A detailed history of Stonegate Investment Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Stonegate Investment Group, LLC holds 98,887 shares of MS stock, worth $13.1 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
98,887
Previous 34,625 185.59%
Holding current value
$13.1 Million
Previous $3.37 Million 206.3%
% of portfolio
0.28%
Previous 0.1%

Shares

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

Oct 17, 2024

BUY
$92.07 - $106.96 $5.92 Million - $6.87 Million
64,262 Added 185.59%
98,887 $10.3 Million
Q2 2024

Aug 02, 2024

SELL
$86.19 - $101.53 $119,890 - $141,228
-1,391 Reduced 3.86%
34,625 $3.37 Million
Q1 2024

Apr 22, 2024

SELL
$83.9 - $94.16 $112,006 - $125,703
-1,335 Reduced 3.57%
36,016 $3.39 Million
Q4 2023

Jan 23, 2024

SELL
$70.4 - $93.66 $2.23 Million - $2.96 Million
-31,643 Reduced 45.86%
37,351 $3.48 Million
Q3 2023

Oct 24, 2023

SELL
$81.65 - $94.67 $172,281 - $199,753
-2,110 Reduced 2.97%
68,994 $5.63 Million
Q2 2023

Jul 26, 2023

SELL
$81.22 - $91.12 $54,579 - $61,232
-672 Reduced 0.94%
71,104 $6.07 Million
Q1 2023

Apr 20, 2023

SELL
$83.95 - $100.83 $49,614 - $59,590
-591 Reduced 0.82%
71,776 $6.3 Million
Q4 2022

Jan 24, 2023

BUY
$75.3 - $93.04 $4.95 Million - $6.11 Million
65,681 Added 982.37%
72,367 $0
Q3 2022

Oct 28, 2022

BUY
$21.84 - $90.15 $349 - $1,442
16 Added 0.24%
6,686 $528,000
Q2 2022

Aug 09, 2022

BUY
$72.9 - $90.61 $50,301 - $62,520
690 Added 11.54%
6,670 $507,000
Q1 2022

May 16, 2022

SELL
$83.31 - $108.73 $22,743 - $29,683
-273 Reduced 4.37%
5,980 $523,000
Q4 2021

Feb 11, 2022

BUY
$94.82 - $104.66 $592,909 - $654,438
6,253 New
6,253 $614,000

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 $224B
  • 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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