Pinnacle Wealth Planning Services, Inc. Morgan Stanley Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $748 Million
  • Q2 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 4,379 shares of MS stock, worth $690,086. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,379
Previous 3,658 19.71%
Holding current value
$690,086
Previous $426,000 44.6%
% of portfolio
0.08%
Previous 0.07%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$99.83 - $140.86 $71,977 - $101,560
721 Added 19.71%
4,379 $616,000
Q1 2025

May 15, 2025
BUY
$111.68 - $141.08 $22,336 - $28,216
200 Added 5.78%
3,658 $426,000
Q4 2024

Feb 06, 2025
SELL
$104.42 - $134.99 $31,221 - $40,362
-299 Reduced 7.96%
3,458 $434,000
Q3 2024

Nov 13, 2024
SELL
$92.07 - $106.96 $644 - $748
-7 Reduced 0.19%
3,757 $391,000
Q2 2024

Aug 09, 2024
SELL
$86.19 - $101.53 $5,602 - $6,599
-65 Reduced 1.7%
3,764 $365,000
Q1 2024

May 09, 2024
SELL
$83.9 - $94.16 $428,812 - $481,251
-5,111 Reduced 57.17%
3,829 $360,000
Q4 2023

Feb 07, 2024
SELL
$70.4 - $93.66 $1,619 - $2,154
-23 Reduced 0.26%
8,940 $833,000
Q3 2023

Nov 07, 2023
SELL
$81.65 - $94.67 $2,694 - $3,124
-33 Reduced 0.37%
8,963 $732,000
Q2 2023

Aug 07, 2023
SELL
$81.22 - $91.12 $8,609 - $9,658
-106 Reduced 1.16%
8,996 $768,000
Q1 2023

May 03, 2023
BUY
$83.95 - $100.83 $412,866 - $495,881
4,918 Added 117.54%
9,102 $799,000
Q4 2022

Feb 13, 2023
BUY
$75.3 - $93.04 $7,530 - $9,304
100 Added 2.45%
4,184 $355,000
Q3 2022

Nov 09, 2022
SELL
$21.84 - $90.15 $65 - $270
-3 Reduced 0.07%
4,084 $323,000
Q2 2022

Aug 03, 2022
BUY
$72.9 - $90.61 $72 - $90
1 Added 0.02%
4,087 $311,000
Q4 2021

Jan 21, 2022
SELL
$94.82 - $104.66 $3,982 - $4,395
-42 Reduced 1.02%
4,086 $401,000
Q3 2021

Oct 29, 2021
SELL
$87.64 - $105.45 $350 - $421
-4 Reduced 0.1%
4,128 $402,000
Q2 2021

Aug 02, 2021
SELL
$77.29 - $93.96 $77 - $93
-1 Reduced 0.02%
4,132 $379,000
Q1 2021

Apr 29, 2021
BUY
$67.05 - $84.34 $335 - $421
5 Added 0.12%
4,133 $321,000
Q4 2020

Feb 12, 2021
BUY
$47.26 - $68.53 $195,089 - $282,891
4,128 New
4,128 $283,000
Q2 2018

Feb 28, 2019
SELL
$47.19 - $55.22 $198,669 - $232,476
-4,210 Closed
0 $0
Q1 2018

Feb 28, 2019
BUY
$51.79 - $58.91 $152,262 - $173,195
2,940 Added 231.5%
4,210 $227,000
Q4 2017

Feb 12, 2018
BUY
$48.1 - $53.85 $61,087 - $68,389
1,270
1,270 $67,000

Others Institutions Holding MS

# of Institutions
2,541
Shares Held
1.34B
Call Options Held
19.3M
Put Options Held
24M
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 $267B
  • 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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