A detailed history of Wallace Advisory Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 2,841 shares of MS stock, worth $360,977. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,841
Previous 2,929 3.0%
Holding current value
$360,977
Previous $285 Million 3.0%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Oct 04, 2024

SELL
$92.07 - $106.96 $8,102 - $9,412
-88 Reduced 3.0%
2,841 $276 Million
Q2 2024

Aug 14, 2024

SELL
$86.19 - $101.53 $16,289 - $19,189
-189 Reduced 6.06%
2,929 $285 Million
Q1 2024

Apr 12, 2024

BUY
$83.9 - $94.16 $15,018 - $16,854
179 Added 6.09%
3,118 $291 Million
Q4 2023

Jan 08, 2024

SELL
$70.4 - $93.66 $26,963 - $35,871
-383 Reduced 11.53%
2,939 $240 Million
Q3 2023

Oct 05, 2023

BUY
$81.65 - $94.67 $3,755 - $4,354
46 Added 1.4%
3,322 $284 Million
Q1 2023

May 10, 2023

SELL
$83.95 - $100.83 $6,967 - $8,368
-83 Reduced 2.47%
3,276 $288 Million
Q4 2022

Feb 21, 2023

BUY
$75.3 - $93.04 $252,932 - $312,521
3,359 New
3,359 $286 Million

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 $215B
  • 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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