A detailed history of Portside Wealth Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Portside Wealth Group, LLC holds 8,042 shares of MS stock, worth $939,707. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,042
Previous 7,012 14.69%
Holding current value
$939,707
Previous $681 Million 23.01%
% of portfolio
0.14%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$92.07 - $106.96 $94,832 - $110,168
1,030 Added 14.69%
8,042 $838 Million
Q2 2024

Jul 18, 2024

SELL
$86.19 - $101.53 $47,921 - $56,450
-556 Reduced 7.35%
7,012 $681 Million
Q1 2024

Apr 17, 2024

SELL
$83.9 - $94.16 $8,809 - $9,886
-105 Reduced 1.37%
7,568 $713 Million
Q4 2023

Jan 16, 2024

SELL
$70.4 - $93.66 $76,172 - $101,340
-1,082 Reduced 12.36%
7,673 $716 Million
Q3 2023

Oct 27, 2023

BUY
$81.65 - $94.67 $1,061 - $1,230
13 Added 0.15%
8,755 $715 Million
Q2 2023

Sep 01, 2023

SELL
$81.22 - $91.12 $24.3 Million - $27.2 Million
-298,768 Reduced 97.16%
8,742 $747 Million
Q2 2023

Aug 01, 2023

BUY
$81.22 - $91.12 $25 Million - $28 Million
307,510 New
307,510 $26.3 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 $198B
  • 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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