A detailed history of Ivc Wealth Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 2,519 shares of MS stock, worth $294,345. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,519
Previous 2,481 1.53%
Holding current value
$294,345
Previous $241,000 8.71%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 24, 2024

BUY
$92.07 - $106.96 $3,498 - $4,064
38 Added 1.53%
2,519 $262,000
Q2 2024

Jul 16, 2024

BUY
$86.19 - $101.53 $8,188 - $9,645
95 Added 3.98%
2,481 $241,000
Q1 2024

Apr 19, 2024

BUY
$83.9 - $94.16 $1,174 - $1,318
14 Added 0.59%
2,386 $224,000
Q4 2023

Jan 10, 2024

BUY
$70.4 - $93.66 $166,988 - $222,161
2,372 New
2,372 $221,000
Q2 2023

Jul 13, 2023

SELL
$81.22 - $91.12 $7,472 - $8,383
-92 Reduced 3.61%
2,457 $209,000
Q1 2023

Apr 13, 2023

BUY
$83.95 - $100.83 $9,486 - $11,393
113 Added 4.64%
2,549 $223,000
Q4 2022

Jan 17, 2023

BUY
$75.3 - $93.04 $183,430 - $226,645
2,436 New
2,436 $0

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 $198B
  • 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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