A detailed history of Summit Global Investments transactions in Morgan Stanley stock. As of the latest transaction made, Summit Global Investments holds 2,644 shares of MS stock, worth $256,970. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,644
Previous 2,717 2.69%
Holding current value
$256,970
Previous $253,000 1.58%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$83.9 - $94.16 $6,124 - $6,873
-73 Reduced 2.69%
2,644 $249,000
Q4 2023

Feb 06, 2024

BUY
$70.4 - $93.66 $1,760 - $2,341
25 Added 0.93%
2,717 $253,000
Q3 2023

Oct 13, 2023

BUY
$81.65 - $94.67 $10,532 - $12,212
129 Added 5.03%
2,692 $220,000
Q1 2023

May 04, 2023

SELL
$83.95 - $100.83 $419 - $504
-5 Reduced 0.19%
2,563 $225,000
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $56,085 - $231,505
2,568 New
2,568 $203,000
Q2 2022

Aug 23, 2022

SELL
$72.9 - $90.61 $186,842 - $232,233
-2,563 Closed
0 $0
Q3 2021

Nov 08, 2021

BUY
$87.64 - $105.45 $4,382 - $5,272
50 Added 1.99%
2,563 $249,000
Q2 2021

Jan 28, 2022

BUY
$77.29 - $93.96 $194,229 - $236,121
2,513 New
2,513 $230,000

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 $165B
  • 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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