A detailed history of Verdence Capital Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Verdence Capital Advisors LLC holds 20,393 shares of MS stock, worth $2.61 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,393
Previous 13,103 55.64%
Holding current value
$2.61 Million
Previous $1.27 Million 66.93%
% of portfolio
0.17%
Previous 0.12%

Shares

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

Nov 01, 2024

BUY
$92.07 - $106.96 $671,190 - $779,738
7,290 Added 55.64%
20,393 $2.13 Million
Q2 2024

Jul 25, 2024

BUY
$86.19 - $101.53 $34,734 - $40,916
403 Added 3.17%
13,103 $1.27 Million
Q1 2024

Apr 25, 2024

BUY
$83.9 - $94.16 $8,809 - $9,886
105 Added 0.83%
12,700 $1.2 Million
Q4 2023

Jan 31, 2024

BUY
$70.4 - $93.66 $18,796 - $25,007
267 Added 2.17%
12,595 $1.17 Million
Q3 2023

Oct 25, 2023

BUY
$81.65 - $94.67 $32,170 - $37,299
394 Added 3.3%
12,328 $1.01 Million
Q2 2023

Jul 28, 2023

BUY
$81.22 - $91.12 $13,238 - $14,852
163 Added 1.38%
11,934 $1.02 Million
Q1 2023

Apr 24, 2023

BUY
$83.95 - $100.83 $83,530 - $100,325
995 Added 9.23%
11,771 $1.03 Million
Q4 2022

Jan 20, 2023

BUY
$75.3 - $93.04 $190,433 - $235,298
2,529 Added 30.67%
10,776 $0
Q3 2022

Nov 15, 2022

SELL
$21.84 - $90.15 $2,271 - $9,375
-104 Reduced 1.25%
8,247 $652,000
Q2 2022

Aug 08, 2022

BUY
$72.9 - $90.61 $39,657 - $49,291
544 Added 6.97%
8,351 $635,000
Q1 2022

May 02, 2022

BUY
$83.31 - $108.73 $21,410 - $27,943
257 Added 3.4%
7,807 $682,000
Q4 2021

Jan 26, 2022

SELL
$94.82 - $104.66 $358,514 - $395,719
-3,781 Reduced 33.37%
7,550 $741,000
Q3 2021

Nov 12, 2021

BUY
$87.64 - $105.45 $141,976 - $170,829
1,620 Added 16.68%
11,331 $1.1 Million
Q2 2021

Aug 06, 2021

SELL
$77.29 - $93.96 $392,246 - $476,846
-5,075 Reduced 34.32%
9,711 $890,000
Q1 2021

May 11, 2021

BUY
$67.05 - $84.34 $52,500 - $66,038
783 Added 5.59%
14,786 $1.15 Million
Q4 2020

Feb 12, 2021

BUY
$47.26 - $68.53 $114,132 - $165,499
2,415 Added 20.84%
14,003 $960,000
Q3 2020

Nov 09, 2020

SELL
$46.42 - $53.25 $3,342 - $3,834
-72 Reduced 0.62%
11,588 $560,000
Q2 2020

Aug 11, 2020

BUY
$31.62 - $50.4 $63,587 - $101,354
2,011 Added 20.84%
11,660 $563,000
Q1 2020

May 13, 2020

BUY
$27.81 - $57.51 $268,338 - $554,913
9,649 New
9,649 $328,000
Q3 2018

Feb 25, 2020

SELL
$46.57 - $51.05 $377,729 - $414,066
-8,111 Closed
0 $0
Q2 2018

Feb 11, 2020

SELL
$47.19 - $55.22 $4,624 - $5,411
-98 Reduced 1.19%
8,111 $384,000
Q1 2018

Jan 30, 2020

SELL
$51.79 - $58.91 $207 - $235
-4 Reduced 0.05%
8,209 $443,000
Q4 2017

Jan 30, 2020

BUY
$48.1 - $53.85 $395,045 - $442,270
8,213
8,213 $431,000

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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