Pinnacle Wealth Management Group, Inc. Morgan Stanley Transaction History

Pinnacle Wealth Management Group, Inc.

  • $163 Million
  • Q3 2025

A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 31,684 shares of MS stock, worth $5.05 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares
31,684
Previous 31,927 0.76%
Holding current value
$5.05 Million
Previous $4.5 Million 11.99%
% of portfolio
3.08%
Previous 3.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
SELL
$139.09 - $161.16 $33,798 - $39,161
-243 Reduced 0.76%
31,684 $5.04 Million
Q2 2025

Jul 31, 2025
SELL
$99.83 - $140.86 $16,671 - $23,523
-167 Reduced 0.52%
31,927 $4.5 Million
Q1 2025

Apr 11, 2025
SELL
$111.68 - $141.08 $35,514 - $44,863
-318 Reduced 0.98%
32,094 $3.74 Million
Q4 2024

Jan 13, 2025
BUY
$104.42 - $134.99 $12,739 - $16,468
122 Added 0.38%
32,412 $4.07 Million
Q3 2024

Oct 10, 2024
SELL
$92.07 - $106.96 $24,490 - $28,451
-266 Reduced 0.82%
32,290 $3.37 Million
Q2 2024

Jul 24, 2024
SELL
$86.19 - $101.53 $10,428 - $12,285
-121 Reduced 0.37%
32,556 $3.16 Million
Q1 2024

Apr 24, 2024
BUY
$83.9 - $94.16 $13,340 - $14,971
159 Added 0.49%
32,677 $3.08 Million
Q4 2023

Jan 17, 2024
SELL
$70.4 - $93.66 $98,560 - $131,124
-1,400 Reduced 4.13%
32,518 $3.03 Million
Q3 2023

Oct 11, 2023
BUY
$81.65 - $94.67 $25,311 - $29,347
310 Added 0.92%
33,918 $2.77 Million
Q2 2023

Jul 10, 2023
SELL
$81.22 - $91.12 $32,488 - $36,448
-400 Reduced 1.18%
33,608 $2.87 Million
Q1 2023

Apr 27, 2023
BUY
$83.95 - $100.83 $67,160 - $80,664
800 Added 2.41%
34,008 $2.99 Million
Q1 2023

Apr 26, 2023
BUY
$83.95 - $100.83 $12,592 - $15,124
150 Added 0.45%
33,208 $2.92 Million
Q4 2022

Jan 09, 2023
SELL
$75.3 - $93.04 $11,295 - $13,956
-150 Reduced 0.45%
33,058 $2.81 Million
Q3 2022

Oct 07, 2022
BUY
$21.84 - $90.15 $6,552 - $27,045
300 Added 0.91%
33,208 $2.62 Million
Q2 2022

Aug 02, 2022
SELL
$72.9 - $90.61 $21,870 - $27,183
-300 Reduced 0.9%
32,908 $2.5 Million
Q1 2022

Apr 21, 2022
BUY
$83.31 - $108.73 $63,732 - $83,178
765 Added 2.36%
33,208 $2.9 Million
Q4 2021

Mar 15, 2022
BUY
$94.82 - $104.66 $42,669 - $47,097
450 Added 1.41%
32,443 $3.19 Million
Q3 2021

Oct 28, 2021
SELL
$87.64 - $105.45 $109,550 - $131,812
-1,250 Reduced 3.76%
31,993 $3.11 Million
Q2 2021

Aug 10, 2021
BUY
$77.29 - $93.96 $2.57 Million - $3.12 Million
33,243 New
33,243 $3.05 Million

Others Institutions Holding MS

# of Institutions
2,624
Shares Held
1.31B
Call Options Held
18M
Put Options Held
25.2M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $270B
  • 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
Track This Portfolio

Track Pinnacle Wealth Management Group, Inc. Portfolio

Follow Pinnacle Wealth Management Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email