A detailed history of Smith, Salley & Associates transactions in Morgan Stanley stock. As of the latest transaction made, Smith, Salley & Associates holds 20,700 shares of MS stock, worth $2.78 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
20,700
Previous 16,207 27.72%
Holding current value
$2.78 Million
Previous $1.58 Million 36.95%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Oct 24, 2024

BUY
$92.07 - $106.96 $413,670 - $480,571
4,493 Added 27.72%
20,700 $2.16 Million
Q2 2024

Jul 29, 2024

BUY
$86.19 - $101.53 $32,579 - $38,378
378 Added 2.39%
16,207 $1.58 Million
Q1 2024

May 02, 2024

SELL
$83.9 - $94.16 $54,954 - $61,674
-655 Reduced 3.97%
15,829 $1.49 Million
Q4 2023

Jan 24, 2024

BUY
$70.4 - $93.66 $321,939 - $428,307
4,573 Added 38.39%
16,484 $1.54 Million
Q3 2023

Oct 27, 2023

BUY
$81.65 - $94.67 $972,533 - $1.13 Million
11,911 New
11,911 $972,000

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 $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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