A detailed history of Toroso Investments, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Toroso Investments, LLC holds 60,228 shares of MS stock, worth $5.85 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
60,228
Previous 58,704 2.6%
Holding current value
$5.85 Million
Previous $5.47 Million 3.6%
% of portfolio
0.1%
Previous 0.13%

Shares

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

May 15, 2024

BUY
$83.9 - $94.16 $127,863 - $143,499
1,524 Added 2.6%
60,228 $5.67 Million
Q4 2023

Feb 14, 2024

BUY
$70.4 - $93.66 $2.11 Million - $2.81 Million
30,005 Added 104.55%
58,704 $5.47 Million
Q3 2023

Nov 15, 2023

BUY
$81.65 - $94.67 $479,122 - $555,523
5,868 Added 25.7%
28,699 $2.34 Million
Q2 2023

Aug 14, 2023

BUY
$81.22 - $91.12 $7,959 - $8,929
98 Added 0.43%
22,831 $1.95 Million
Q1 2023

May 15, 2023

BUY
$83.95 - $100.83 $124,917 - $150,035
1,488 Added 7.0%
22,733 $2 Million
Q4 2022

Feb 15, 2023

BUY
$75.3 - $93.04 $60,164 - $74,338
799 Added 3.91%
21,245 $1.81 Million
Q3 2022

Nov 23, 2022

BUY
$21.84 - $90.15 $15,593 - $64,367
714 Added 3.62%
20,446 $1.62 Million
Q2 2022

Aug 15, 2022

SELL
$72.9 - $90.61 $102,278 - $127,125
-1,403 Reduced 6.64%
19,732 $1.5 Million
Q1 2022

May 20, 2022

BUY
$83.31 - $108.73 $74,479 - $97,204
894 Added 4.42%
21,135 $1.85 Million
Q4 2021

Feb 16, 2022

BUY
$94.82 - $104.66 $71,778 - $79,227
757 Added 3.89%
20,241 $1.99 Million
Q3 2021

Nov 15, 2021

BUY
$87.64 - $105.45 $513,044 - $617,304
5,854 Added 42.95%
19,484 $1.9 Million
Q2 2021

Aug 13, 2021

BUY
$77.29 - $93.96 $447,586 - $544,122
5,791 Added 73.87%
13,630 $1.25 Million
Q1 2021

May 17, 2021

BUY
$67.05 - $84.34 $128,534 - $161,679
1,917 Added 32.37%
7,839 $609,000
Q4 2020

Feb 16, 2021

BUY
$47.26 - $68.53 $279,873 - $405,834
5,922 New
5,922 $406,000
Q1 2020

May 08, 2020

SELL
$27.81 - $57.51 $119,638 - $247,408
-4,302 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$39.82 - $51.12 $171,305 - $219,918
4,302 New
4,302 $220,000

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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