A detailed history of Osterweis Capital Management Inc transactions in Morgan Stanley stock. As of the latest transaction made, Osterweis Capital Management Inc holds 587 shares of MS stock, worth $77,020. This represents 0.0% of its overall portfolio holdings.

Number of Shares
587
Previous 587 -0.0%
Holding current value
$77,020
Previous $57,000 7.02%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2024

SELL
$83.9 - $94.16 $251 - $282
-3 Reduced 0.51%
587 $55,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $44,427 - $54,893
590 New
590 $50,000

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 $222B
  • 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 Osterweis Capital Management Inc Portfolio

Follow Osterweis Capital Management Inc 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 Osterweis Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Osterweis Capital Management Inc with notifications on news.