A detailed history of Srs Capital Advisors, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 868 shares of MS stock, worth $90,636. This represents 0.01% of its overall portfolio holdings.

Number of Shares
868
Previous 591 46.87%
Holding current value
$90,636
Previous $55,000 52.73%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$86.19 - $101.53 $23,874 - $28,123
277 Added 46.87%
868 $84,000
Q1 2024

May 14, 2024

SELL
$83.9 - $94.16 $167 - $188
-2 Reduced 0.34%
591 $55,000
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $1,830 - $2,435
-26 Reduced 4.2%
593 $55,000
Q3 2023

Nov 14, 2023

BUY
$81.65 - $94.67 $1,143 - $1,325
14 Added 2.31%
619 $50,000
Q2 2023

Aug 14, 2023

BUY
$81.22 - $91.12 $4,385 - $4,920
54 Added 9.8%
605 $51,000
Q1 2023

May 16, 2023

BUY
$83.95 - $100.83 $335 - $403
4 Added 0.73%
551 $48,000
Q4 2022

Feb 24, 2023

SELL
$75.3 - $93.04 $3,087 - $3,814
-41 Reduced 6.97%
547 $46,000
Q3 2022

Nov 03, 2022

SELL
$21.84 - $90.15 $327 - $1,352
-15 Reduced 2.49%
588 $46,000
Q2 2022

Aug 22, 2022

SELL
$72.9 - $90.61 $1,312 - $1,630
-18 Reduced 2.9%
603 $46,000
Q1 2022

May 12, 2022

BUY
$83.31 - $108.73 $8,081 - $10,546
97 Added 18.51%
621 $54,000
Q4 2021

Feb 08, 2022

BUY
$94.82 - $104.66 $4,835 - $5,337
51 Added 10.78%
524 $51,000
Q3 2021

Nov 05, 2021

BUY
$87.64 - $105.45 $21,559 - $25,940
246 Added 108.37%
473 $46,000
Q2 2021

Aug 02, 2021

BUY
$77.29 - $93.96 $2,550 - $3,100
33 Added 17.01%
227 $21,000
Q4 2020

Feb 03, 2021

BUY
$47.26 - $68.53 $2,079 - $3,015
44 Added 29.33%
194 $13,000
Q3 2018

Nov 06, 2018

SELL
$46.57 - $51.05 $16,765 - $18,378
-360 Reduced 70.59%
150 $7,000
Q2 2018

Aug 21, 2018

BUY
$47.19 - $55.22 $566 - $662
12 Added 2.41%
510 $24,000
Q1 2018

May 14, 2018

SELL
$51.79 - $58.91 $2,796 - $3,181
-54 Reduced 9.78%
498 $26,000
Q4 2017

Feb 15, 2018

BUY
$48.1 - $53.85 $7,696 - $8,616
160 Added 40.82%
552 $28,000
Q3 2017

Nov 15, 2017

BUY
$44.01 - $48.31 $17,251 - $18,937
392
392 $18,000

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 $177B
  • 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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