A detailed history of Washburn Capital Management, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Washburn Capital Management, Inc. holds 5,680 shares of MS stock, worth $701,139. This represents 0.42% of its overall portfolio holdings.

Number of Shares
5,680
Previous 6,576 13.63%
Holding current value
$701,139
Previous $639,000 7.36%
% of portfolio
0.42%
Previous 0.46%

Shares

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

Oct 24, 2024

SELL
$92.07 - $106.96 $82,494 - $95,836
-896 Reduced 13.63%
5,680 $592,000
Q2 2024

Jul 25, 2024

SELL
$86.19 - $101.53 $74,554 - $87,823
-865 Reduced 11.62%
6,576 $639,000
Q1 2024

Apr 30, 2024

SELL
$83.9 - $94.16 $276,031 - $309,786
-3,290 Reduced 30.66%
7,441 $700,000
Q4 2023

Jan 23, 2024

SELL
$70.4 - $93.66 $13,728 - $18,263
-195 Reduced 1.78%
10,731 $1 Million
Q3 2023

Nov 08, 2023

SELL
$81.65 - $94.67 $15,513 - $17,987
-190 Reduced 1.71%
10,926 $892,000
Q2 2023

Aug 03, 2023

SELL
$81.22 - $91.12 $176,653 - $198,186
-2,175 Reduced 16.36%
11,116 $949,000
Q1 2023

Apr 14, 2023

SELL
$83.95 - $100.83 $151,949 - $182,502
-1,810 Reduced 11.99%
13,291 $1.17 Million
Q4 2022

Feb 07, 2023

BUY
$75.3 - $93.04 $37,348 - $46,147
496 Added 3.4%
15,101 $1.28 Million
Q3 2022

Oct 28, 2022

BUY
$21.84 - $90.15 $14,851 - $61,302
680 Added 4.88%
14,605 $1.15 Million
Q2 2022

Jul 15, 2022

BUY
$72.9 - $90.61 $80,919 - $100,577
1,110 Added 8.66%
13,925 $1.06 Million
Q1 2022

May 06, 2022

BUY
$83.31 - $108.73 $162,454 - $212,023
1,950 Added 17.95%
12,815 $1.12 Million
Q4 2021

Feb 01, 2022

BUY
$94.82 - $104.66 $130,377 - $143,907
1,375 Added 14.49%
10,865 $1.07 Million
Q3 2021

Nov 12, 2021

BUY
$87.64 - $105.45 $155,122 - $186,646
1,770 Added 22.93%
9,490 $923,000
Q2 2021

Aug 02, 2021

BUY
$77.29 - $93.96 $51,011 - $62,013
660 Added 9.35%
7,720 $708,000
Q1 2021

May 03, 2021

BUY
$67.05 - $84.34 $223,276 - $280,852
3,330 Added 89.28%
7,060 $548,000
Q4 2020

Jan 28, 2021

BUY
$47.26 - $68.53 $176,279 - $255,616
3,730 New
3,730 $256,000

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 $209B
  • 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
Track This Portfolio

Track Washburn Capital Management, Inc. Portfolio

Follow Washburn Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Washburn Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Washburn Capital Management, Inc. with notifications on news.