A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 42,678 shares of MS stock, worth $4.28 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
42,678
Previous 43,536 1.97%
Holding current value
$4.28 Million
Previous $4.06 Million 1.01%
% of portfolio
0.43%
Previous 0.48%

Shares

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

Apr 30, 2024

SELL
$83.9 - $94.16 $71,986 - $80,789
-858 Reduced 1.97%
42,678 $4.02 Million
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $415,712 - $553,062
-5,905 Reduced 11.94%
43,536 $4.06 Million
Q3 2023

Oct 25, 2023

BUY
$81.65 - $94.67 $79,690 - $92,397
976 Added 2.01%
49,441 $4.04 Million
Q2 2023

Aug 02, 2023

SELL
$81.22 - $91.12 $241,060 - $270,444
-2,968 Reduced 5.77%
48,465 $4.14 Million
Q1 2023

May 04, 2023

SELL
$83.95 - $100.83 $24,009 - $28,837
-286 Reduced 0.55%
51,433 $4.52 Million
Q4 2022

Feb 06, 2023

SELL
$75.3 - $93.04 $243,143 - $300,426
-3,229 Reduced 5.88%
51,719 $4.4 Million
Q3 2022

Nov 09, 2022

SELL
$21.84 - $90.15 $57,264 - $236,373
-2,622 Reduced 4.55%
54,948 $4.34 Million
Q2 2022

Aug 01, 2022

BUY
$72.9 - $90.61 $199,964 - $248,543
2,743 Added 5.0%
57,570 $4.38 Million
Q1 2022

May 05, 2022

BUY
$83.31 - $108.73 $1.61 Million - $2.1 Million
19,296 Added 54.31%
54,827 $4.79 Million
Q4 2021

Jan 20, 2022

BUY
$94.82 - $104.66 $1.13 Million - $1.25 Million
11,941 Added 50.62%
35,531 $3.49 Million
Q3 2021

Oct 29, 2021

SELL
$87.64 - $105.45 $56,527 - $68,015
-645 Reduced 2.66%
23,590 $2.3 Million
Q2 2021

Aug 10, 2021

BUY
$77.29 - $93.96 $108,592 - $132,013
1,405 Added 6.15%
24,235 $2.22 Million
Q1 2021

May 13, 2021

SELL
$67.05 - $84.34 $168,295 - $211,693
-2,510 Reduced 9.91%
22,830 $1.77 Million
Q4 2020

Feb 03, 2021

BUY
$47.26 - $68.53 $1.2 Million - $1.74 Million
25,340 New
25,340 $1.74 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 $170B
  • 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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