A detailed history of West Family Investments, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, West Family Investments, Inc. holds 3,017 shares of MS stock, worth $406,359. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,017
Previous 2,593 16.35%
Holding current value
$406,359
Previous $252,000 24.6%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Nov 08, 2024

BUY
$92.07 - $106.96 $39,037 - $45,351
424 Added 16.35%
3,017 $314,000
Q2 2024

Aug 05, 2024

BUY
$86.19 - $101.53 $2,327 - $2,741
27 Added 1.05%
2,593 $252,000
Q1 2024

May 13, 2024

BUY
$83.9 - $94.16 $215,287 - $241,614
2,566 New
2,566 $241,000
Q3 2023

Nov 02, 2023

SELL
$81.65 - $94.67 $81,650 - $94,670
-1,000 Reduced 21.38%
3,677 $300,000
Q4 2022

Feb 08, 2023

SELL
$75.3 - $93.04 $5,798 - $7,164
-77 Reduced 1.62%
4,677 $397,000
Q3 2022

Nov 04, 2022

BUY
$21.84 - $90.15 $15,746 - $64,998
721 Added 17.88%
4,754 $376,000
Q2 2022

Aug 12, 2022

SELL
$72.9 - $90.61 $18,662 - $23,196
-256 Reduced 5.97%
4,033 $307,000
Q1 2022

May 13, 2022

SELL
$83.31 - $108.73 $12,496 - $16,309
-150 Reduced 3.38%
4,289 $374,000
Q4 2021

Feb 07, 2022

SELL
$94.82 - $104.66 $44,660 - $49,294
-471 Reduced 9.59%
4,439 $436,000
Q3 2021

Oct 25, 2021

BUY
$87.64 - $105.45 $15,249 - $18,348
174 Added 3.67%
4,910 $478,000
Q2 2021

Aug 12, 2021

BUY
$77.29 - $93.96 $366,045 - $444,994
4,736 New
4,736 $434,000

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 $228B
  • 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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