A detailed history of Klcm Advisors, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Klcm Advisors, Inc. holds 8,736 shares of MS stock, worth $1.04 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,736
Previous 8,736 -0.0%
Holding current value
$1.04 Million
Previous $822,000 3.28%
% of portfolio
0.11%
Previous 0.11%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024

BUY
$83.9 - $94.16 $131,890 - $148,019
1,572 Added 21.94%
8,736 $822,000
Q4 2023

Jan 30, 2024

SELL
$70.4 - $93.66 $17,318 - $23,040
-246 Reduced 3.32%
7,164 $668,000
Q3 2023

Nov 07, 2023

BUY
$81.65 - $94.67 $3,755 - $4,354
46 Added 0.62%
7,410 $605,000
Q2 2023

Aug 08, 2023

BUY
$81.22 - $91.12 $112,327 - $126,018
1,383 Added 23.12%
7,364 $628,000
Q1 2023

May 11, 2023

BUY
$83.95 - $100.83 $19,644 - $23,594
234 Added 4.07%
5,981 $525,000
Q4 2022

Feb 10, 2023

BUY
$75.3 - $93.04 $82,830 - $102,344
1,100 Added 23.67%
5,747 $488,000
Q4 2021

Jan 31, 2022

SELL
$94.82 - $104.66 $12,421 - $13,710
-131 Reduced 2.74%
4,647 $456,000
Q2 2021

Aug 03, 2021

BUY
$77.29 - $93.96 $49,774 - $60,510
644 Added 15.58%
4,778 $438,000
Q4 2020

Jan 26, 2021

SELL
$47.26 - $68.53 $1,559 - $2,261
-33 Reduced 0.79%
4,134 $283,000
Q3 2020

Nov 03, 2020

BUY
$46.42 - $53.25 $193,432 - $221,892
4,167 New
4,167 $201,000
Q1 2020

May 13, 2020

SELL
$27.81 - $57.51 $111,212 - $229,982
-3,999 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$39.82 - $51.12 $159,240 - $204,428
3,999 New
3,999 $204,000
Q2 2019

Aug 15, 2019

SELL
$40.69 - $48.46 $231,281 - $275,446
-5,684 Closed
0 $0
Q1 2019

May 14, 2019

SELL
$39.68 - $44.49 $52,258 - $58,593
-1,317 Reduced 18.81%
5,684 $240,000
Q4 2018

Feb 14, 2019

BUY
$37.01 - $47.27 $259,107 - $330,937
7,001 New
7,001 $278,000
Q2 2018

Aug 09, 2018

SELL
$47.19 - $55.22 $180,124 - $210,774
-3,817 Closed
0 $0
Q4 2017

Feb 15, 2018

BUY
$48.1 - $53.85 $183,597 - $205,545
3,817
3,817 $200,000

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 $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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