A detailed history of Syntax Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Syntax Advisors, LLC holds 2,902 shares of MS stock, worth $371,543. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,902
Previous 2,842 2.11%
Holding current value
$371,543
Previous $242,000 2.07%
% of portfolio
0.41%
Previous 0.37%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $4,899 - $5,680
60 Added 2.11%
2,902 $237,000
Q2 2023

Aug 14, 2023

BUY
$81.22 - $91.12 $1,299 - $1,457
16 Added 0.57%
2,842 $242,000
Q1 2023

May 15, 2023

SELL
$83.95 - $100.83 $3,609 - $4,335
-43 Reduced 1.5%
2,826 $248,000
Q4 2022

Feb 14, 2023

SELL
$75.3 - $93.04 $13,930 - $17,212
-185 Reduced 6.06%
2,869 $243,000
Q3 2022

Nov 14, 2022

SELL
$21.84 - $90.15 $5,328 - $21,996
-244 Reduced 7.4%
3,054 $241,000
Q2 2022

Aug 12, 2022

BUY
$72.9 - $90.61 $31,784 - $39,505
436 Added 15.23%
3,298 $251,000
Q1 2022

May 11, 2022

BUY
$83.31 - $108.73 $4,498 - $5,871
54 Added 1.92%
2,862 $250,000
Q4 2021

Feb 14, 2022

BUY
$94.82 - $104.66 $266,254 - $293,885
2,808 New
2,808 $276,000

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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