A detailed history of Shepherd Financial Partners LLC transactions in Morgan Stanley stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 4,074 shares of MS stock, worth $408,214. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,074
Previous 4,070 0.1%
Holding current value
$408,214
Previous $379,000 1.06%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$83.9 - $94.16 $335 - $376
4 Added 0.1%
4,074 $383,000
Q4 2023

Feb 12, 2024

SELL
$70.4 - $93.66 $19,500 - $25,943
-277 Reduced 6.37%
4,070 $379,000
Q3 2023

Nov 08, 2023

BUY
$81.65 - $94.67 $16,166 - $18,744
198 Added 4.77%
4,347 $355,000
Q2 2023

Aug 11, 2023

BUY
$81.22 - $91.12 $17,137 - $19,226
211 Added 5.36%
4,149 $354,000
Q1 2023

May 01, 2023

SELL
$83.95 - $100.83 $20,148 - $24,199
-240 Reduced 5.74%
3,938 $345,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $5,722 - $7,071
76 Added 1.85%
4,178 $355,000
Q3 2022

Nov 09, 2022

BUY
$21.84 - $90.15 $5,132 - $21,185
235 Added 6.08%
4,102 $324,000
Q2 2022

Aug 15, 2022

BUY
$72.9 - $90.61 $61,527 - $76,474
844 Added 27.92%
3,867 $294,000
Q1 2022

May 13, 2022

BUY
$83.31 - $108.73 $251,846 - $328,690
3,023 New
3,023 $265,000
Q4 2018

Feb 07, 2019

SELL
$37.01 - $47.27 $182,496 - $233,088
-4,931 Closed
0 $0
Q2 2018

Aug 02, 2018

BUY
$47.19 - $55.22 $232,693 - $272,289
4,931 New
4,931 $235,000

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 $170B
  • 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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