A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 7,687 shares of MS stock, worth $1.03 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,687
Previous 9,074 15.29%
Holding current value
$1.03 Million
Previous $881,000 9.08%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 06, 2024

SELL
$92.07 - $106.96 $127,701 - $148,353
-1,387 Reduced 15.29%
7,687 $801,000
Q2 2024

Jul 30, 2024

SELL
$86.19 - $101.53 $95,843 - $112,901
-1,112 Reduced 10.92%
9,074 $881,000
Q1 2024

May 14, 2024

SELL
$83.9 - $94.16 $61,750 - $69,301
-736 Reduced 6.74%
10,186 $959,000
Q4 2023

Feb 08, 2024

SELL
$70.4 - $93.66 $31,046 - $41,304
-441 Reduced 3.88%
10,922 $1.02 Million
Q3 2023

Nov 08, 2023

SELL
$81.65 - $94.67 $34,864 - $40,424
-427 Reduced 3.62%
11,363 $928,000
Q2 2023

Aug 08, 2023

SELL
$81.22 - $91.12 $13,726 - $15,399
-169 Reduced 1.41%
11,790 $1.01 Million
Q1 2023

May 01, 2023

BUY
$83.95 - $100.83 $25,185 - $30,249
300 Added 2.57%
11,959 $1.05 Million
Q4 2022

Feb 13, 2023

SELL
$75.3 - $93.04 $6,626 - $8,187
-88 Reduced 0.75%
11,659 $991,000
Q3 2022

Nov 03, 2022

SELL
$21.84 - $90.15 $1,223 - $5,048
-56 Reduced 0.47%
11,747 $928,000
Q2 2022

Aug 02, 2022

BUY
$72.9 - $90.61 $8,820 - $10,963
121 Added 1.04%
11,803 $898,000
Q1 2022

May 16, 2022

BUY
$83.31 - $108.73 $186,531 - $243,446
2,239 Added 23.71%
11,682 $1.02 Million
Q1 2022

May 06, 2022

BUY
$83.31 - $108.73 $541,348 - $706,527
6,498 Added 220.65%
9,443 $825,000
Q4 2021

Jun 02, 2022

BUY
$94.82 - $104.66 $279,244 - $308,223
2,945 New
2,945 $289,000
Q4 2021

Feb 03, 2022

SELL
$94.82 - $104.66 $274,693 - $303,200
-2,897 Closed
0 $0
Q3 2021

Jun 02, 2022

BUY
$87.64 - $105.45 $253,893 - $305,488
2,897 New
2,897 $282,000
Q3 2021

Nov 03, 2021

SELL
$87.64 - $105.45 $1.08 Million - $1.3 Million
-12,296 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$77.29 - $93.96 $751,104 - $913,103
9,718 Added 376.96%
12,296 $1.13 Million
Q1 2021

Jun 02, 2022

BUY
$67.05 - $84.34 $172,854 - $217,428
2,578 New
2,578 $201,000
Q1 2021

May 11, 2021

SELL
$67.05 - $84.34 $206,648 - $259,935
-3,082 Closed
0 $0
Q4 2020

Feb 01, 2021

SELL
$47.26 - $68.53 $209,881 - $304,341
-4,441 Reduced 59.03%
3,082 $211,000
Q3 2020

Oct 30, 2020

BUY
$46.42 - $53.25 $232 - $266
5 Added 0.07%
7,523 $364,000
Q2 2020

Aug 07, 2020

BUY
$31.62 - $50.4 $237,719 - $378,907
7,518 New
7,518 $363,000
Q2 2018

Jul 31, 2018

SELL
$47.19 - $55.22 $1.03 Million - $1.21 Million
-21,914 Closed
0 $0
Q1 2018

May 03, 2018

BUY
$51.79 - $58.91 $19,006 - $21,619
367 Added 1.7%
21,914 $1.18 Million
Q4 2017

Feb 12, 2018

SELL
$48.1 - $53.85 $1.66 Million - $1.86 Million
-34,573 Reduced 61.61%
21,547 $1.13 Million
Q3 2017

Nov 13, 2017

BUY
$44.01 - $48.31 $1.37 Million - $1.51 Million
31,228 Added 125.45%
56,120 $2.7 Million
Q2 2017

Aug 09, 2017

BUY
N/A
24,892
24,892 $1.11 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 $227B
  • 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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