A detailed history of Ropes Wealth Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 4,781 shares of MS stock, worth $639,602. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,781
Previous 3,028 57.89%
Holding current value
$639,602
Previous $258,000 51.16%
% of portfolio
0.08%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

BUY
$81.65 - $94.67 $143,132 - $165,956
1,753 Added 57.89%
4,781 $390,000
Q2 2023

Aug 07, 2023

BUY
$81.22 - $91.12 $30,295 - $33,987
373 Added 14.05%
3,028 $258,000
Q1 2023

May 08, 2023

BUY
$83.95 - $100.83 $222,887 - $267,703
2,655 New
2,655 $233,000
Q3 2022

Nov 01, 2022

BUY
$21.84 - $90.15 $57,854 - $238,807
2,649 New
2,649 $209,000
Q1 2022

May 04, 2022

SELL
$83.31 - $108.73 $303,081 - $395,559
-3,638 Closed
0 $0
Q4 2021

Feb 10, 2022

SELL
$94.82 - $104.66 $24,463 - $27,002
-258 Reduced 6.62%
3,638 $357,000
Q3 2021

Nov 05, 2021

BUY
$87.64 - $105.45 $341,445 - $410,833
3,896 New
3,896 $379,000
Q1 2021

May 12, 2021

SELL
$67.05 - $84.34 $109,962 - $138,317
-1,640 Closed
0 $0
Q4 2020

Feb 05, 2021

BUY
$47.26 - $68.53 $30,246 - $43,859
640 Added 64.0%
1,640 $112,000
Q3 2020

Oct 16, 2020

SELL
$46.42 - $53.25 $5,477 - $6,283
-118 Reduced 10.55%
1,000 $48,000
Q2 2020

Jul 20, 2020

BUY
$31.62 - $50.4 $3,731 - $5,947
118 Added 11.8%
1,118 $54,000
Q1 2020

Apr 24, 2020

BUY
$27.81 - $57.51 $8,343 - $17,253
300 Added 42.86%
1,000 $34,000
Q4 2019

Feb 05, 2020

SELL
$39.82 - $51.12 $25,883 - $33,228
-650 Reduced 48.15%
700 $36,000
Q1 2019

Apr 15, 2019

BUY
$39.68 - $44.49 $19,840 - $22,245
500 Added 58.82%
1,350 $57,000
Q3 2017

Nov 09, 2017

BUY
$44.01 - $48.31 $37,408 - $41,063
850
850 $41,000

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 $227B
  • 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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