A detailed history of Shorepoint Capital Partners LLC transactions in Morgan Stanley stock. As of the latest transaction made, Shorepoint Capital Partners LLC holds 35,515 shares of MS stock, worth $4.75 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
35,515
Previous 35,433 0.23%
Holding current value
$4.75 Million
Previous $3.44 Million 7.52%
% of portfolio
0.87%
Previous 0.83%

Shares

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

Nov 14, 2024

BUY
$92.07 - $106.96 $7,549 - $8,770
82 Added 0.23%
35,515 $3.7 Million
Q2 2024

Aug 14, 2024

BUY
$86.19 - $101.53 $102,566 - $120,820
1,190 Added 3.48%
35,433 $3.44 Million
Q1 2024

May 14, 2024

BUY
$83.9 - $94.16 $44,131 - $49,528
526 Added 1.56%
34,243 $3.22 Million
Q4 2023

Feb 13, 2024

BUY
$70.4 - $93.66 $242,105 - $322,096
3,439 Added 11.36%
33,717 $3.14 Million
Q3 2023

Nov 14, 2023

BUY
$81.65 - $94.67 $254,339 - $294,897
3,115 Added 11.47%
30,278 $2.47 Million
Q2 2023

Aug 14, 2023

BUY
$81.22 - $91.12 $2.21 Million - $2.48 Million
27,163 New
27,163 $2.32 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 $226B
  • 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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