A detailed history of Personal Cfo Solutions, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 6,377 shares of MS stock, worth $761,668. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,377
Previous 6,513 2.09%
Holding current value
$761,668
Previous $613,000 0.98%
% of portfolio
0.1%
Previous 0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$86.19 - $101.53 $11,721 - $13,808
-136 Reduced 2.09%
6,377 $619,000
Q1 2024

May 13, 2024

SELL
$83.9 - $94.16 $32,804 - $36,816
-391 Reduced 5.66%
6,513 $613,000
Q4 2023

Feb 13, 2024

SELL
$70.4 - $93.66 $29,075 - $38,681
-413 Reduced 5.64%
6,904 $643,000
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $12,410 - $14,389
152 Added 2.12%
7,317 $597,000
Q2 2023

Aug 10, 2023

BUY
$81.22 - $91.12 $52,468 - $58,863
646 Added 9.91%
7,165 $611,000
Q1 2023

May 09, 2023

BUY
$83.95 - $100.83 $17,209 - $20,670
205 Added 3.25%
6,519 $572,000
Q4 2022

Feb 14, 2023

SELL
$75.3 - $93.04 $22,439 - $27,725
-298 Reduced 4.51%
6,314 $536,000
Q3 2022

Nov 01, 2022

BUY
$21.84 - $90.15 $1,790 - $7,392
82 Added 1.26%
6,612 $522,000
Q2 2022

Aug 05, 2022

BUY
$72.9 - $90.61 $8,237 - $10,238
113 Added 1.76%
6,530 $497,000
Q1 2022

May 02, 2022

BUY
$83.31 - $108.73 $84,726 - $110,578
1,017 Added 18.83%
6,417 $561,000
Q4 2021

Feb 11, 2022

SELL
$94.82 - $104.66 $568 - $627
-6 Reduced 0.11%
5,400 $530,000
Q3 2021

Nov 18, 2021

SELL
$87.64 - $105.45 $79,138 - $95,221
-903 Reduced 14.31%
5,406 $526,000
Q2 2021

Jul 22, 2021

SELL
$77.29 - $93.96 $14,530 - $17,664
-188 Reduced 2.89%
6,309 $578,000
Q1 2021

Apr 21, 2021

BUY
$67.05 - $84.34 $17,902 - $22,518
267 Added 4.29%
6,497 $505,000
Q4 2020

Feb 09, 2021

SELL
$47.26 - $68.53 $20,416 - $29,604
-432 Reduced 6.48%
6,230 $426,000
Q3 2020

Nov 02, 2020

BUY
$46.42 - $53.25 $104,862 - $120,291
2,259 Added 51.31%
6,662 $0
Q2 2020

Aug 03, 2020

BUY
$31.62 - $50.4 $139,222 - $221,911
4,403 New
4,403 $213,000

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 $202B
  • 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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