A detailed history of Schechter Investment Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 15,568 shares of MS stock, worth $1.99 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
15,568
Previous 18,511 15.9%
Holding current value
$1.99 Million
Previous $1.8 Million 9.84%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Nov 12, 2024

SELL
$92.07 - $106.96 $270,962 - $314,783
-2,943 Reduced 15.9%
15,568 $1.62 Million
Q2 2024

Aug 12, 2024

BUY
$86.19 - $101.53 $182,119 - $214,532
2,113 Added 12.89%
18,511 $1.8 Million
Q1 2024

May 06, 2024

SELL
$83.9 - $94.16 $262,690 - $294,814
-3,131 Reduced 16.03%
16,398 $1.54 Million
Q4 2023

Jan 17, 2024

BUY
$70.4 - $93.66 $186,560 - $248,199
2,650 Added 15.7%
19,529 $1.82 Million
Q3 2023

Nov 06, 2023

BUY
$81.65 - $94.67 $616,130 - $714,379
7,546 Added 80.85%
16,879 $1.38 Million
Q2 2023

Jul 26, 2023

SELL
$81.22 - $91.12 $100,794 - $113,079
-1,241 Reduced 11.74%
9,333 $797,000
Q1 2023

Apr 28, 2023

BUY
$83.95 - $100.83 $131,129 - $157,496
1,562 Added 17.33%
10,574 $928,000
Q4 2022

Feb 13, 2023

BUY
$75.3 - $93.04 $84,336 - $104,204
1,120 Added 14.19%
9,012 $766,000
Q3 2022

Nov 04, 2022

BUY
$21.84 - $90.15 $16,117 - $66,530
738 Added 10.32%
7,892 $624,000
Q2 2022

Nov 03, 2022

BUY
$72.9 - $90.61 $521,526 - $648,223
7,154 New
7,154 $544,000
Q1 2022

Nov 18, 2022

SELL
$83.31 - $108.73 $48,486 - $63,280
-582 Reduced 7.37%
7,310 $639,000
Q4 2021

Dec 27, 2022

SELL
$94.82 - $104.66 $247,480 - $273,162
-2,610 Reduced 33.07%
5,282 $518,000

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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