A detailed history of Soltis Investment Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 2,318 shares of MS stock, worth $305,257. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,318
Holding current value
$305,257
% of portfolio
0.02%

Shares

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

Nov 18, 2024

BUY
$92.07 - $106.96 $213,418 - $247,933
2,318 New
2,318 $241,000
Q2 2023

Aug 08, 2023

BUY
$81.22 - $91.12 $13,807 - $15,490
170 Added 6.92%
2,625 $224,000
Q1 2023

May 03, 2023

BUY
$83.95 - $100.83 $2,854 - $3,428
34 Added 1.4%
2,455 $215,000
Q4 2022

Feb 09, 2023

BUY
$75.3 - $93.04 $182,301 - $225,249
2,421 New
2,421 $205,000

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 $223B
  • 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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