A detailed history of Objective Capital Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Objective Capital Management, LLC holds 3,013 shares of MS stock, worth $314,948. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,013
Previous 2,978 1.18%
Holding current value
$314,948
Previous $277,000 2.17%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Jun 05, 2024

BUY
$83.9 - $94.16 $2,936 - $3,295
35 Added 1.18%
3,013 $283,000
Q4 2023

Mar 07, 2024

SELL
$70.4 - $93.66 $7,321 - $9,740
-104 Reduced 3.37%
2,978 $277,000
Q3 2023

Nov 15, 2023

SELL
$81.65 - $94.67 $4,245 - $4,922
-52 Reduced 1.66%
3,082 $251,000
Q2 2023

Aug 15, 2023

BUY
$81.22 - $91.12 $81 - $91
1 Added 0.03%
3,134 $267,000
Q4 2022

Feb 27, 2023

BUY
$75.3 - $93.04 $5,873 - $7,257
78 Added 2.55%
3,133 $266,000
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $283 - $1,171
13 Added 0.43%
3,055 $241,000
Q4 2021

Apr 20, 2022

BUY
$94.82 - $104.66 $288,442 - $318,375
3,042 New
3,042 $299,000

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 $177B
  • 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
Track This Portfolio

Track Objective Capital Management, LLC Portfolio

Follow Objective Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Objective Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Objective Capital Management, LLC with notifications on news.