A detailed history of Cbiz Investment Advisory Services, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 447 shares of MS stock, worth $71,274. This represents 0.0% of its overall portfolio holdings.

Number of Shares
447
Previous 538 16.91%
Holding current value
$71,274
Previous $75,000 5.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 06, 2025

SELL
$139.09 - $161.16 $12,657 - $14,665
-91 Reduced 16.91%
447 $71,000
Q2 2025

Aug 11, 2025

BUY
$99.83 - $140.86 $32,644 - $46,061
327 Added 154.98%
538 $75,000
Q1 2025

Jun 03, 2025

BUY
$111.68 - $141.08 $23,564 - $29,767
211 New
211 $24,000
Q4 2024

Feb 10, 2025

BUY
$104.42 - $134.99 $10,442 - $13,499
100 New
100 $12,000

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 $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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