A detailed history of Dowling & Yahnke LLC transactions in Morgan Stanley stock. As of the latest transaction made, Dowling & Yahnke LLC holds 96,412 shares of MS stock, worth $11.5 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares
96,412
Previous 95,999 0.43%
Holding current value
$11.5 Million
Previous $7.3 Million 4.33%
% of portfolio
3.55%
Previous 0.34%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022

BUY
$21.84 - $90.15 $9,019 - $37,231
413 Added 0.43%
96,412 $7.62 Million
Q2 2022

Aug 10, 2022

BUY
$72.9 - $90.61 $101,258 - $125,857
1,389 Added 1.47%
95,999 $7.3 Million
Q1 2022

May 04, 2022

BUY
$83.31 - $108.73 $12,829 - $16,744
154 Added 0.16%
94,610 $8.27 Million
Q4 2021

Feb 10, 2022

SELL
$94.82 - $104.66 $168,021 - $185,457
-1,772 Reduced 1.84%
94,456 $9.27 Million
Q3 2021

Nov 12, 2021

SELL
$87.64 - $105.45 $84,484 - $101,653
-964 Reduced 0.99%
96,228 $9.36 Million
Q2 2021

Jul 21, 2021

BUY
$77.29 - $93.96 $108,051 - $131,356
1,398 Added 1.46%
97,192 $8.91 Million
Q1 2021

Apr 29, 2021

BUY
$67.05 - $84.34 $7,308 - $9,193
109 Added 0.11%
95,794 $7.44 Million
Q4 2020

Jan 28, 2021

SELL
$47.26 - $68.53 $14,839 - $21,518
-314 Reduced 0.33%
95,685 $6.56 Million
Q3 2020

Oct 19, 2020

SELL
$46.42 - $53.25 $29,569 - $33,920
-637 Reduced 0.66%
95,999 $4.64 Million
Q2 2020

Jul 31, 2020

BUY
$31.62 - $50.4 $296,911 - $473,256
9,390 Added 10.76%
96,636 $4.67 Million
Q1 2020

May 15, 2020

SELL
$27.81 - $57.51 $310,887 - $642,904
-11,179 Reduced 11.36%
87,246 $2.97 Million
Q4 2019

Jan 27, 2020

BUY
$39.82 - $51.12 $31,179 - $40,026
783 Added 0.8%
98,425 $5.03 Million
Q3 2019

Oct 29, 2019

SELL
$39.1 - $45.74 $4,105 - $4,802
-105 Reduced 0.11%
97,642 $4.17 Million
Q2 2019

Jul 22, 2019

SELL
$40.69 - $48.46 $691 - $823
-17 Reduced 0.02%
97,747 $4.28 Million
Q1 2019

Apr 30, 2019

SELL
$39.68 - $44.49 $159,910 - $179,294
-4,030 Reduced 3.96%
97,764 $4.13 Million
Q4 2018

Jan 24, 2019

BUY
$37.01 - $47.27 $54,293 - $69,345
1,467 Added 1.46%
101,794 $4.52 Million
Q3 2018

Oct 30, 2018

SELL
$46.57 - $51.05 $11,223 - $12,303
-241 Reduced 0.24%
100,327 $4.67 Million
Q2 2018

Jul 30, 2018

BUY
$47.19 - $55.22 $12,505 - $14,633
265 Added 0.26%
100,568 $4.77 Million
Q1 2018

May 01, 2018

SELL
$51.79 - $58.91 $12,999 - $14,786
-251 Reduced 0.25%
100,303 $5.41 Million
Q4 2017

Feb 02, 2018

BUY
$48.1 - $53.85 $86,099 - $96,391
1,790 Added 1.81%
100,554 $5.28 Million
Q3 2017

Nov 08, 2017

BUY
$44.01 - $48.31 $4.35 Million - $4.77 Million
98,764
98,764 $4.76 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 $202B
  • 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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