A detailed history of Westover Capital Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 7,633 shares of MS stock, worth $1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,633
Previous 5,803 31.54%
Holding current value
$1 Million
Previous $563,000 41.21%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Nov 08, 2024

BUY
$92.07 - $106.96 $168,488 - $195,736
1,830 Added 31.54%
7,633 $795,000
Q4 2023

Feb 06, 2024

BUY
$70.4 - $93.66 $7,251 - $9,646
103 Added 1.81%
5,803 $541,000
Q1 2023

May 22, 2023

BUY
$83.95 - $100.83 $142,715 - $171,411
1,700 Added 42.5%
5,700 $500,000
Q4 2020

Feb 16, 2021

BUY
$47.26 - $68.53 $189,040 - $274,120
4,000 New
4,000 $274,000
Q2 2020

Aug 14, 2020

SELL
$31.62 - $50.4 $252,960 - $403,200
-8,000 Closed
0 $0
Q1 2020

May 18, 2020

SELL
$27.81 - $57.51 $2,781 - $5,751
-100 Reduced 1.23%
8,000 $272,000
Q4 2019

Feb 11, 2020

BUY
$39.82 - $51.12 $3,982 - $5,112
100 Added 1.25%
8,100 $414,000
Q1 2019

May 15, 2019

SELL
$39.68 - $44.49 $278,752 - $312,542
-7,025 Reduced 46.76%
8,000 $338,000
Q4 2018

Feb 14, 2019

SELL
$37.01 - $47.27 $1.83 Million - $2.34 Million
-49,523 Reduced 76.72%
15,025 $596,000
Q3 2018

Nov 14, 2018

BUY
$46.57 - $51.05 $37,675 - $41,299
809 Added 1.27%
64,548 $3.01 Million
Q2 2018

Aug 13, 2018

SELL
$47.19 - $55.22 $24,680 - $28,880
-523 Reduced 0.81%
63,739 $3.02 Million
Q1 2018

May 11, 2018

BUY
$51.79 - $58.91 $117,977 - $134,196
2,278 Added 3.68%
64,262 $3.47 Million
Q4 2017

Feb 15, 2018

BUY
$48.1 - $53.85 $187,012 - $209,368
3,888 Added 6.69%
61,984 $3.25 Million
Q3 2017

Nov 14, 2017

BUY
$44.01 - $48.31 $2.56 Million - $2.81 Million
58,096
58,096 $2.8 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 $223B
  • 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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