A detailed history of Roberts Capital Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Roberts Capital Advisors, LLC holds 10,061 shares of MS stock, worth $977,828. This represents 0.91% of its overall portfolio holdings.

Number of Shares
10,061
Previous 10,785 6.71%
Holding current value
$977,828
Previous $852,000 11.15%
% of portfolio
0.91%
Previous 1.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$83.9 - $94.16 $60,743 - $68,171
-724 Reduced 6.71%
10,061 $947,000
Q4 2021

Feb 15, 2022

BUY
$94.82 - $104.66 $1.02 Million - $1.13 Million
10,785 New
10,785 $1.06 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 $165B
  • 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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