A detailed history of Segment Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Segment Wealth Management, LLC holds 2,505 shares of MS stock, worth $328,681. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,505
Previous 2,505 -0.0%
Holding current value
$328,681
Previous $243,000 7.41%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$86.19 - $101.53 $9,480 - $11,168
-110 Reduced 4.21%
2,505 $243,000
Q1 2024

Apr 24, 2024

BUY
$83.9 - $94.16 $31,378 - $35,215
374 Added 16.69%
2,615 $246,000
Q4 2023

Jan 25, 2024

BUY
$70.4 - $93.66 $157,766 - $209,892
2,241 New
2,241 $208,000
Q2 2022

Jul 20, 2022

SELL
$72.9 - $90.61 $220,741 - $274,367
-3,028 Closed
0 $0
Q1 2022

Apr 25, 2022

BUY
$83.31 - $108.73 $3,415 - $4,457
41 Added 1.37%
3,028 $265,000
Q4 2021

Jan 24, 2022

BUY
$94.82 - $104.66 $283,227 - $312,619
2,987 New
2,987 $293,000

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 $222B
  • 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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