A detailed history of Beacon Investment Advisory Services, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 232,504 shares of MS stock, worth $27 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
232,504
Previous 229,645 1.24%
Holding current value
$27 Million
Previous $21.6 Million 4.5%
% of portfolio
0.98%
Previous 0.94%

Shares

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

Aug 14, 2024

BUY
$86.19 - $101.53 $246,417 - $290,274
2,859 Added 1.24%
232,504 $22.6 Million
Q1 2024

May 09, 2024

BUY
$83.9 - $94.16 $319,323 - $358,372
3,806 Added 1.69%
229,645 $21.6 Million
Q4 2023

Feb 12, 2024

SELL
$70.4 - $93.66 $582,982 - $775,598
-8,281 Reduced 3.54%
225,839 $21.1 Million
Q3 2023

Oct 31, 2023

SELL
$81.65 - $94.67 $109,084 - $126,479
-1,336 Reduced 0.57%
234,120 $19.1 Million
Q2 2023

Jul 21, 2023

BUY
$81.22 - $91.12 $186,562 - $209,302
2,297 Added 0.99%
235,456 $20.1 Million
Q1 2023

May 04, 2023

BUY
$83.95 - $100.83 $477,675 - $573,722
5,690 Added 2.5%
233,159 $20.5 Million
Q4 2022

Jan 13, 2023

SELL
$75.3 - $93.04 $12,048 - $14,886
-160 Reduced 0.07%
227,469 $0
Q3 2022

Oct 20, 2022

BUY
$21.84 - $90.15 $34,376 - $141,896
1,574 Added 0.7%
227,629 $18 Million
Q2 2022

Jul 21, 2022

BUY
$72.9 - $90.61 $43,667 - $54,275
599 Added 0.27%
226,055 $17.2 Million
Q1 2022

May 12, 2022

BUY
$83.31 - $108.73 $516,355 - $673,908
6,198 Added 2.83%
225,456 $19.7 Million
Q4 2021

Feb 04, 2022

BUY
$94.82 - $104.66 $3.48 Million - $3.85 Million
36,741 Added 20.13%
219,258 $21.5 Million
Q3 2021

Nov 09, 2021

SELL
$87.64 - $105.45 $906,197 - $1.09 Million
-10,340 Reduced 5.36%
182,517 $17.8 Million
Q2 2021

Aug 02, 2021

BUY
$77.29 - $93.96 $1.64 Million - $2 Million
21,261 Added 12.39%
192,857 $17.7 Million
Q1 2021

May 21, 2021

BUY
$67.05 - $84.34 $4.74 Million - $5.97 Million
70,731 Added 70.12%
171,596 $13.3 Million
Q4 2020

Feb 08, 2021

BUY
$47.26 - $68.53 $997,469 - $1.45 Million
21,106 Added 26.46%
100,865 $6.91 Million
Q3 2020

Oct 29, 2020

BUY
$46.42 - $53.25 $9,191 - $10,543
198 Added 0.25%
79,759 $3.86 Million
Q2 2020

Jul 28, 2020

BUY
$31.62 - $50.4 $187,411 - $298,720
5,927 Added 8.05%
79,561 $3.84 Million
Q1 2020

May 05, 2020

BUY
$27.81 - $57.51 $22,164 - $45,835
797 Added 1.09%
73,634 $2.5 Million
Q4 2019

Jan 31, 2020

BUY
$39.82 - $51.12 $33,528 - $43,043
842 Added 1.17%
72,837 $3.72 Million
Q3 2019

Oct 29, 2019

BUY
$39.1 - $45.74 $91,181 - $106,665
2,332 Added 3.35%
71,995 $3.07 Million
Q2 2019

Aug 07, 2019

BUY
$40.69 - $48.46 $421,995 - $502,578
10,371 Added 17.49%
69,663 $3.05 Million
Q1 2019

May 15, 2019

BUY
$39.68 - $44.49 $2.35 Million - $2.64 Million
59,292 New
59,292 $2.5 Million

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 $197B
  • 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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