A detailed history of Cape Ann Savings Bank transactions in Morgan Stanley stock. As of the latest transaction made, Cape Ann Savings Bank holds 11,079 shares of MS stock, worth $1.4 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
11,079
Previous 11,268 1.68%
Holding current value
$1.4 Million
Previous $1.1 Million 5.39%
% of portfolio
0.67%
Previous 0.68%

Shares

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

Oct 08, 2024

SELL
$92.07 - $106.96 $17,401 - $20,215
-189 Reduced 1.68%
11,079 $1.15 Million
Q2 2024

Jul 25, 2024

SELL
$86.19 - $101.53 $21,116 - $24,874
-245 Reduced 2.13%
11,268 $1.1 Million
Q1 2024

May 13, 2024

SELL
$83.9 - $94.16 $47,571 - $53,388
-567 Reduced 4.69%
11,513 $1.08 Million
Q4 2023

Mar 15, 2024

SELL
$70.4 - $93.66 $40,832 - $54,322
-580 Reduced 4.58%
12,080 $1.13 Million
Q3 2023

Oct 25, 2023

SELL
$81.65 - $94.67 $4,899 - $5,680
-60 Reduced 0.47%
12,660 $1.03 Million
Q2 2023

Sep 18, 2023

BUY
$81.22 - $91.12 $51,980 - $58,316
640 Added 5.3%
12,720 $1.09 Million
Q1 2023

Sep 18, 2023

BUY
$83.95 - $100.83 $40,631 - $48,801
484 Added 4.17%
12,080 $1.06 Million
Q4 2022

Sep 18, 2023

SELL
$75.3 - $93.04 $91,037 - $112,485
-1,209 Reduced 9.5%
11,511 $978,000
Q3 2022

Sep 18, 2023

BUY
$21.84 - $90.15 $1,594 - $6,580
73 Added 0.63%
11,596 $916,000
Q2 2022

Aug 24, 2022

BUY
$72.9 - $90.61 $13,486 - $16,762
185 Added 1.63%
11,523 $876,000
Q1 2022

May 18, 2022

SELL
$83.31 - $108.73 $5,998 - $7,828
-72 Reduced 0.63%
11,338 $991,000
Q4 2021

Feb 16, 2022

BUY
$94.82 - $104.66 $62,012 - $68,447
654 Added 6.08%
11,410 $1.12 Million
Q3 2021

Nov 22, 2021

BUY
$87.64 - $105.45 $72,303 - $86,996
825 Added 8.31%
10,756 $1.05 Million
Q2 2021

Aug 17, 2021

BUY
$77.29 - $93.96 $767,566 - $933,116
9,931 New
9,931 $911,000

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 $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 Cape Ann Savings Bank Portfolio

Follow Cape Ann Savings Bank 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 Cape Ann Savings Bank, based on Form 13F filings with the SEC.

News

Stay updated on Cape Ann Savings Bank with notifications on news.