A detailed history of Clearstead Trust, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Clearstead Trust, LLC holds 738 shares of MS stock, worth $117,674. This represents 0.02% of its overall portfolio holdings.

Number of Shares
738
Previous 738 -0.0%
Holding current value
$117,674
Previous $103,000 13.59%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

SELL
$99.83 - $140.86 $33,942 - $47,892
-340 Reduced 31.54%
738 $103,000
Q1 2025

May 09, 2025

SELL
$111.68 - $141.08 $13,624 - $17,211
-122 Reduced 10.17%
1,078 $125,000
Q4 2024

Feb 10, 2025

BUY
$104.42 - $134.99 $125,304 - $161,988
1,200 New
1,200 $150,000

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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