A detailed history of Surevest, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Surevest, LLC holds 411 shares of MS stock, worth $55,357. This represents 0.01% of its overall portfolio holdings.

Number of Shares
411
Previous 300 37.0%
Holding current value
$55,357
Previous $23,000 43.48%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $2,424 - $10,006
111 Added 37.0%
411 $33,000
Q4 2021

Feb 11, 2022

BUY
$94.82 - $104.66 $28,445 - $31,398
300 New
300 $29,000

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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