A detailed history of Westside Investment Management, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Westside Investment Management, Inc. holds 56 shares of MS stock, worth $7,507. This represents 0.0% of its overall portfolio holdings.

Number of Shares
56
Holding current value
$7,507
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$86.19 - $101.53 $4,826 - $5,685
56 New
56 $5.44 Million
Q2 2022

Jul 15, 2022

BUY
$72.9 - $90.61 $5,103 - $6,342
70 New
70 $5,000
Q3 2021

Oct 27, 2021

SELL
$87.64 - $105.45 $43,820 - $52,725
-500 Closed
0 $0
Q2 2021

Jul 28, 2021

SELL
$77.29 - $93.96 $30,916 - $37,584
-400 Reduced 44.44%
500 $45,000
Q1 2021

Apr 14, 2021

SELL
$67.05 - $84.34 $6,705 - $8,434
-100 Reduced 10.0%
900 $69,000
Q4 2020

Jan 15, 2021

BUY
$47.26 - $68.53 $23,630 - $34,265
500 Added 100.0%
1,000 $68,000
Q3 2020

Oct 14, 2020

BUY
$46.42 - $53.25 $23,210 - $26,625
500 New
500 $24,000
Q2 2020

Jul 21, 2020

SELL
$31.62 - $50.4 $63,240 - $100,800
-2,000 Closed
0 $0
Q1 2020

Apr 16, 2020

BUY
$27.81 - $57.51 $55,620 - $115,020
2,000 New
2,000 $68,000

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 $227B
  • 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 Westside Investment Management, Inc. Portfolio

Follow Westside Investment 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 Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.