Prudent Man Advisors, LLC Morgan Stanley Transaction History

Prudent Man Advisors, LLC

  • $268 Million
  • Q1 2025

A detailed history of Prudent Man Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Prudent Man Advisors, LLC holds 15,155 shares of MS stock, worth $1.75 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
15,155
Previous 15,019 0.91%
Holding current value
$1.75 Million
Previous $1.89 Million 6.36%
% of portfolio
0.66%
Previous 0.7%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$111.68 - $141.08 $15,188 - $19,186
136 Added 0.91%
15,155 $1.77 Million
Q4 2024

Feb 05, 2025
SELL
$104.42 - $134.99 $434,909 - $562,233
-4,165 Reduced 21.71%
15,019 $1.89 Million
Q3 2024

Nov 07, 2024
SELL
$92.07 - $106.96 $253,100 - $294,033
-2,749 Reduced 12.53%
19,184 $2 Million
Q2 2024

Aug 13, 2024
BUY
$86.19 - $101.53 $80,156 - $94,422
930 Added 4.43%
21,933 $2.13 Million
Q1 2024

May 14, 2024
SELL
$83.9 - $94.16 $92,122 - $103,387
-1,098 Reduced 4.97%
21,003 $1.98 Million
Q4 2023

Feb 13, 2024
BUY
$70.4 - $93.66 $146,854 - $195,374
2,086 Added 10.42%
22,101 $2.06 Million
Q3 2023

Nov 09, 2023
SELL
$81.65 - $94.67 $224,210 - $259,963
-2,746 Reduced 12.06%
20,015 $1.63 Million
Q2 2023

Aug 10, 2023
SELL
$81.22 - $91.12 $34,031 - $38,179
-419 Reduced 1.81%
22,761 $1.94 Million
Q1 2023

May 05, 2023
SELL
$83.95 - $100.83 $29,634 - $35,592
-353 Reduced 1.5%
23,180 $2.04 Million
Q4 2022

Feb 13, 2023
BUY
$75.3 - $93.04 $184,108 - $227,482
2,445 Added 11.59%
23,533 $2 Million
Q3 2022

Nov 09, 2022
BUY
$21.84 - $90.15 $16,707 - $68,964
765 Added 3.76%
21,088 $1.67 Million
Q2 2022

Aug 05, 2022
SELL
$72.9 - $90.61 $7,654 - $9,514
-105 Reduced 0.51%
20,323 $1.55 Million
Q1 2022

May 09, 2022
SELL
$83.31 - $108.73 $122,382 - $159,724
-1,469 Reduced 6.71%
20,428 $1.79 Million
Q4 2021

Feb 10, 2022
SELL
$94.82 - $104.66 $287,209 - $317,015
-3,029 Reduced 12.15%
21,897 $2.15 Million
Q3 2021

Nov 10, 2021
SELL
$87.64 - $105.45 $27,957 - $33,638
-319 Reduced 1.26%
24,926 $2.43 Million
Q2 2021

Aug 03, 2021
SELL
$77.29 - $93.96 $175,448 - $213,289
-2,270 Reduced 8.25%
25,245 $2.32 Million
Q1 2021

May 14, 2021
BUY
$67.05 - $84.34 $63,831 - $80,291
952 Added 3.58%
27,515 $2.14 Million
Q4 2020

Feb 11, 2021
BUY
$47.26 - $68.53 $850 - $1,233
18 Added 0.07%
26,563 $1.82 Million
Q3 2020

Nov 16, 2020
BUY
$46.42 - $53.25 $137,960 - $158,259
2,972 Added 12.61%
26,545 $1.28 Million
Q2 2020

Aug 12, 2020
BUY
$31.62 - $50.4 $745,378 - $1.19 Million
23,573 New
23,573 $1.14 Million

Others Institutions Holding MS

# of Institutions
2,382
Shares Held
1.31B
Call Options Held
22.7M
Put Options Held
30.6M
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 $196B
  • 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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