A detailed history of Wellington Shields Capital Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Wellington Shields Capital Management, LLC holds 3,607 shares of MS stock, worth $473,274. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,607
Previous 3,607 -0.0%
Holding current value
$473,274
Previous $350,000 7.14%
% of portfolio
0.07%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

BUY
$70.4 - $93.66 $68,288 - $90,850
970 Added 36.78%
3,607 $336,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $2,259 - $2,791
30 Added 1.15%
2,637 $224,000
Q3 2022

Nov 14, 2022

SELL
$21.84 - $90.15 $16,380 - $67,612
-750 Reduced 22.34%
2,607 $206,000
Q2 2022

Aug 12, 2022

SELL
$72.9 - $90.61 $21,870 - $27,183
-300 Reduced 8.2%
3,357 $255,000
Q1 2022

May 12, 2022

SELL
$83.31 - $108.73 $122,882 - $160,376
-1,475 Reduced 28.74%
3,657 $320,000
Q4 2021

Feb 15, 2022

BUY
$94.82 - $104.66 $28,445 - $31,398
300 Added 6.21%
5,132 $504,000
Q3 2021

Nov 10, 2021

BUY
$87.64 - $105.45 $151,179 - $181,901
1,725 Added 55.52%
4,832 $470,000
Q2 2021

Aug 13, 2021

BUY
$77.29 - $93.96 $15,458 - $18,792
200 Added 6.88%
3,107 $285,000
Q1 2021

May 12, 2021

BUY
$67.05 - $84.34 $194,914 - $245,176
2,907 New
2,907 $226,000

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 $222B
  • 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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