A detailed history of Steward Partners Investment Advisory, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 66,327 shares of MS stock, worth $8.43 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
66,327
Previous 51,958 27.66%
Holding current value
$8.43 Million
Previous $5.05 Million 36.92%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 14, 2024

BUY
$92.07 - $106.96 $1.32 Million - $1.54 Million
14,369 Added 27.66%
66,327 $6.91 Million
Q2 2024

Aug 08, 2024

SELL
$86.19 - $101.53 $2.05 Million - $2.42 Million
-23,787 Reduced 31.4%
51,958 $5.05 Million
Q1 2024

May 15, 2024

BUY
$83.9 - $94.16 $926,591 - $1.04 Million
11,044 Added 17.07%
75,745 $7.13 Million
Q4 2023

Feb 12, 2024

BUY
$70.4 - $93.66 $655,424 - $871,974
9,310 Added 16.81%
64,701 $6.03 Million
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $1.24 Million - $1.44 Million
15,208 Added 37.85%
55,391 $4.52 Million
Q2 2023

Aug 14, 2023

SELL
$81.22 - $91.12 $134,825 - $151,259
-1,660 Reduced 3.97%
40,183 $3.43 Million
Q1 2023

May 15, 2023

SELL
$83.95 - $100.83 $160,260 - $192,484
-1,909 Reduced 4.36%
41,843 $3.67 Million
Q4 2022

Feb 15, 2023

BUY
$75.3 - $93.04 $274,167 - $338,758
3,641 Added 9.08%
43,752 $3.72 Million
Q3 2022

Nov 10, 2022

SELL
$21.84 - $90.15 $115,009 - $474,729
-5,266 Reduced 11.6%
40,111 $3.17 Million
Q2 2022

Aug 04, 2022

SELL
$72.9 - $90.61 $252,452 - $313,782
-3,463 Reduced 7.09%
45,377 $3.45 Million
Q1 2022

May 02, 2022

BUY
$83.31 - $108.73 $720,631 - $940,514
8,650 Added 21.52%
48,840 $4.27 Million
Q4 2021

Feb 08, 2022

BUY
$94.82 - $104.66 $210,974 - $232,868
2,225 Added 5.86%
40,190 $3.95 Million
Q3 2021

Nov 12, 2021

BUY
$87.64 - $105.45 $98,156 - $118,104
1,120 Added 3.04%
37,965 $3.69 Million
Q2 2021

Aug 13, 2021

SELL
$77.29 - $93.96 $110,679 - $134,550
-1,432 Reduced 3.74%
36,845 $3.38 Million
Q1 2021

May 14, 2021

BUY
$67.05 - $84.34 $265,450 - $333,902
3,959 Added 11.54%
38,277 $2.97 Million
Q4 2020

Feb 11, 2021

BUY
$47.26 - $68.53 $566,458 - $821,400
11,986 Added 53.67%
34,318 $2.35 Million
Q3 2020

Oct 30, 2020

BUY
$46.42 - $53.25 $538,054 - $617,220
11,591 Added 107.91%
22,332 $1.08 Million
Q2 2020

Aug 06, 2020

BUY
$31.62 - $50.4 $25,454 - $40,572
805 Added 8.1%
10,741 $519,000
Q1 2020

Apr 29, 2020

BUY
$27.81 - $57.51 $8,648 - $17,885
311 Added 3.23%
9,936 $337,000
Q4 2019

Jan 17, 2020

BUY
$39.82 - $51.12 $5,773 - $7,412
145 Added 1.53%
9,625 $492,000
Q3 2019

Oct 30, 2019

BUY
$39.1 - $45.74 $43,322 - $50,679
1,108 Added 13.23%
9,480 $404,000
Q2 2019

Jul 25, 2019

BUY
$40.69 - $48.46 $92,854 - $110,585
2,282 Added 37.47%
8,372 $366,000
Q1 2019

Apr 30, 2019

SELL
$39.68 - $44.49 $260,142 - $291,676
-6,556 Reduced 51.84%
6,090 $257,000
Q4 2018

Jan 15, 2019

SELL
$37.01 - $47.27 $6,513 - $8,319
-176 Reduced 1.37%
12,646 $501,000
Q3 2018

Oct 23, 2018

SELL
$46.57 - $51.05 $168,164 - $184,341
-3,611 Reduced 21.97%
12,822 $597,000
Q2 2018

Jul 20, 2018

BUY
$47.19 - $55.22 $23,830 - $27,886
505 Added 3.17%
16,433 $779,000
Q1 2018

Apr 20, 2018

BUY
$51.79 - $58.91 $77,063 - $87,658
1,488 Added 10.3%
15,928 $859,000
Q4 2017

Jan 19, 2018

BUY
$48.1 - $53.85 $503,366 - $563,540
10,465 Added 263.27%
14,440 $757,000
Q3 2017

Nov 22, 2017

BUY
$44.01 - $48.31 $43,613 - $47,875
991 Added 33.21%
3,975 $191,000
Q2 2017

Nov 22, 2017

SELL
N/A
-4,175 Reduced 58.32%
2,984 $133,000
Q1 2017

Nov 22, 2017

BUY
N/A
7,159
7,159 $306,000

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 $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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