A detailed history of Spartan Planning & Wealth Management transactions in Morgan Stanley stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 1,381 shares of MS stock, worth $186,006. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,381
Previous 2 68950.0%
Holding current value
$186,006
Previous $0 Infinity%
% of portfolio
0.14%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024

BUY
$70.4 - $93.66 $97,081 - $129,157
1,379 Added 68950.0%
1,381 $128,000
Q3 2023

Nov 17, 2023

SELL
$81.65 - $94.67 $249,685 - $289,500
-3,058 Reduced 99.93%
2 $0
Q4 2022

Feb 01, 2023

BUY
$75.3 - $93.04 $230,418 - $284,702
3,060 New
3,060 $260,000
Q2 2022

Aug 10, 2022

SELL
$72.9 - $90.61 $28,066 - $34,884
-385 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$83.31 - $108.73 $32,074 - $41,861
385 New
385 $33,000

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 $228B
  • 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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