A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 5,465 shares of MS stock, worth $736,080. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,465
Previous 5,614 2.65%
Holding current value
$736,080
Previous $545,000 4.4%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 24, 2024

SELL
$92.07 - $106.96 $13,718 - $15,937
-149 Reduced 2.65%
5,465 $569,000
Q2 2024

Jul 26, 2024

SELL
$86.19 - $101.53 $46,197 - $54,420
-536 Reduced 8.72%
5,614 $545,000
Q1 2024

Apr 30, 2024

SELL
$83.9 - $94.16 $14,179 - $15,913
-169 Reduced 2.67%
6,150 $579,000
Q4 2023

Jan 19, 2024

BUY
$70.4 - $93.66 $20,416 - $27,161
290 Added 4.81%
6,319 $589,000
Q3 2023

Oct 19, 2023

SELL
$81.65 - $94.67 $20,494 - $23,762
-251 Reduced 4.0%
6,029 $492,000
Q2 2023

Jul 17, 2023

BUY
$81.22 - $91.12 $1,705 - $1,913
21 Added 0.34%
6,280 $536,000
Q1 2023

Apr 20, 2023

BUY
$83.95 - $100.83 $72,952 - $87,621
869 Added 16.12%
6,259 $549,000
Q4 2022

Jan 17, 2023

SELL
$75.3 - $93.04 $5,873 - $7,257
-78 Reduced 1.43%
5,390 $0
Q3 2022

Oct 31, 2022

BUY
$21.84 - $90.15 $764 - $3,155
35 Added 0.64%
5,468 $432,000
Q2 2022

Jul 29, 2022

SELL
$72.9 - $90.61 $29,889 - $37,150
-410 Reduced 7.02%
5,433 $413,000
Q1 2022

May 11, 2022

SELL
$83.31 - $108.73 $60,316 - $78,720
-724 Reduced 11.02%
5,843 $511,000
Q4 2021

Jan 10, 2022

BUY
$94.82 - $104.66 $8,533 - $9,419
90 Added 1.39%
6,567 $645,000
Q3 2021

Nov 24, 2021

SELL
$87.64 - $105.45 $2,629 - $3,163
-30 Reduced 0.46%
6,477 $630,000
Q2 2021

Jul 30, 2021

SELL
$77.29 - $93.96 $47,378 - $57,597
-613 Reduced 8.61%
6,507 $597,000
Q1 2021

Apr 29, 2021

BUY
$67.05 - $84.34 $15,220 - $19,145
227 Added 3.29%
7,120 $553,000
Q4 2020

Jan 15, 2021

BUY
$47.26 - $68.53 $36,531 - $52,973
773 Added 12.63%
6,893 $472,000
Q3 2020

Oct 21, 2020

SELL
$46.42 - $53.25 $3,806 - $4,366
-82 Reduced 1.32%
6,120 $296,000
Q2 2020

Jul 10, 2020

BUY
$31.62 - $50.4 $15,177 - $24,192
480 Added 8.39%
6,202 $230,000
Q1 2020

Apr 15, 2020

BUY
$27.81 - $57.51 $125,784 - $260,117
4,523 Added 377.23%
5,722 $195,000
Q4 2019

Jan 22, 2020

BUY
$39.82 - $51.12 $79 - $102
2 Added 0.17%
1,199 $61,000
Q3 2019

Oct 25, 2019

BUY
$39.1 - $45.74 $2,737 - $3,201
70 Added 6.21%
1,197 $51,000
Q2 2019

Aug 07, 2019

SELL
$40.69 - $48.46 $1,302 - $1,550
-32 Reduced 2.76%
1,127 $49,000
Q1 2019

Apr 29, 2019

BUY
$39.68 - $44.49 $317 - $355
8 Added 0.7%
1,159 $49,000
Q4 2018

Feb 04, 2019

SELL
$37.01 - $47.27 $5,921 - $7,563
-160 Reduced 12.2%
1,151 $46,000
Q3 2018

Oct 30, 2018

BUY
$46.57 - $51.05 $49,410 - $54,164
1,061 Added 424.4%
1,311 $61,000
Q2 2018

Aug 14, 2018

SELL
$47.19 - $55.22 $4,719 - $5,522
-100 Reduced 28.57%
250 $12,000
Q2 2017

Aug 08, 2017

BUY
N/A
350
350 $16,000

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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