A detailed history of Powell Investment Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 4,430 shares of MS stock, worth $517,645. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,430
Previous 4,335 2.19%
Holding current value
$517,645
Previous $421,000 9.5%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Nov 01, 2024

BUY
$92.07 - $106.96 $8,746 - $10,161
95 Added 2.19%
4,430 $461,000
Q2 2024

Jul 30, 2024

BUY
$86.19 - $101.53 $3,102 - $3,655
36 Added 0.84%
4,335 $421,000
Q1 2024

Apr 15, 2024

BUY
$83.9 - $94.16 $3,523 - $3,954
42 Added 0.99%
4,299 $404,000
Q4 2023

Jan 31, 2024

BUY
$70.4 - $93.66 $3,168 - $4,214
45 Added 1.07%
4,257 $396,000
Q3 2023

Oct 16, 2023

BUY
$81.65 - $94.67 $3,347 - $3,881
41 Added 0.98%
4,212 $343,000
Q2 2023

Aug 02, 2023

BUY
$81.22 - $91.12 $3,086 - $3,462
38 Added 0.92%
4,171 $356,000
Q1 2023

May 10, 2023

BUY
$83.95 - $100.83 $2,686 - $3,226
32 Added 0.78%
4,133 $362,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $2,635 - $3,256
35 Added 0.86%
4,101 $348,000
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $29,746 - $122,784
1,362 Added 50.37%
4,066 $321,000
Q2 2022

Aug 02, 2022

BUY
$72.9 - $90.61 $1,749 - $2,174
24 Added 0.9%
2,704 $206,000
Q1 2022

May 09, 2022

BUY
$83.31 - $108.73 $3,582 - $4,675
43 Added 1.63%
2,680 $234,000
Q4 2021

Jan 14, 2022

BUY
$94.82 - $104.66 $1,706 - $1,883
18 Added 0.69%
2,637 $259,000
Q3 2021

Oct 13, 2021

BUY
$87.64 - $105.45 $1,577 - $1,898
18 Added 0.69%
2,619 $255,000
Q2 2021

Jul 14, 2021

BUY
$77.29 - $93.96 $772 - $939
10 Added 0.39%
2,601 $239,000
Q1 2021

Apr 14, 2021

BUY
$67.05 - $84.34 $173,726 - $218,524
2,591 New
2,591 $201,000

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 $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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