A detailed history of Westbourne Investment Advisors, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Westbourne Investment Advisors, Inc. holds 76,989 shares of MS stock, worth $10.5 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
76,989
Previous 76,312 0.89%
Holding current value
$10.5 Million
Previous $7.42 Million 8.2%
% of portfolio
2.8%
Previous 2.69%

Shares

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

Oct 29, 2024

BUY
$92.07 - $106.96 $62,331 - $72,411
677 Added 0.89%
76,989 $8.03 Million
Q2 2024

Aug 07, 2024

SELL
$86.19 - $101.53 $11,204 - $13,198
-130 Reduced 0.17%
76,312 $7.42 Million
Q1 2024

Apr 22, 2024

BUY
$83.9 - $94.16 $55,457 - $62,239
661 Added 0.87%
76,442 $7.2 Million
Q4 2023

Jan 17, 2024

BUY
$70.4 - $93.66 $34,214 - $45,518
486 Added 0.65%
75,781 $7.07 Million
Q3 2023

Nov 06, 2023

BUY
$81.65 - $94.67 $46,213 - $53,583
566 Added 0.76%
75,295 $6.15 Million
Q2 2023

Aug 09, 2023

BUY
$81.22 - $91.12 $99,656 - $111,804
1,227 Added 1.67%
74,729 $6.38 Million
Q1 2023

Apr 24, 2023

SELL
$83.95 - $100.83 $236,822 - $284,441
-2,821 Reduced 3.7%
73,502 $6.45 Million
Q4 2022

Feb 09, 2023

BUY
$75.3 - $93.04 $4,292 - $5,303
57 Added 0.07%
76,323 $6.49 Million
Q3 2022

Nov 02, 2022

SELL
$21.84 - $90.15 $46,038 - $190,036
-2,108 Reduced 2.69%
76,266 $6.03 Million
Q2 2022

Aug 04, 2022

SELL
$72.9 - $90.61 $14,434 - $17,940
-198 Reduced 0.25%
78,374 $5.96 Million
Q1 2022

Jun 15, 2022

BUY
$83.31 - $108.73 $31,241 - $40,773
375 Added 0.48%
78,572 $6.87 Million
Q4 2021

Jan 24, 2022

BUY
$94.82 - $104.66 $61,064 - $67,401
644 Added 0.83%
78,197 $7.68 Million
Q3 2021

Oct 25, 2021

SELL
$87.64 - $105.45 $128,830 - $155,011
-1,470 Reduced 1.86%
77,553 $7.55 Million
Q2 2021

Aug 02, 2021

BUY
$77.29 - $93.96 $59,977 - $72,912
776 Added 0.99%
79,023 $7.25 Million
Q1 2021

Apr 27, 2021

SELL
$67.05 - $84.34 $219,119 - $275,623
-3,268 Reduced 4.01%
78,247 $6.08 Million
Q4 2020

Jan 22, 2021

SELL
$47.26 - $68.53 $56,475 - $81,893
-1,195 Reduced 1.44%
81,515 $5.59 Million
Q3 2020

Nov 03, 2020

SELL
$46.42 - $53.25 $132,064 - $151,496
-2,845 Reduced 3.33%
82,710 $4 Million
Q2 2020

Jul 14, 2020

SELL
$31.62 - $50.4 $790 - $1,260
-25 Reduced 0.03%
85,555 $4.13 Million
Q1 2020

Apr 21, 2020

SELL
$27.81 - $57.51 $70,776 - $146,362
-2,545 Reduced 2.89%
85,580 $2.91 Million
Q4 2019

Jan 23, 2020

BUY
$39.82 - $51.12 $29,068 - $37,317
730 Added 0.84%
88,125 $4.51 Million
Q3 2019

Oct 22, 2019

BUY
$39.1 - $45.74 $633,420 - $740,988
16,200 Added 22.75%
87,395 $3.73 Million
Q2 2019

Jul 22, 2019

BUY
$40.69 - $48.46 $437,010 - $520,460
10,740 Added 17.77%
71,195 $3.12 Million
Q1 2019

Apr 15, 2019

BUY
$39.68 - $44.49 $575,161 - $644,882
14,495 Added 31.54%
60,455 $2.55 Million
Q4 2018

Jan 18, 2019

BUY
$37.01 - $47.27 $398,042 - $508,388
10,755 Added 30.55%
45,960 $1.82 Million
Q3 2018

Oct 18, 2018

BUY
$46.57 - $51.05 $361,848 - $396,658
7,770 Added 28.32%
35,205 $1.64 Million
Q2 2018

Aug 07, 2018

SELL
$47.19 - $55.22 $35,864 - $41,967
-760 Reduced 2.7%
27,435 $1.3 Million
Q1 2018

May 08, 2018

BUY
$51.79 - $58.91 $70,175 - $79,823
1,355 Added 5.05%
28,195 $1.52 Million
Q4 2017

Jan 31, 2018

SELL
$48.1 - $53.85 $88,985 - $99,622
-1,850 Reduced 6.45%
26,840 $1.41 Million
Q3 2017

Oct 23, 2017

BUY
$44.01 - $48.31 $1.26 Million - $1.39 Million
28,690
28,690 $1.38 Million

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 $230B
  • 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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