A detailed history of Slate Stone Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 5,017 shares of MS stock, worth $504,660. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,017
Previous 4,785 4.85%
Holding current value
$504,660
Previous $446,000 5.83%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Apr 26, 2024

BUY
$83.9 - $94.16 $19,464 - $21,845
232 Added 4.85%
5,017 $472,000
Q4 2023

Feb 01, 2024

SELL
$70.4 - $93.66 $21,612 - $28,753
-307 Reduced 6.03%
4,785 $446,000
Q3 2023

Oct 12, 2023

BUY
$81.65 - $94.67 $43,274 - $50,175
530 Added 11.62%
5,092 $416,000
Q2 2023

Aug 07, 2023

BUY
$81.22 - $91.12 $81,950 - $91,940
1,009 Added 28.4%
4,562 $390,000
Q1 2023

Aug 08, 2023

SELL
$83.95 - $100.83 $38,197 - $45,877
-455 Reduced 9.97%
4,107 $361,000
Q4 2022

Feb 01, 2023

BUY
$75.3 - $93.04 $9,789 - $12,095
130 Added 3.8%
3,553 $302,000
Q3 2022

Nov 03, 2022

BUY
$21.84 - $90.15 $74,758 - $308,583
3,423 New
3,423 $270,000
Q4 2020

Jan 25, 2021

SELL
$47.26 - $68.53 $943,309 - $1.37 Million
-19,960 Closed
0 $0
Q3 2020

Oct 27, 2020

BUY
$46.42 - $53.25 $454,451 - $521,317
9,790 Added 96.26%
19,960 $965,000
Q1 2020

Apr 28, 2020

BUY
$27.81 - $57.51 $8,843 - $18,288
318 Added 3.23%
10,170 $346,000
Q4 2019

Feb 06, 2020

SELL
$39.82 - $51.12 $193,843 - $248,852
-4,868 Reduced 33.07%
9,852 $504,000
Q2 2019

Aug 05, 2019

SELL
$40.69 - $48.46 $321,573 - $382,979
-7,903 Reduced 34.93%
14,720 $645,000
Q1 2019

May 06, 2019

BUY
$39.68 - $44.49 $897,680 - $1.01 Million
22,623 New
22,623 $955,000

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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