Oak Harvest Investment Services Morgan Stanley Transaction History

Oak Harvest Investment Services

  • $694 Million
  • Q3 2024

A detailed history of Oak Harvest Investment Services transactions in Morgan Stanley stock. As of the latest transaction made, Oak Harvest Investment Services holds 141,014 shares of MS stock, worth $17.9 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
141,014
Previous 134,541 4.81%
Holding current value
$17.9 Million
Previous $13.1 Million 12.41%
% of portfolio
2.12%
Previous 2.03%

Shares

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

Oct 25, 2024
BUY
$92.07 - $106.96 $595,969 - $692,352
6,473 Added 4.81%
141,014 $14.7 Million
Q2 2024

Oct 24, 2024
BUY
$86.19 - $101.53 $606,260 - $714,162
7,034 Added 5.52%
134,541 $13.1 Million
Q2 2024

Jul 22, 2024
BUY
$86.19 - $101.53 $153,762 - $181,129
1,784 Added 1.47%
123,041 $12 Million
Q1 2024

Oct 24, 2024
BUY
$83.9 - $94.16 $374,697 - $420,518
4,466 Added 3.63%
127,507 $12 Million
Q1 2024

Apr 19, 2024
BUY
$83.9 - $94.16 $3.33 Million - $3.74 Million
39,683 Added 48.65%
121,257 $11.4 Million
Q4 2023

Jan 12, 2024
SELL
$70.4 - $93.66 $4.76 Million - $6.33 Million
-67,566 Reduced 45.3%
81,574 $7.61 Million
Q3 2023

Oct 25, 2023
BUY
$81.65 - $94.67 $3.96 Million - $4.6 Million
48,552 Added 48.27%
149,140 $12.2 Million
Q2 2023

Jul 17, 2023
BUY
$81.22 - $91.12 $1.3 Million - $1.46 Million
15,976 Added 18.88%
100,588 $8.59 Million
Q1 2023

Apr 20, 2023
BUY
$83.95 - $100.83 $311,790 - $374,482
3,714 Added 4.59%
84,612 $7.43 Million
Q4 2022

Jan 24, 2023
SELL
$75.3 - $93.04 $369,271 - $456,268
-4,904 Reduced 5.72%
80,898 $0
Q3 2022

Oct 14, 2022
BUY
$21.84 - $90.15 $74,430 - $307,231
3,408 Added 4.14%
85,802 $6.78 Million
Q2 2022

Jul 18, 2022
BUY
$72.9 - $90.61 $348,826 - $433,568
4,785 Added 6.17%
82,394 $6.27 Million
Q1 2022

May 04, 2022
BUY
$83.31 - $108.73 $487,696 - $636,505
5,854 Added 8.16%
77,609 $6.78 Million
Q4 2021

Jan 21, 2022
BUY
$94.82 - $104.66 $442,809 - $488,762
4,670 Added 6.96%
71,755 $7.04 Million
Q3 2021

Oct 08, 2021
BUY
$87.64 - $105.45 $712,600 - $857,413
8,131 Added 13.79%
67,085 $6.53 Million
Q2 2021

Jul 13, 2021
SELL
$77.29 - $93.96 $35,089 - $42,657
-454 Reduced 0.76%
58,954 $5.41 Million
Q1 2021

Apr 12, 2021
BUY
$67.05 - $84.34 $418,324 - $526,197
6,239 Added 11.73%
59,408 $4.61 Million
Q4 2020

Jan 15, 2021
BUY
$47.26 - $68.53 $2.51 Million - $3.64 Million
53,169 New
53,169 $3.64 Million

Others Institutions Holding MS

# of Institutions
2,123
Shares Held
1.31B
Call Options Held
26.3M
Put Options Held
29.4M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $215B
  • 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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