A detailed history of Winthrop Advisory Group LLC transactions in Morgan Stanley stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 2,574 shares of MS stock, worth $411,891. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,574
Previous 2,789 7.71%
Holding current value
$411,891
Previous $325,000 11.38%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

SELL
$99.83 - $140.86 $21,463 - $30,284
-215 Reduced 7.71%
2,574 $362,000
Q1 2025

Apr 08, 2025

BUY
$111.68 - $141.08 $311,475 - $393,472
2,789 New
2,789 $325,000
Q4 2023

Jan 10, 2024

BUY
$70.4 - $93.66 $157,203 - $209,142
2,233 New
2,233 $208,000
Q2 2023

Aug 02, 2023

BUY
$81.22 - $91.12 $15,675 - $17,586
193 Added 8.28%
2,523 $215,000
Q1 2023

Apr 17, 2023

BUY
$83.95 - $100.83 $195,603 - $234,933
2,330 New
2,330 $204,000

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 $271B
  • 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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