A detailed history of Cary Street Partners Financial LLC transactions in Morgan Stanley stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 38,580 shares of MS stock, worth $6.15 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
38,580
Previous 40,195 4.02%
Holding current value
$6.15 Million
Previous $5.66 Billion 8.32%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 10, 2025

SELL
$139.09 - $161.16 $224,630 - $260,273
-1,615 Reduced 4.02%
38,580 $6.13 Billion
Q2 2025

Aug 13, 2025

BUY
$99.83 - $140.86 $1.51 Million - $2.13 Million
15,142 Added 60.44%
40,195 $5.66 Billion
Q1 2025

May 09, 2025

SELL
$111.68 - $141.08 $86,663 - $109,478
-776 Reduced 3.0%
25,053 $2.92 Billion
Q4 2024

Feb 14, 2025

BUY
$104.42 - $134.99 $2.7 Million - $3.49 Million
25,829 New
25,829 $3.25 Billion

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
Track This Portfolio

Track Cary Street Partners Financial LLC Portfolio

Follow Cary Street Partners Financial 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 Cary Street Partners Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Financial LLC with notifications on news.