A detailed history of Global Financial Private Client, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Global Financial Private Client, LLC holds 1,280 shares of MS stock, worth $163,878. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,280
Previous 15,846 91.92%
Holding current value
$163,878
Previous $1.54 Billion 91.34%
% of portfolio
0.05%
Previous 0.64%

Shares

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

Oct 07, 2024

SELL
$92.07 - $106.96 $1.34 Million - $1.56 Million
-14,566 Reduced 91.92%
1,280 $133 Million
Q2 2024

Jul 29, 2024

BUY
$86.19 - $101.53 $1.28 Million - $1.51 Million
14,882 Added 1543.78%
15,846 $1.54 Billion
Q4 2023

May 15, 2024

SELL
$70.4 - $93.66 $6,054 - $8,054
-86 Reduced 8.19%
964 $89.9 Million
Q2 2023

May 15, 2024

SELL
$81.22 - $91.12 $3,248 - $3,644
-40 Reduced 3.67%
1,050 $90.7 Million
Q1 2023

May 15, 2024

BUY
$83.95 - $100.83 $8,898 - $10,687
106 Added 10.77%
1,090 $95 Million
Q4 2022

May 15, 2024

BUY
$75.3 - $93.04 $1,506 - $1,860
20 Added 2.07%
984 $83.7 Million
Q3 2022

May 15, 2024

SELL
$21.84 - $90.15 $1,223 - $5,048
-56 Reduced 5.49%
964 $77.5 Million
Q1 2022

May 15, 2024

SELL
$83.31 - $108.73 $509,190 - $664,557
-6,112 Reduced 85.7%
1,020 $88.7 Million
Q4 2021

May 15, 2024

BUY
$94.82 - $104.66 $107,241 - $118,370
1,131 Added 18.85%
7,132 $700 Million
Q3 2021

May 15, 2024

BUY
$87.64 - $105.45 $441,442 - $531,151
5,037 Added 522.51%
6,001 $594 Million
Q4 2019

May 15, 2024

BUY
$39.82 - $51.12 $38,386 - $49,279
964 New
964 $49.3 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 $217B
  • 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 Global Financial Private Client, LLC Portfolio

Follow Global Financial Private Client, 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 Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.