A detailed history of Kaizen Financial Strategies transactions in Morgan Stanley stock. As of the latest transaction made, Kaizen Financial Strategies holds 2,497 shares of MS stock, worth $319,266. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,497
Previous 2,474 0.93%
Holding current value
$319,266
Previous $240,000 8.33%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 04, 2024

BUY
$92.07 - $106.96 $2,117 - $2,460
23 Added 0.93%
2,497 $260,000
Q2 2024

Aug 02, 2024

BUY
$86.19 - $101.53 $1,551 - $1,827
18 Added 0.73%
2,474 $240,000
Q1 2024

May 02, 2024

BUY
$83.9 - $94.16 $1,510 - $1,694
18 Added 0.74%
2,456 $231,000
Q4 2023

Jan 18, 2024

SELL
$70.4 - $93.66 $132,844 - $176,736
-1,887 Reduced 43.63%
2,438 $227,000
Q3 2023

Oct 31, 2023

SELL
$81.65 - $94.67 $28,005 - $32,471
-343 Reduced 7.35%
4,325 $353,000
Q2 2023

Aug 07, 2023

BUY
$81.22 - $91.12 $75,940 - $85,197
935 Added 25.05%
4,668 $398,000
Q1 2023

May 10, 2023

BUY
$83.95 - $100.83 $2,434 - $2,924
29 Added 0.78%
3,733 $327,000
Q4 2022

Jan 18, 2023

SELL
$75.3 - $93.04 $21,385 - $26,423
-284 Reduced 7.12%
3,704 $0
Q3 2022

Oct 18, 2022

BUY
$21.84 - $90.15 $720 - $2,974
33 Added 0.83%
3,988 $315,000
Q2 2022

Jul 18, 2022

BUY
$72.9 - $90.61 $9,039 - $11,235
124 Added 3.24%
3,955 $301,000
Q1 2022

May 06, 2022

BUY
$83.31 - $108.73 $10,080 - $13,156
121 Added 3.26%
3,831 $335,000
Q4 2021

Jan 26, 2022

BUY
$94.82 - $104.66 $2,370 - $2,616
25 Added 0.68%
3,710 $364,000
Q3 2021

Nov 12, 2021

SELL
$87.64 - $105.45 $86,588 - $104,184
-988 Reduced 21.14%
3,685 $359,000
Q1 2021

May 28, 2021

SELL
$67.05 - $84.34 $113,381 - $142,618
-1,691 Reduced 26.57%
4,673 $363,000
Q4 2020

Feb 03, 2021

BUY
$47.26 - $68.53 $300,762 - $436,124
6,364 New
6,364 $436,000

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 $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
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