A detailed history of Pds Planning, Inc transactions in Morgan Stanley stock. As of the latest transaction made, Pds Planning, Inc holds 5,713 shares of MS stock, worth $691,501. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,713
Previous 5,598 2.05%
Holding current value
$691,501
Previous $544,000 9.38%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 29, 2024

BUY
$92.07 - $106.96 $10,588 - $12,300
115 Added 2.05%
5,713 $595,000
Q2 2024

Aug 07, 2024

BUY
$86.19 - $101.53 $10,687 - $12,589
124 Added 2.27%
5,598 $544,000
Q1 2024

May 01, 2024

BUY
$83.9 - $94.16 $30,120 - $33,803
359 Added 7.02%
5,474 $515,000
Q4 2023

Feb 01, 2024

SELL
$70.4 - $93.66 $10,771 - $14,329
-153 Reduced 2.9%
5,115 $476,000
Q3 2023

Oct 20, 2023

BUY
$81.65 - $94.67 $4,735 - $5,490
58 Added 1.11%
5,268 $430,000
Q2 2023

Jul 20, 2023

BUY
$81.22 - $91.12 $10,721 - $12,027
132 Added 2.6%
5,210 $444,000
Q1 2023

May 01, 2023

BUY
$83.95 - $100.83 $426,298 - $512,014
5,078 New
5,078 $445,000

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 $205B
  • 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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