A detailed history of Arkadios Wealth Advisors transactions in Morgan Stanley stock. As of the latest transaction made, Arkadios Wealth Advisors holds 7,041 shares of MS stock, worth $905,754. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,041
Previous 7,157 1.62%
Holding current value
$905,754
Previous $695,000 5.47%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 24, 2024

SELL
$92.07 - $106.96 $10,680 - $12,407
-116 Reduced 1.62%
7,041 $733,000
Q2 2024

Jul 29, 2024

BUY
$86.19 - $101.53 $193,496 - $227,934
2,245 Added 45.7%
7,157 $695,000
Q1 2024

Apr 30, 2024

SELL
$83.9 - $94.16 $28,274 - $31,731
-337 Reduced 6.42%
4,912 $462,000
Q4 2023

Jan 24, 2024

SELL
$70.4 - $93.66 $23,020 - $30,626
-327 Reduced 5.86%
5,249 $489,000
Q3 2023

Oct 13, 2023

BUY
$81.65 - $94.67 $175,710 - $203,729
2,152 Added 62.85%
5,576 $455,000
Q2 2023

Jul 26, 2023

BUY
$81.22 - $91.12 $5,604 - $6,287
69 Added 2.06%
3,424 $292,000
Q1 2023

May 02, 2023

BUY
$83.95 - $100.83 $46,760 - $56,162
557 Added 19.91%
3,355 $294,000
Q4 2022

Jan 11, 2023

BUY
$75.3 - $93.04 $210,689 - $260,325
2,798 New
2,798 $0
Q4 2021

Feb 03, 2022

SELL
$94.82 - $104.66 $111,223 - $122,766
-1,173 Closed
0 $0
Q3 2021

Oct 19, 2021

SELL
$87.64 - $105.45 $18,579 - $22,355
-212 Reduced 15.31%
1,173 $114,000
Q2 2021

Jul 28, 2021

BUY
$77.29 - $93.96 $4,637 - $5,637
60 Added 4.53%
1,385 $127,000
Q1 2021

Apr 26, 2021

BUY
$67.05 - $84.34 $52,500 - $66,038
783 Added 144.46%
1,325 $102,000
Q4 2020

Feb 09, 2021

SELL
$47.26 - $68.53 $12,807 - $18,571
-271 Reduced 33.33%
542 $37,000
Q3 2020

Nov 10, 2020

SELL
$46.42 - $53.25 $18,614 - $21,353
-401 Reduced 33.03%
813 $42.2 Million
Q2 2020

Aug 10, 2020

SELL
$31.62 - $50.4 $3,478 - $5,544
-110 Reduced 8.31%
1,214 $61.3 Million
Q1 2020

May 14, 2020

SELL
$27.81 - $57.51 $2,781 - $5,751
-100 Reduced 7.02%
1,324 $45 Million
Q4 2019

Feb 14, 2020

BUY
$39.82 - $51.12 $56,703 - $72,794
1,424 New
1,424 $72,000

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 $218B
  • 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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