A detailed history of Allworth Financial LP transactions in Morgan Stanley stock. As of the latest transaction made, Allworth Financial LP holds 17,523 shares of MS stock, worth $2.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,523
Previous 16,586 5.65%
Holding current value
$2.16 Million
Previous $1.61 Million 13.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

BUY
$92.07 - $106.96 $86,269 - $100,221
937 Added 5.65%
17,523 $1.83 Million
Q2 2024

Jul 23, 2024

BUY
$86.19 - $101.53 $251,157 - $295,858
2,914 Added 21.31%
16,586 $1.61 Million
Q1 2024

Apr 25, 2024

BUY
$83.9 - $94.16 $50,675 - $56,872
604 Added 4.62%
13,672 $1.29 Million
Q4 2023

Jan 24, 2024

SELL
$70.4 - $93.66 $19,219 - $25,569
-273 Reduced 2.05%
13,068 $1.22 Million
Q3 2023

Oct 31, 2023

SELL
$81.65 - $94.67 $16,983 - $19,691
-208 Reduced 1.54%
13,341 $1.09 Million
Q2 2023

Jul 18, 2023

BUY
$81.22 - $91.12 $182,338 - $204,564
2,245 Added 19.86%
13,549 $1.16 Million
Q1 2023

Apr 18, 2023

BUY
$83.95 - $100.83 $15,111 - $18,149
180 Added 1.62%
11,304 $992,000
Q4 2022

Jan 13, 2023

SELL
$75.3 - $93.04 $28,162 - $34,796
-374 Reduced 3.25%
11,124 $0
Q3 2022

Oct 18, 2022

BUY
$21.84 - $90.15 $30,270 - $124,947
1,386 Added 13.71%
11,498 $908,000
Q2 2022

Jul 13, 2022

SELL
$72.9 - $90.61 $5,540 - $6,886
-76 Reduced 0.75%
10,112 $769,000
Q1 2022

Apr 22, 2022

BUY
$83.31 - $108.73 $450,040 - $587,359
5,402 Added 112.87%
10,188 $890,000
Q4 2021

Jan 21, 2022

BUY
$94.82 - $104.66 $75,950 - $83,832
801 Added 20.1%
4,786 $470,000
Q3 2021

Nov 02, 2021

BUY
$87.64 - $105.45 $118,927 - $143,095
1,357 Added 51.64%
3,985 $388,000
Q2 2021

Aug 02, 2021

BUY
$77.29 - $93.96 $309 - $375
4 Added 0.15%
2,628 $241,000
Q1 2021

Apr 29, 2021

BUY
$67.05 - $84.34 $201 - $253
3 Added 0.11%
2,624 $204,000
Q4 2020

Jan 26, 2021

BUY
$47.26 - $68.53 $5,151 - $7,469
109 Added 4.34%
2,621 $180,000
Q3 2020

Nov 03, 2020

SELL
$46.42 - $53.25 $13,740 - $15,762
-296 Reduced 10.54%
2,512 $121,000
Q2 2020

Jul 24, 2020

SELL
$31.62 - $50.4 $2,782 - $4,435
-88 Reduced 3.04%
2,808 $136,000
Q1 2020

Apr 17, 2020

SELL
$27.81 - $57.51 $1,501 - $3,105
-54 Reduced 1.83%
2,896 $98,000
Q4 2019

Jan 16, 2020

BUY
$39.82 - $51.12 $70,401 - $90,380
1,768 Added 149.58%
2,950 $151,000
Q3 2019

Oct 09, 2019

BUY
$39.1 - $45.74 $11,925 - $13,950
305 Added 34.78%
1,182 $50,000
Q2 2019

Jul 25, 2019

SELL
$40.69 - $48.46 $14,078 - $16,767
-346 Reduced 28.29%
877 $38,000
Q1 2019

May 07, 2019

BUY
$39.68 - $44.49 $2,618 - $2,936
66 Added 5.7%
1,223 $52,000
Q3 2018

Oct 30, 2018

SELL
$46.57 - $51.05 $8,755 - $9,597
-188 Reduced 13.98%
1,157 $54,000
Q2 2018

Aug 08, 2018

SELL
$47.19 - $55.22 $188 - $220
-4 Reduced 0.3%
1,345 $64,000
Q1 2018

May 02, 2018

BUY
$51.79 - $58.91 $2,278 - $2,592
44 Added 3.37%
1,349 $73,000
Q4 2017

Feb 22, 2018

BUY
$48.1 - $53.85 $7,840 - $8,777
163 Added 14.27%
1,305 $68,000
Q3 2017

Oct 12, 2017

BUY
$44.01 - $48.31 $8,802 - $9,662
200 Added 21.23%
1,142 $55,000
Q2 2017

Aug 07, 2017

BUY
N/A
942
942 $42,000

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 $209B
  • 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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