A detailed history of Canopy Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Canopy Partners, LLC holds 5,384 shares of MS stock, worth $625,297. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,384
Previous 5,357 0.5%
Holding current value
$625,297
Previous $504 Million 3.74%
% of portfolio
0.24%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $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
Track This Portfolio

Track Canopy Partners, LLC Portfolio

Follow Canopy Partners, 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 Canopy Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Canopy Partners, LLC with notifications on news.