A detailed history of Shulman De Meo Asset Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Shulman De Meo Asset Management LLC holds 7,715 shares of MS stock, worth $987,751. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,715
Previous 7,733 0.23%
Holding current value
$987,751
Previous $751,000 7.06%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Oct 15, 2024

SELL
$92.07 - $106.96 $1,657 - $1,925
-18 Reduced 0.23%
7,715 $804,000
Q2 2024

Jul 17, 2024

SELL
$86.19 - $101.53 $2,068 - $2,436
-24 Reduced 0.31%
7,733 $751,000
Q1 2024

Apr 15, 2024

BUY
$83.9 - $94.16 $4,027 - $4,519
48 Added 0.62%
7,757 $730,000
Q4 2023

Jan 11, 2024

BUY
$70.4 - $93.66 $19,712 - $26,224
280 Added 3.77%
7,709 $718,000
Q3 2023

Oct 19, 2023

SELL
$81.65 - $94.67 $81,323 - $94,291
-996 Reduced 11.82%
7,429 $606,000
Q2 2023

Jul 26, 2023

SELL
$81.22 - $91.12 $14,538 - $16,310
-179 Reduced 2.08%
8,425 $719,000
Q1 2023

Apr 14, 2023

SELL
$83.95 - $100.83 $12,256 - $14,721
-146 Reduced 1.67%
8,604 $755,000
Q4 2022

Jan 23, 2023

BUY
$75.3 - $93.04 $5,496 - $6,791
73 Added 0.84%
8,750 $0
Q3 2022

Oct 18, 2022

BUY
$21.84 - $90.15 $1,266 - $5,228
58 Added 0.67%
8,677 $686,000
Q2 2022

Jul 22, 2022

BUY
$72.9 - $90.61 $4,301 - $5,345
59 Added 0.69%
8,619 $656,000
Q1 2022

Apr 27, 2022

BUY
$83.31 - $108.73 $3,915 - $5,110
47 Added 0.55%
8,560 $748,000
Q4 2021

Jan 28, 2022

SELL
$94.82 - $104.66 $2,086 - $2,302
-22 Reduced 0.26%
8,513 $836,000
Q3 2021

Oct 26, 2021

BUY
$87.64 - $105.45 $748,007 - $900,015
8,535 New
8,535 $831,000
Q2 2021

Jul 21, 2021

SELL
$77.29 - $93.96 $649,004 - $788,982
-8,397 Closed
0 $0
Q1 2021

Apr 26, 2021

SELL
$67.05 - $84.34 $99,636 - $125,329
-1,486 Reduced 15.04%
8,397 $652,000
Q4 2020

Jan 13, 2021

BUY
$47.26 - $68.53 $2,599 - $3,769
55 Added 0.56%
9,883 $677,000
Q3 2020

Nov 02, 2020

BUY
$46.42 - $53.25 $1,856 - $2,130
40 Added 0.41%
9,828 $475,000
Q2 2020

Jul 21, 2020

BUY
$31.62 - $50.4 $1,928 - $3,074
61 Added 0.63%
9,788 $473,000
Q1 2020

Apr 10, 2020

BUY
$27.81 - $57.51 $14,961 - $30,940
538 Added 5.85%
9,727 $331,000
Q4 2019

Jan 15, 2020

BUY
$39.82 - $51.12 $1,274 - $1,635
32 Added 0.35%
9,189 $470,000
Q3 2019

Oct 30, 2019

SELL
$39.1 - $45.74 $13,763 - $16,100
-352 Reduced 3.7%
9,157 $391,000
Q2 2019

Jul 18, 2019

BUY
$40.69 - $48.46 $1,831 - $2,180
45 Added 0.48%
9,509 $417,000
Q1 2019

May 01, 2019

BUY
$39.68 - $44.49 $375,531 - $421,053
9,464 New
9,464 $399,000

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
Track This Portfolio

Track Shulman De Meo Asset Management LLC Portfolio

Follow Shulman De Meo Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shulman De Meo Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shulman De Meo Asset Management LLC with notifications on news.