A detailed history of Orca Investment Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Orca Investment Management, LLC holds 5,454 shares of MS stock, worth $673,241. This represents 0.54% of its overall portfolio holdings.

Number of Shares
5,454
Previous 6,037 9.66%
Holding current value
$673,241
Previous $586,000 3.07%
% of portfolio
0.54%
Previous 0.58%

Shares

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

Oct 11, 2024

SELL
$92.07 - $106.96 $53,676 - $62,357
-583 Reduced 9.66%
5,454 $568,000
Q2 2024

Aug 06, 2024

SELL
$86.19 - $101.53 $2,499 - $2,944
-29 Reduced 0.48%
6,037 $586,000
Q1 2024

Apr 24, 2024

SELL
$83.9 - $94.16 $71,818 - $80,600
-856 Reduced 12.37%
6,066 $571,000
Q4 2022

Feb 01, 2023

BUY
$75.3 - $93.04 $1,204 - $1,488
16 Added 0.23%
6,922 $588,000
Q3 2022

Oct 26, 2022

SELL
$21.84 - $90.15 $5,547 - $22,898
-254 Reduced 3.55%
6,906 $546,000
Q4 2021

Jan 31, 2022

SELL
$94.82 - $104.66 $33,566 - $37,049
-354 Reduced 4.71%
7,160 $703,000
Q3 2021

Oct 25, 2021

SELL
$87.64 - $105.45 $92,197 - $110,933
-1,052 Reduced 12.28%
7,514 $731,000
Q2 2021

Jul 26, 2021

SELL
$77.29 - $93.96 $135,025 - $164,148
-1,747 Reduced 16.94%
8,566 $785,000
Q4 2020

Jan 29, 2021

SELL
$47.26 - $68.53 $60,209 - $87,307
-1,274 Reduced 11.0%
10,313 $707,000
Q2 2019

Jul 17, 2019

SELL
$40.69 - $48.46 $7,934 - $9,449
-195 Reduced 1.66%
11,587 $508,000
Q3 2018

Oct 26, 2018

SELL
$46.57 - $51.05 $32,505 - $35,632
-698 Reduced 5.59%
11,782 $549,000
Q2 2018

Jul 19, 2018

SELL
$47.19 - $55.22 $15,950 - $18,664
-338 Reduced 2.64%
12,480 $592,000
Q1 2018

Apr 30, 2018

SELL
$51.79 - $58.91 $396,452 - $450,956
-7,655 Reduced 37.39%
12,818 $692,000
Q3 2017

Oct 26, 2017

BUY
$44.01 - $48.31 $901,016 - $989,050
20,473
20,473 $986,000

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 $209B
  • 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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