A detailed history of Sage View Advisory Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 6,574 shares of MS stock, worth $792,167. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,574
Previous 11,802 44.3%
Holding current value
$792,167
Previous $1.15 Billion 40.26%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$92.07 - $106.96 $481,341 - $559,186
-5,228 Reduced 44.3%
6,574 $685 Million
Q2 2024

Aug 14, 2024

BUY
$86.19 - $101.53 $966,362 - $1.14 Million
11,212 Added 1900.34%
11,802 $1.15 Billion
Q1 2024

May 08, 2024

SELL
$83.9 - $94.16 $860,730 - $965,987
-10,259 Reduced 94.56%
590 $212 Million
Q4 2023

Feb 09, 2024

BUY
$70.4 - $93.66 $548,908 - $730,267
7,797 Added 255.47%
10,849 $951 Million
Q3 2023

Nov 02, 2023

BUY
$81.65 - $94.67 $9,308 - $10,792
114 Added 3.88%
3,052 $249 Million
Q2 2023

Aug 11, 2023

SELL
$81.22 - $91.12 $2,517 - $2,824
-31 Reduced 1.04%
2,938 $251 Million
Q1 2023

May 01, 2023

SELL
$83.95 - $100.83 $18,972 - $22,787
-226 Reduced 7.07%
2,969 $261 Million
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $240,583 - $297,262
3,195 New
3,195 $272 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 $204B
  • 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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