 $202B
  • 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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