A detailed history of Resurgent Financial Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 7,841 shares of MS stock, worth $1.06 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
7,841
Previous 6,906 13.54%
Holding current value
$1.06 Million
Previous $671,000 21.76%
% of portfolio
0.48%
Previous 0.41%

Shares

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

Nov 14, 2024

BUY
$92.07 - $106.96 $86,085 - $100,007
935 Added 13.54%
7,841 $817,000
Q2 2024

Aug 14, 2024

SELL
$86.19 - $101.53 $20,599 - $24,265
-239 Reduced 3.34%
6,906 $671,000
Q1 2024

May 10, 2024

SELL
$83.9 - $94.16 $126,940 - $142,464
-1,513 Reduced 17.48%
7,145 $672,000
Q4 2023

Feb 09, 2024

SELL
$70.4 - $93.66 $62,233 - $82,795
-884 Reduced 9.26%
8,658 $807,000
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $28,822 - $33,418
353 Added 3.84%
9,542 $779,000
Q2 2023

Aug 14, 2023

BUY
$81.22 - $91.12 $45,726 - $51,300
563 Added 6.53%
9,189 $784,000
Q1 2023

May 15, 2023

BUY
$83.95 - $100.83 $58,848 - $70,681
701 Added 8.85%
8,626 $757,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $22,288 - $27,539
296 Added 3.88%
7,925 $673,000
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $166,617 - $687,754
7,629 New
7,629 $603,000
Q1 2022

May 16, 2022

SELL
$83.31 - $108.73 $994,971 - $1.3 Million
-11,943 Closed
0 $0
Q4 2021

May 16, 2022

BUY
$94.82 - $104.66 $1.13 Million - $1.25 Million
11,943 New
11,943 $1.17 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 $228B
  • 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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