A detailed history of Sage Mountain Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 4,316 shares of MS stock, worth $432,463. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,316
Previous 3,640 18.57%
Holding current value
$432,463
Previous $339,000 19.76%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 23, 2024

BUY
$83.9 - $94.16 $56,716 - $63,652
676 Added 18.57%
4,316 $406,000
Q4 2023

Feb 01, 2024

SELL
$70.4 - $93.66 $57,164 - $76,051
-812 Reduced 18.24%
3,640 $339,000
Q3 2023

Oct 25, 2023

SELL
$81.65 - $94.67 $57,726 - $66,931
-707 Reduced 13.7%
4,452 $363,000
Q2 2023

Jul 24, 2023

SELL
$81.22 - $91.12 $35,249 - $39,546
-434 Reduced 7.76%
5,159 $440,000
Q1 2023

Apr 25, 2023

BUY
$83.95 - $100.83 $254,788 - $306,019
3,035 Added 118.65%
5,593 $491,000
Q4 2022

Feb 01, 2023

BUY
$75.3 - $93.04 $192,617 - $237,996
2,558 New
2,558 $217,000
Q2 2022

Aug 25, 2022

BUY
$72.9 - $90.61 $36,085 - $44,851
495 Added 13.98%
4,037 $307,000
Q2 2022

Aug 01, 2022

SELL
$72.9 - $90.61 $39,730 - $49,382
-545 Reduced 13.33%
3,542 $269,000
Q1 2022

Aug 25, 2022

SELL
$83.31 - $108.73 $131,129 - $171,141
-1,574 Reduced 27.8%
4,087 $357,000
Q1 2022

May 10, 2022

BUY
$83.31 - $108.73 $7,997 - $10,438
96 Added 1.73%
5,661 $495,000
Q4 2021

Feb 02, 2022

BUY
$94.82 - $104.66 $140,523 - $155,106
1,482 Added 36.3%
5,565 $546,000
Q3 2021

Nov 01, 2021

BUY
$87.64 - $105.45 $2,541 - $3,058
29 Added 0.72%
4,083 $397,000
Q2 2021

Jul 22, 2021

BUY
$77.29 - $93.96 $313,333 - $380,913
4,054 New
4,054 $372,000

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 $170B
  • 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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