A detailed history of Sound View Wealth Advisors Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 5,709 shares of MS stock, worth $710,485. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,709
Previous 4,498 26.92%
Holding current value
$710,485
Previous $437,000 36.16%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

BUY
$92.07 - $106.96 $111,496 - $129,528
1,211 Added 26.92%
5,709 $595,000
Q2 2024

Aug 05, 2024

BUY
$86.19 - $101.53 $17,927 - $21,118
208 Added 4.85%
4,498 $437,000
Q1 2024

May 09, 2024

SELL
$83.9 - $94.16 $6,712 - $7,532
-80 Reduced 1.83%
4,290 $403,000
Q4 2023

Feb 08, 2024

BUY
$70.4 - $93.66 $50,406 - $67,060
716 Added 19.59%
4,370 $407,000
Q3 2023

Nov 07, 2023

BUY
$81.65 - $94.67 $43,601 - $50,553
534 Added 17.12%
3,654 $298,000
Q2 2023

Aug 08, 2023

BUY
$81.22 - $91.12 $40,853 - $45,833
503 Added 19.22%
3,120 $266,000
Q1 2023

May 12, 2023

BUY
$83.95 - $100.83 $219,697 - $263,872
2,617 New
2,617 $229,000

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 $211B
  • 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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