A detailed history of Patten & Patten Inc transactions in Morgan Stanley stock. As of the latest transaction made, Patten & Patten Inc holds 36,854 shares of MS stock, worth $4.96 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
36,854
Previous 36,886 0.09%
Holding current value
$4.96 Million
Previous $3.58 Million 7.17%
% of portfolio
0.27%
Previous 0.25%

Shares

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

Nov 04, 2024

SELL
$92.07 - $106.96 $2,946 - $3,422
-32 Reduced 0.09%
36,854 $3.84 Million
Q2 2024

Aug 13, 2024

BUY
$86.19 - $101.53 $4,481 - $5,279
52 Added 0.14%
36,886 $3.58 Million
Q1 2024

May 10, 2024

BUY
$83.9 - $94.16 $8,473 - $9,510
101 Added 0.27%
36,834 $3.47 Million
Q4 2023

Jan 23, 2024

SELL
$70.4 - $93.66 $55,052 - $73,242
-782 Reduced 2.08%
36,733 $3.43 Million
Q3 2023

Oct 27, 2023

BUY
$81.65 - $94.67 $18,207 - $21,111
223 Added 0.6%
37,515 $3.06 Million
Q2 2023

Jul 14, 2023

BUY
$81.22 - $91.12 $76,184 - $85,470
938 Added 2.58%
37,292 $3.18 Million
Q1 2023

Apr 25, 2023

SELL
$83.95 - $100.83 $43,654 - $52,431
-520 Reduced 1.41%
36,354 $3.19 Million
Q4 2022

Feb 01, 2023

SELL
$75.3 - $93.04 $36,746 - $45,403
-488 Reduced 1.31%
36,874 $3.14 Million
Q3 2022

Oct 19, 2022

SELL
$21.84 - $90.15 $94,589 - $390,439
-4,331 Reduced 10.39%
37,362 $2.95 Million
Q2 2022

Aug 02, 2022

SELL
$72.9 - $90.61 $73,920 - $91,878
-1,014 Reduced 2.37%
41,693 $3.17 Million
Q1 2022

Apr 25, 2022

BUY
$83.31 - $108.73 $202,609 - $264,431
2,432 Added 6.04%
42,707 $3.73 Million
Q4 2021

Jan 26, 2022

SELL
$94.82 - $104.66 $4,741 - $5,233
-50 Reduced 0.12%
40,275 $3.95 Million
Q3 2021

Oct 22, 2021

SELL
$87.64 - $105.45 $99,559 - $119,791
-1,136 Reduced 2.74%
40,325 $3.92 Million
Q2 2021

Jul 13, 2021

SELL
$77.29 - $93.96 $584,853 - $710,995
-7,567 Reduced 15.43%
41,461 $3.8 Million
Q1 2021

Apr 23, 2021

SELL
$67.05 - $84.34 $108,621 - $136,630
-1,620 Reduced 3.2%
49,028 $3.81 Million
Q4 2020

Jan 19, 2021

BUY
$47.26 - $68.53 $14,981 - $21,724
317 Added 0.63%
50,648 $3.47 Million
Q3 2020

Oct 08, 2020

SELL
$46.42 - $53.25 $92,840 - $106,500
-2,000 Reduced 3.82%
50,331 $2.43 Million
Q2 2020

Jul 21, 2020

SELL
$31.62 - $50.4 $92,393 - $147,268
-2,922 Reduced 5.29%
52,331 $2.53 Million
Q1 2020

Apr 16, 2020

SELL
$27.81 - $57.51 $56,009 - $115,825
-2,014 Reduced 3.52%
55,253 $1.88 Million
Q4 2019

Jan 13, 2020

SELL
$39.82 - $51.12 $329,112 - $422,506
-8,265 Reduced 12.61%
57,267 $2.93 Million
Q3 2019

Oct 15, 2019

SELL
$39.1 - $45.74 $89,930 - $105,202
-2,300 Reduced 3.39%
65,532 $2.8 Million
Q2 2019

Jul 11, 2019

SELL
$40.69 - $48.46 $50,862 - $60,575
-1,250 Reduced 1.81%
67,832 $2.97 Million
Q1 2019

Apr 23, 2019

SELL
$39.68 - $44.49 $17,856 - $20,020
-450 Reduced 0.65%
69,082 $2.92 Million
Q4 2018

Jan 17, 2019

SELL
$37.01 - $47.27 $12,398 - $15,835
-335 Reduced 0.48%
69,532 $2.76 Million
Q3 2018

Oct 17, 2018

SELL
$46.57 - $51.05 $13,971 - $15,315
-300 Reduced 0.43%
69,867 $3.25 Million
Q2 2018

Jul 18, 2018

BUY
$47.19 - $55.22 $18,876 - $22,088
400 Added 0.57%
70,167 $3.33 Million
Q1 2018

Apr 20, 2018

SELL
$51.79 - $58.91 $49,718 - $56,553
-960 Reduced 1.36%
69,767 $3.77 Million
Q4 2017

Jan 22, 2018

SELL
$48.1 - $53.85 $462,241 - $517,498
-9,610 Reduced 11.96%
70,727 $3.71 Million
Q3 2017

Oct 12, 2017

BUY
$44.01 - $48.31 $3.54 Million - $3.88 Million
80,337
80,337 $3.87 Million

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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