A detailed history of Valmark Advisers, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,756 shares of MS stock, worth $342,984. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,756
Previous 2,824 2.41%
Holding current value
$342,984
Previous $274,000 4.74%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

SELL
$92.07 - $106.96 $6,260 - $7,273
-68 Reduced 2.41%
2,756 $287,000
Q2 2024

Jul 31, 2024

SELL
$86.19 - $101.53 $4,912 - $5,787
-57 Reduced 1.98%
2,824 $274,000
Q4 2023

Feb 02, 2024

SELL
$70.4 - $93.66 $1,760 - $2,341
-25 Reduced 0.86%
2,881 $268,000
Q3 2023

Nov 07, 2023

SELL
$81.65 - $94.67 $3,510 - $4,070
-43 Reduced 1.46%
2,906 $237,000
Q2 2023

Aug 02, 2023

BUY
$81.22 - $91.12 $5,035 - $5,649
62 Added 2.15%
2,949 $251,000
Q1 2023

May 01, 2023

SELL
$83.95 - $100.83 $5,540 - $6,654
-66 Reduced 2.24%
2,887 $253,000
Q4 2022

Feb 06, 2023

BUY
$75.3 - $93.04 $3,388 - $4,186
45 Added 1.55%
2,953 $251,000
Q3 2022

Nov 02, 2022

SELL
$21.84 - $90.15 $131 - $540
-6 Reduced 0.21%
2,908 $230,000
Q2 2022

Aug 01, 2022

SELL
$72.9 - $90.61 $117,369 - $145,882
-1,610 Reduced 35.59%
2,914 $222,000
Q1 2022

May 10, 2022

BUY
$83.31 - $108.73 $376,894 - $491,894
4,524 New
4,524 $395,000
Q4 2021

Feb 02, 2022

SELL
$94.82 - $104.66 $286,735 - $316,491
-3,024 Closed
0 $0
Q3 2021

Nov 09, 2021

BUY
$87.64 - $105.45 $5,871 - $7,065
67 Added 2.27%
3,024 $294,000
Q2 2021

Aug 06, 2021

BUY
$77.29 - $93.96 $228,546 - $277,839
2,957 New
2,957 $271,000

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 $211B
  • 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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