A detailed history of Northcape Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 15,302 shares of MS stock, worth $1.81 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
15,302
Previous 15,349 0.31%
Holding current value
$1.81 Million
Previous $1.45 Million 2.91%
% of portfolio
0.54%
Previous 0.53%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$86.19 - $101.53 $4,050 - $4,771
-47 Reduced 0.31%
15,302 $1.49 Million
Q1 2024

Apr 30, 2024

SELL
$83.9 - $94.16 $20,303 - $22,786
-242 Reduced 1.55%
15,349 $1.45 Million
Q4 2023

Feb 05, 2024

SELL
$70.4 - $93.66 $66,809 - $88,883
-949 Reduced 5.74%
15,591 $1.45 Million
Q3 2023

Nov 06, 2023

SELL
$81.65 - $94.67 $51,112 - $59,263
-626 Reduced 3.65%
16,540 $1.35 Million
Q2 2023

Aug 07, 2023

SELL
$81.22 - $91.12 $7,228 - $8,109
-89 Reduced 0.52%
17,166 $1.47 Million
Q1 2023

May 15, 2023

BUY
$83.95 - $100.83 $1.45 Million - $1.74 Million
17,255 New
17,255 $1.51 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 $200B
  • 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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