A detailed history of Schear Investment Advisers, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Schear Investment Advisers, LLC holds 10,791 shares of MS stock, worth $1.31 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
10,791
Previous 9,904 8.96%
Holding current value
$1.31 Million
Previous $962,000 16.84%
% of portfolio
0.72%
Previous 0.72%

Shares

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

Nov 06, 2024

BUY
$92.07 - $106.96 $81,666 - $94,873
887 Added 8.96%
10,791 $1.12 Million
Q2 2024

Jul 30, 2024

SELL
$86.19 - $101.53 $19,047 - $22,438
-221 Reduced 2.18%
9,904 $962,000
Q1 2024

May 01, 2024

SELL
$83.9 - $94.16 $372,683 - $418,258
-4,442 Reduced 30.49%
10,125 $953,000
Q4 2023

Jan 31, 2024

SELL
$70.4 - $93.66 $16,051 - $21,354
-228 Reduced 1.54%
14,567 $1.36 Million
Q3 2023

Oct 25, 2023

SELL
$81.65 - $94.67 $37,314 - $43,264
-457 Reduced 3.0%
14,795 $1.21 Million
Q2 2023

Jul 17, 2023

BUY
$81.22 - $91.12 $7,553 - $8,474
93 Added 0.61%
15,252 $1.3 Million
Q1 2023

Apr 25, 2023

BUY
$83.95 - $100.83 $9,318 - $11,192
111 Added 0.74%
15,159 $1.33 Billion
Q4 2022

Jan 24, 2023

BUY
$75.3 - $93.04 $1.13 Million - $1.4 Million
15,048 New
15,048 $1.28 Billion

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 $205B
  • 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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