Shelton Capital Management Morgan Stanley Transaction History

Shelton Capital Management

  • $4.6 Billion
  • Q3 2025

A detailed history of Shelton Capital Management transactions in Morgan Stanley stock. As of the latest transaction made, Shelton Capital Management holds 70,437 shares of MS stock, worth $11.2 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
70,437
Previous 77,205 8.77%
Holding current value
$11.2 Million
Previous $10.9 Million 2.95%
% of portfolio
0.24%
Previous 0.25%

Shares

37 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$139.09 - $161.16 $941,361 - $1.09 Million
-6,768 Reduced 8.77%
70,437 $11.2 Million
Q2 2025

Aug 13, 2025
SELL
$99.83 - $140.86 $4.47 Million - $6.3 Million
-44,749 Reduced 36.69%
77,205 $10.9 Million
Q1 2025

May 15, 2025
BUY
$111.68 - $141.08 $12.8 Million - $16.2 Million
114,710 Added 1583.52%
121,954 $14.2 Million
Q4 2024

Feb 13, 2025
SELL
$104.42 - $134.99 $327,043 - $422,788
-3,132 Reduced 30.19%
7,244 $910,000
Q3 2024

Nov 14, 2024
SELL
$92.07 - $106.96 $2.01 Million - $2.33 Million
-21,781 Reduced 67.73%
10,376 $1.08 Million
Q2 2024

Aug 13, 2024
SELL
$86.19 - $101.53 $184,532 - $217,375
-2,141 Reduced 6.24%
32,157 $3.13 Million
Q1 2024

May 15, 2024
SELL
$83.9 - $94.16 $8.82 Million - $9.9 Million
-105,099 Reduced 75.4%
34,298 $3.23 Million
Q4 2023

Feb 14, 2024
BUY
$70.4 - $93.66 $3.96 Million - $5.26 Million
56,201 Added 67.55%
139,397 $13 Million
Q3 2023

Nov 14, 2023
SELL
$81.65 - $94.67 $2.16 Million - $2.5 Million
-26,398 Reduced 24.09%
83,196 $6.79 Million
Q2 2023

Aug 10, 2023
SELL
$81.22 - $91.12 $1.11 Million - $1.25 Million
-13,709 Reduced 11.12%
109,594 $9.36 Million
Q1 2023

May 11, 2023
BUY
$83.95 - $100.83 $8.92 Million - $10.7 Million
106,203 Added 621.07%
123,303 $10.8 Million
Q4 2022

Feb 13, 2023
SELL
$75.3 - $93.04 $9.13 Million - $11.3 Million
-121,275 Reduced 87.64%
17,100 $1.45 Million
Q3 2022

Nov 14, 2022
SELL
$21.84 - $90.15 $201,517 - $831,814
-9,227 Reduced 6.25%
138,375 $10.9 Million
Q2 2022

Aug 11, 2022
BUY
$72.9 - $90.61 $2.12 Million - $2.64 Million
29,102 Added 24.56%
147,602 $11.2 Million
Q1 2022

May 12, 2022
BUY
$83.31 - $108.73 $824,935 - $1.08 Million
9,902 Added 9.12%
118,500 $10.4 Million
Q4 2021

Feb 11, 2022
SELL
$94.82 - $104.66 $977,783 - $1.08 Million
-10,312 Reduced 8.67%
108,598 $10.7 Million
Q3 2021

Nov 15, 2021
SELL
$87.64 - $105.45 $515,761 - $620,573
-5,885 Reduced 4.72%
118,910 $11.6 Million
Q2 2021

Aug 12, 2021
SELL
$77.29 - $93.96 $5.41 Million - $6.57 Million
-69,961 Reduced 35.92%
124,795 $11.4 Million
Q1 2021

May 14, 2021
BUY
$67.05 - $84.34 $6.69 Million - $8.42 Million
99,850 Added 105.21%
194,756 $15.1 Million
Q4 2020

Feb 16, 2021
BUY
$47.26 - $68.53 $351,850 - $510,205
7,445 Added 8.51%
94,906 $6.5 Million
Q3 2020

Nov 09, 2020
BUY
$46.42 - $53.25 $3.05 Million - $3.5 Million
65,800 Added 303.77%
87,461 $4.23 Million
Q2 2020

Aug 12, 2020
SELL
$31.62 - $50.4 $201,103 - $320,544
-6,360 Reduced 22.7%
21,661 $1.05 Million
Q1 2020

May 13, 2020
SELL
$27.81 - $57.51 $233,604 - $483,084
-8,400 Reduced 23.06%
28,021 $953,000
Q4 2019

Feb 11, 2020
SELL
$39.82 - $51.12 $856,249 - $1.1 Million
-21,503 Reduced 37.12%
36,421 $1.86 Million
Q2 2019

Aug 14, 2019
BUY
$40.69 - $48.46 $2.22 Million - $2.64 Million
54,475 Added 1579.44%
57,924 $2.54 Million
Q1 2019

May 10, 2019
SELL
$39.68 - $44.49 $3.12 Million - $3.5 Million
-78,675 Reduced 95.8%
3,449 $81.7 Million
Q4 2018

Jan 31, 2019
SELL
$37.01 - $47.27 $40,711 - $51,997
-1,100 Reduced 1.32%
82,124 $3.26 Million
Q3 2018

Nov 14, 2018
BUY
$46.57 - $51.05 $1.08 Million - $1.18 Million
23,085 Added 38.39%
83,224 $3.88 Million
Q2 2018

Aug 10, 2018
SELL
$47.19 - $55.22 $79,515 - $93,045
-1,685 Reduced 2.73%
60,139 $2.85 Million
Q1 2018

May 15, 2018
SELL
$51.79 - $58.91 $7.31 Million - $8.31 Million
-141,100 Reduced 69.53%
61,824 $3.34 Million
Q4 2017

Feb 06, 2018
BUY
$48.1 - $53.85 $1.37 Million - $1.53 Million
28,500 Added 16.34%
202,924 $10.6 Million
Q3 2017

Nov 14, 2017
BUY
$44.01 - $48.31 $2.58 Million - $2.83 Million
58,545 Added 50.52%
174,424 $8.4 Million
Q2 2017

Aug 14, 2017
BUY
N/A
56,555 Added 95.33%
115,879 $5.16 Million
Q1 2017

Nov 28, 2017
SELL
N/A
-100 Reduced 0.17%
59,324 $2.54 Million
Q4 2016

Nov 29, 2017
SELL
N/A
-23,800 Reduced 28.6%
59,424 $2.51 Million
Q3 2016

Dec 06, 2017
BUY
N/A
23,800 Added 40.05%
83,224 $2.67 Million
Q3 2016

Dec 04, 2017
BUY
N/A
59,424
59,424 $2.51 Million

Others Institutions Holding MS

# of Institutions
2,632
Shares Held
1.31B
Call Options Held
17.4M
Put Options Held
24.6M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $270B
  • 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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