A detailed history of Trifecta Capital Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 51,695 shares of MS stock, worth $6.93 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
51,695
Previous 52,749 2.0%
Holding current value
$6.93 Million
Previous $5.13 Billion 5.11%
% of portfolio
1.13%
Previous 1.13%

Shares

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

Oct 16, 2024

SELL
$92.07 - $106.96 $97,041 - $112,735
-1,054 Reduced 2.0%
51,695 $5.39 Billion
Q2 2024

Aug 07, 2024

SELL
$86.19 - $101.53 $30,597 - $36,043
-355 Reduced 0.67%
52,749 $5.13 Billion
Q1 2024

Apr 16, 2024

BUY
$83.9 - $94.16 $136,924 - $153,669
1,632 Added 3.17%
53,104 $5 Billion
Q4 2023

Jan 25, 2024

BUY
$70.4 - $93.66 $60,192 - $80,079
855 Added 1.69%
51,472 $4.8 Billion
Q3 2023

Nov 01, 2023

SELL
$81.65 - $94.67 $17,309 - $20,070
-212 Reduced 0.42%
50,617 $4.13 Billion
Q2 2023

Aug 14, 2023

BUY
$81.22 - $91.12 $47,513 - $53,305
585 Added 1.16%
50,829 $4.34 Billion
Q1 2023

May 09, 2023

BUY
$83.95 - $100.83 $70,014 - $84,092
834 Added 1.69%
50,244 $4.41 Billion
Q4 2022

Jan 17, 2023

BUY
$75.3 - $93.04 $3.72 Million - $4.6 Million
49,410 New
49,410 $4.2 Billion

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 $227B
  • 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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