A detailed history of Geneos Wealth Management Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 39,480 shares of MS stock, worth $5.02 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
39,480
Previous 36,148 9.22%
Holding current value
$5.02 Million
Previous $3.51 Million 17.14%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 14, 2024

BUY
$92.07 - $106.96 $306,777 - $356,390
3,332 Added 9.22%
39,480 $4.12 Million
Q2 2024

Jul 23, 2024

BUY
$86.19 - $101.53 $85,845 - $101,123
996 Added 2.83%
36,148 $3.51 Million
Q1 2024

May 03, 2024

BUY
$83.9 - $94.16 $201,611 - $226,266
2,403 Added 7.34%
35,152 $3.31 Million
Q4 2023

Jan 26, 2024

SELL
$70.4 - $93.66 $33,440 - $44,488
-475 Reduced 1.43%
32,749 $3.05 Million
Q3 2023

Oct 11, 2023

BUY
$81.65 - $94.67 $55,277 - $64,091
677 Added 2.08%
33,224 $2.71 Million
Q2 2023

Aug 08, 2023

BUY
$81.22 - $91.12 $137,343 - $154,083
1,691 Added 5.48%
32,547 $2.78 Million
Q1 2023

Apr 25, 2023

SELL
$83.95 - $100.83 $401,532 - $482,269
-4,783 Reduced 13.42%
30,856 $2.71 Million
Q4 2022

Jan 30, 2023

BUY
$75.3 - $93.04 $174,771 - $215,945
2,321 Added 6.97%
35,639 $3.03 Million
Q3 2022

Nov 14, 2022

SELL
$21.84 - $90.15 $60,758 - $250,797
-2,782 Reduced 7.71%
33,318 $2.63 Million
Q2 2022

Jul 22, 2022

BUY
$72.9 - $90.61 $164,462 - $204,416
2,256 Added 6.67%
36,100 $2.75 Million
Q1 2022

May 16, 2022

BUY
$83.31 - $108.73 $556,260 - $725,990
6,677 Added 24.58%
33,844 $2.96 Million
Q4 2021

Feb 09, 2022

BUY
$94.82 - $104.66 $127,532 - $140,767
1,345 Added 5.21%
27,167 $2.67 Million
Q3 2021

Nov 09, 2021

BUY
$87.64 - $105.45 $208,670 - $251,076
2,381 Added 10.16%
25,822 $2.56 Million
Q2 2021

Jul 08, 2021

BUY
$77.29 - $93.96 $32,152 - $39,087
416 Added 1.81%
23,441 $2.16 Million
Q1 2021

Jun 17, 2021

SELL
$67.05 - $84.34 $77,509 - $97,497
-1,156 Reduced 4.78%
23,025 $1.9 Million
Q4 2020

May 19, 2021

BUY
$47.26 - $68.53 $959,567 - $1.39 Million
20,304 Added 523.7%
24,181 $1.72 Million
Q3 2020

Sep 07, 2021

SELL
$46.42 - $53.25 $41,174 - $47,232
-887 Reduced 18.62%
3,877 $182,000
Q2 2020

Sep 07, 2021

SELL
$31.62 - $50.4 $2,719 - $4,334
-86 Reduced 1.77%
4,764 $224,000
Q1 2020

Sep 07, 2021

SELL
$27.81 - $57.51 $51,476 - $106,451
-1,851 Reduced 27.62%
4,850 $164,000
Q4 2019

Sep 07, 2021

SELL
$39.82 - $51.12 $22,936 - $29,445
-576 Reduced 7.92%
6,701 $342,000
Q3 2019

Sep 07, 2021

SELL
$39.1 - $45.74 $299,427 - $350,276
-7,658 Reduced 51.28%
7,277 $311,000
Q2 2019

Sep 07, 2021

SELL
$40.69 - $48.46 $2,400 - $2,859
-59 Reduced 0.39%
14,935 $654,000
Q1 2019

Sep 07, 2021

BUY
$39.68 - $44.49 $714 - $800
18 Added 0.12%
14,994 $632,000
Q3 2018

Sep 07, 2021

BUY
$46.57 - $51.05 $8,755 - $9,597
188 Added 1.27%
14,976 $697,000
Q1 2018

Sep 07, 2021

BUY
$51.79 - $58.91 $53,809 - $61,207
1,039 Added 7.56%
14,788 $797,000
Q4 2017

Sep 07, 2021

BUY
$48.1 - $53.85 $380,615 - $426,115
7,913 Added 135.59%
13,749 $721,000
Q2 2017

Sep 07, 2021

SELL
N/A
-71 Reduced 1.2%
5,836 $260,000
Q1 2017

Sep 07, 2021

SELL
N/A
-1,242 Reduced 17.37%
5,907 $253,000
Q4 2016

Sep 07, 2021

SELL
N/A
-329 Reduced 4.4%
7,149 $302,000
Q3 2016

Sep 07, 2021

SELL
N/A
-499 Reduced 6.26%
7,478 $239,000
Q2 2016

Sep 07, 2021

BUY
N/A
1,143 Added 16.73%
7,977 $206,000
Q1 2016

Sep 07, 2021

BUY
N/A
6,834
6,834 $174,000

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
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