A detailed history of Triangle Securities Wealth Management transactions in Morgan Stanley stock. As of the latest transaction made, Triangle Securities Wealth Management holds 10,168 shares of MS stock, worth $1.19 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
10,168
Previous 10,212 0.43%
Holding current value
$1.19 Million
Previous $961,000 2.81%
% of portfolio
0.28%
Previous 0.28%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

SELL
$86.19 - $101.53 $3,792 - $4,467
-44 Reduced 0.43%
10,168 $988,000
Q1 2024

Apr 10, 2024

SELL
$83.9 - $94.16 $18,961 - $21,280
-226 Reduced 2.17%
10,212 $961,000
Q4 2023

Jan 10, 2024

SELL
$70.4 - $93.66 $3,379 - $4,495
-48 Reduced 0.46%
10,438 $973,000
Q3 2023

Oct 10, 2023

SELL
$81.65 - $94.67 $17,718 - $20,543
-217 Reduced 2.03%
10,486 $856,000
Q2 2023

Jul 13, 2023

SELL
$81.22 - $91.12 $23,310 - $26,151
-287 Reduced 2.61%
10,703 $914,000
Q1 2023

Apr 20, 2023

SELL
$83.95 - $100.83 $43,654 - $52,431
-520 Reduced 4.52%
10,990 $964,000
Q4 2022

Jan 11, 2023

SELL
$75.3 - $93.04 $40,662 - $50,241
-540 Reduced 4.48%
11,510 $0
Q3 2022

Oct 19, 2022

SELL
$21.84 - $90.15 $2,730 - $11,268
-125 Reduced 1.03%
12,050 $952,000
Q2 2022

Jul 11, 2022

BUY
$72.9 - $90.61 $18,225 - $22,652
250 Added 2.1%
12,175 $926,000
Q1 2022

Apr 13, 2022

SELL
$83.31 - $108.73 $86,642 - $113,079
-1,040 Reduced 8.02%
11,925 $1.04 Million
Q4 2021

Jan 14, 2022

SELL
$94.82 - $104.66 $35,083 - $38,724
-370 Reduced 2.77%
12,965 $1.27 Million
Q3 2021

Oct 14, 2021

SELL
$87.64 - $105.45 $29,797 - $35,853
-340 Reduced 2.49%
13,335 $1.3 Million
Q2 2021

Jul 12, 2021

SELL
$77.29 - $93.96 $108,669 - $132,107
-1,406 Reduced 9.32%
13,675 $1.25 Million
Q1 2021

Apr 12, 2021

SELL
$67.05 - $84.34 $6,973 - $8,771
-104 Reduced 0.68%
15,081 $1.17 Million
Q4 2020

Jan 11, 2021

BUY
$47.26 - $68.53 $31,995 - $46,394
677 Added 4.67%
15,185 $1.04 Million
Q3 2020

Oct 09, 2020

SELL
$46.42 - $53.25 $32,122 - $36,849
-692 Reduced 4.55%
14,508 $701,000
Q2 2020

Jul 08, 2020

BUY
$31.62 - $50.4 $13,533 - $21,571
428 Added 2.9%
15,200 $734,000
Q1 2020

Apr 06, 2020

BUY
$27.81 - $57.51 $63,823 - $131,985
2,295 Added 18.39%
14,772 $502,000
Q4 2019

Jan 09, 2020

BUY
$39.82 - $51.12 $7,167 - $9,201
180 Added 1.46%
12,477 $638,000
Q3 2019

Oct 15, 2019

BUY
$39.1 - $45.74 $24,437 - $28,587
625 Added 5.35%
12,297 $525,000
Q2 2019

Jul 10, 2019

BUY
$40.69 - $48.46 $12,003 - $14,295
295 Added 2.59%
11,672 $508,000
Q1 2019

Apr 08, 2019

BUY
$39.68 - $44.49 $9,721 - $10,900
245 Added 2.2%
11,377 $480,000
Q4 2018

Jan 17, 2019

BUY
$37.01 - $47.27 $79,201 - $101,157
2,140 Added 23.8%
11,132 $441,000
Q3 2018

Oct 04, 2018

SELL
$46.57 - $51.05 $20,490 - $22,462
-440 Reduced 4.66%
8,992 $419,000
Q2 2018

Jul 12, 2018

SELL
$47.19 - $55.22 $15,808 - $18,498
-335 Reduced 3.43%
9,432 $447,000
Q1 2018

Apr 11, 2018

SELL
$51.79 - $58.91 $22,528 - $25,625
-435 Reduced 4.26%
9,767 $527,000
Q4 2017

Jan 10, 2018

SELL
$48.1 - $53.85 $4,810 - $5,385
-100 Reduced 0.97%
10,202 $535,000
Q3 2017

Oct 11, 2017

BUY
$44.01 - $48.31 $453,391 - $497,689
10,302
10,302 $496,000

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 $198B
  • 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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