A detailed history of Buckley Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Buckley Wealth Management, LLC holds 9,689 shares of MS stock, worth $1.23 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,689
Previous 9,419 2.87%
Holding current value
$1.23 Million
Previous $915,000 10.27%
% of portfolio
0.32%
Previous 0.29%

Shares

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

Oct 18, 2024

BUY
$92.07 - $106.96 $24,858 - $28,879
270 Added 2.87%
9,689 $1.01 Million
Q2 2024

Jul 23, 2024

BUY
$86.19 - $101.53 $2,671 - $3,147
31 Added 0.33%
9,419 $915,000
Q1 2024

Apr 15, 2024

BUY
$83.9 - $94.16 $10,739 - $12,052
128 Added 1.38%
9,388 $883,000
Q4 2023

Jan 18, 2024

SELL
$70.4 - $93.66 $33,580 - $44,675
-477 Reduced 4.9%
9,260 $863,000
Q3 2023

Oct 13, 2023

SELL
$81.65 - $94.67 $180,283 - $209,031
-2,208 Reduced 18.48%
9,737 $795,000
Q2 2023

Jul 11, 2023

BUY
$81.22 - $91.12 $93,484 - $104,879
1,151 Added 10.66%
11,945 $1.02 Million
Q1 2023

Apr 14, 2023

SELL
$83.95 - $100.83 $100,656 - $120,895
-1,199 Reduced 10.0%
10,794 $947,000
Q4 2022

Feb 09, 2023

BUY
$75.3 - $93.04 $6,701 - $8,280
89 Added 0.75%
11,993 $1.02 Million
Q3 2022

Nov 14, 2022

SELL
$21.84 - $90.15 $77,575 - $320,212
-3,552 Reduced 22.98%
11,904 $941,000
Q2 2022

Aug 04, 2022

SELL
$72.9 - $90.61 $2,624 - $3,261
-36 Reduced 0.23%
15,456 $1.18 Million
Q1 2022

May 06, 2022

BUY
$83.31 - $108.73 $256,761 - $335,105
3,082 Added 24.83%
15,492 $1.35 Million
Q4 2021

Feb 02, 2022

BUY
$94.82 - $104.66 $568,445 - $627,436
5,995 Added 93.45%
12,410 $1.22 Million
Q3 2021

Nov 09, 2021

BUY
$87.64 - $105.45 $70,900 - $85,309
809 Added 14.43%
6,415 $624,000
Q2 2021

Jul 27, 2021

BUY
$77.29 - $93.96 $87,414 - $106,268
1,131 Added 25.27%
5,606 $514,000
Q1 2021

Apr 30, 2021

SELL
$67.05 - $84.34 $141,140 - $177,535
-2,105 Reduced 31.99%
4,475 $348,000
Q4 2020

Jan 20, 2021

SELL
$47.26 - $68.53 $134,218 - $194,625
-2,840 Reduced 30.15%
6,580 $451,000
Q3 2020

Oct 19, 2020

SELL
$46.42 - $53.25 $184,148 - $211,242
-3,967 Reduced 29.63%
9,420 $455,000
Q2 2020

Jul 15, 2020

SELL
$31.62 - $50.4 $474 - $756
-15 Reduced 0.11%
13,387 $647,000
Q1 2020

Apr 10, 2020

SELL
$27.81 - $57.51 $973 - $2,012
-35 Reduced 0.26%
13,402 $456,000
Q3 2019

Oct 11, 2019

SELL
$39.1 - $45.74 $255,362 - $298,727
-6,531 Reduced 32.71%
13,437 $573,000
Q2 2019

Jul 19, 2019

SELL
$40.69 - $48.46 $120,361 - $143,344
-2,958 Reduced 12.9%
19,968 $875,000
Q4 2018

Feb 01, 2019

BUY
$37.01 - $47.27 $1,850 - $2,363
50 Added 0.22%
22,926 $909,000
Q3 2018

Oct 25, 2018

BUY
$46.57 - $51.05 $10,059 - $11,026
216 Added 0.95%
22,876 $1.07 Million
Q2 2018

Jul 31, 2018

SELL
$47.19 - $55.22 $4,058 - $4,748
-86 Reduced 0.38%
22,660 $1.07 Million
Q1 2018

May 08, 2018

SELL
$51.79 - $58.91 $4,039 - $4,594
-78 Reduced 0.34%
22,746 $1.23 Million
Q4 2017

Feb 07, 2018

BUY
$48.1 - $53.85 $1.1 Million - $1.23 Million
22,824
22,824 $1.2 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 $215B
  • 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
Track This Portfolio

Track Buckley Wealth Management, LLC Portfolio

Follow Buckley Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckley Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckley Wealth Management, LLC with notifications on news.