A detailed history of Summit Financial, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Summit Financial, LLC holds 49,418 shares of MS stock, worth $5.95 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
49,418
Previous 46,468 6.35%
Holding current value
$5.95 Million
Previous $4.52 Million 14.06%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Nov 12, 2024

BUY
$92.07 - $106.96 $271,606 - $315,532
2,950 Added 6.35%
49,418 $5.15 Million
Q2 2024

Jul 31, 2024

BUY
$86.19 - $101.53 $1.62 Million - $1.91 Million
18,829 Added 68.12%
46,468 $4.52 Million
Q1 2024

Apr 24, 2024

SELL
$83.9 - $94.16 $22,569 - $25,329
-269 Reduced 0.96%
27,639 $2.6 Million
Q4 2023

Feb 05, 2024

SELL
$70.4 - $93.66 $1.59 Million - $2.11 Million
-22,527 Reduced 44.67%
27,908 $2.6 Million
Q3 2023

Nov 07, 2023

BUY
$81.65 - $94.67 $749,057 - $868,502
9,174 Added 22.23%
50,435 $4.12 Million
Q2 2023

Aug 11, 2023

BUY
$81.22 - $91.12 $2.24 Million - $2.52 Million
27,634 Added 202.79%
41,261 $3.52 Million
Q1 2023

May 03, 2023

BUY
$83.95 - $100.83 $37,945 - $45,575
452 Added 3.43%
13,627 $1.2 Million
Q4 2022

Feb 07, 2023

BUY
$75.3 - $93.04 $333,202 - $411,702
4,425 Added 50.57%
13,175 $1.12 Million
Q3 2022

Nov 15, 2022

BUY
$21.84 - $90.15 $94,043 - $388,185
4,306 Added 96.89%
8,750 $691 Million
Q2 2022

Aug 12, 2022

SELL
$72.9 - $90.61 $66,484 - $82,636
-912 Reduced 17.03%
4,444 $338,000
Q1 2022

May 10, 2022

BUY
$83.31 - $108.73 $7,581 - $9,894
91 Added 1.73%
5,356 $468,000
Q4 2021

Feb 07, 2022

BUY
$94.82 - $104.66 $173,520 - $191,527
1,830 Added 53.28%
5,265 $516,000
Q3 2021

Nov 08, 2021

BUY
$87.64 - $105.45 $301,043 - $362,220
3,435 New
3,435 $334,000

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 $204B
  • 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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