A detailed history of San Luis Wealth Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 6,571 shares of MS stock, worth $784,840. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,571
Previous 3,144 109.0%
Holding current value
$784,840
Previous $306,000 123.86%
% of portfolio
0.14%
Previous 0.07%

Shares

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

Oct 09, 2024

BUY
$92.07 - $106.96 $315,523 - $366,551
3,427 Added 109.0%
6,571 $685,000
Q2 2024

Jul 12, 2024

BUY
$86.19 - $101.53 $270,981 - $319,210
3,144 New
3,144 $306,000
Q2 2022

Aug 10, 2022

SELL
$72.9 - $90.61 $1.04 Million - $1.29 Million
-14,244 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$83.31 - $108.73 $1.19 Million - $1.55 Million
14,244 New
14,244 $1.4 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 $202B
  • 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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