A detailed history of Canopy Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Canopy Partners, LLC holds 5,316 shares of MS stock, worth $847,636. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,316
Previous 5,224 1.76%
Holding current value
$847,636
Previous $736 Million 14.84%
% of portfolio
0.28%
Previous 0.27%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

BUY
$139.09 - $161.16 $12,796 - $14,826
92 Added 1.76%
5,316 $845 Million
Q2 2025

Jul 23, 2025

SELL
$99.83 - $140.86 $20,165 - $28,453
-202 Reduced 3.72%
5,224 $736 Million
Q1 2025

May 07, 2025

BUY
$111.68 - $141.08 $1,898 - $2,398
17 Added 0.31%
5,426 $633 Million
Q4 2024

Feb 13, 2025

BUY
$104.42 - $134.99 $1,566 - $2,024
15 Added 0.28%
5,409 $680 Million
Q3 2024

Nov 12, 2024

BUY
$92.07 - $106.96 $920 - $1,069
10 Added 0.19%
5,394 $562 Million
Q2 2024

Aug 09, 2024

BUY
$86.19 - $101.53 $2,327 - $2,741
27 Added 0.5%
5,384 $523 Million
Q1 2024

May 15, 2024

BUY
$83.9 - $94.16 $101,519 - $113,933
1,210 Added 29.18%
5,357 $504 Million
Q4 2023

Feb 14, 2024

BUY
$70.4 - $93.66 $291,948 - $388,408
4,147 New
4,147 $387 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 $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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