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 3,764 shares of MS stock, worth $449,572. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,764
Previous 3,829 1.7%
Holding current value
$449,572
Previous $360,000 1.39%
% of portfolio
0.05%
Previous 0.05%

Shares

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

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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