A detailed history of Catherine Avery Investment Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Catherine Avery Investment Management LLC holds 4,189 shares of MS stock, worth $667,936. This represents 0.45% of its overall portfolio holdings.

Number of Shares
4,189
Previous 4,232 1.02%
Holding current value
$667,936
Previous $673 Million 10.55%
% of portfolio
0.45%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026

SELL
$151.86 - $169.92 $6,529 - $7,306
-43 Reduced 1.02%
4,189 $744 Million
Q2 2025

Jan 05, 2026

SELL
$99.83 - $140.86 $20,465 - $28,876
-205 Reduced 4.62%
4,232 $596 Million
Q1 2025

Jan 05, 2026

SELL
$111.68 - $141.08 $2.49 Million - $3.14 Million
-22,288 Reduced 83.4%
4,437 $518 Million
Q4 2024

Jan 05, 2026

BUY
$104.42 - $134.99 $2.35 Million - $3.04 Million
22,536 Added 537.98%
26,725 $3.36 Billion
Q4 2024

Jan 05, 2026

BUY
$104.42 - $134.99 $2.79 Million - $3.61 Million
26,725 New
26,725 $3.36 Billion

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 $270B
  • 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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