A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 23,212 shares of MS stock, worth $2.94 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
23,212
Previous 25,508 9.0%
Holding current value
$2.94 Million
Previous $2.38 Million 8.12%
% of portfolio
0.06%
Previous 0.07%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$83.9 - $94.16 $192,634 - $216,191
-2,296 Reduced 9.0%
23,212 $2.19 Million
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $785,100 - $1.04 Million
-11,152 Reduced 30.42%
25,508 $2.38 Million
Q3 2023

Nov 06, 2023

BUY
$81.65 - $94.67 $1.5 Million - $1.73 Million
18,314 Added 99.83%
36,660 $2.99 Million
Q2 2023

Aug 08, 2023

SELL
$81.22 - $91.12 $9.87 Million - $11.1 Million
-121,469 Reduced 86.88%
18,346 $1.57 Million
Q1 2023

May 05, 2023

SELL
$83.95 - $100.83 $272,921 - $327,798
-3,251 Reduced 2.27%
139,815 $12.3 Million
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $12,499 - $15,444
166 Added 0.12%
143,066 $12.2 Million
Q3 2022

Oct 31, 2022

BUY
$21.84 - $90.15 $83,887 - $346,266
3,841 Added 2.76%
142,900 $11.3 Million
Q2 2022

Aug 03, 2022

BUY
$72.9 - $90.61 $39,584 - $49,201
543 Added 0.39%
139,059 $10.6 Million
Q1 2022

May 05, 2022

BUY
$83.31 - $108.73 $98,555 - $128,627
1,183 Added 0.86%
138,516 $11.6 Million
Q4 2021

Feb 08, 2022

BUY
$94.82 - $104.66 $259,427 - $286,349
2,736 Added 2.03%
137,333 $13.5 Million
Q3 2021

Nov 04, 2021

SELL
$87.64 - $105.45 $89,918 - $108,191
-1,026 Reduced 0.76%
134,597 $13.1 Million
Q2 2021

Aug 04, 2021

BUY
$77.29 - $93.96 $302,435 - $367,665
3,913 Added 2.97%
135,623 $12.4 Million
Q1 2021

May 11, 2021

BUY
$67.05 - $84.34 $388,085 - $488,159
5,788 Added 4.6%
131,710 $10.2 Million
Q4 2020

Feb 12, 2021

BUY
$47.26 - $68.53 $362,153 - $525,145
7,663 Added 6.48%
125,922 $8.63 Million
Q3 2020

Nov 12, 2020

BUY
$46.42 - $53.25 $312,360 - $358,319
6,729 Added 6.03%
118,259 $5.72 Million
Q2 2020

Jul 31, 2020

BUY
$31.62 - $50.4 $509,651 - $812,347
16,118 Added 16.89%
111,530 $5.39 Million
Q1 2020

May 06, 2020

BUY
$27.81 - $57.51 $472,019 - $976,117
16,973 Added 21.64%
95,412 $3.24 Million
Q4 2019

Feb 13, 2020

BUY
$39.82 - $51.12 $209,731 - $269,249
5,267 Added 7.2%
78,439 $4.01 Million
Q3 2019

Nov 06, 2019

SELL
$39.1 - $45.74 $84,456 - $98,798
-2,160 Reduced 2.87%
73,172 $3.12 Million
Q2 2019

Aug 07, 2019

BUY
$40.69 - $48.46 $188,516 - $224,515
4,633 Added 6.55%
75,332 $3.3 Million
Q1 2019

May 13, 2019

BUY
$39.68 - $44.49 $289,902 - $325,043
7,306 Added 11.52%
70,699 $0
Q4 2018

Feb 08, 2019

SELL
$37.01 - $47.27 $22,724 - $29,023
-614 Reduced 0.96%
63,393 $2.51 Million
Q3 2018

Nov 14, 2018

BUY
$46.57 - $51.05 $151,818 - $166,423
3,260 Added 5.37%
64,007 $2.98 Million
Q2 2018

Aug 08, 2018

BUY
$47.19 - $55.22 $107,026 - $125,238
2,268 Added 3.88%
60,747 $2.88 Million
Q1 2018

May 15, 2018

BUY
$51.79 - $58.91 $66,084 - $75,169
1,276 Added 2.23%
58,479 $3.16 Million
Q4 2017

Feb 07, 2018

SELL
$48.1 - $53.85 $46,031 - $51,534
-957 Reduced 1.65%
57,203 $3 Million
Q3 2017

Nov 13, 2017

SELL
$44.01 - $48.31 $46,078 - $50,580
-1,047 Reduced 1.77%
58,160 $2.8 Million
Q2 2017

Aug 15, 2017

BUY
N/A
59,207
59,207 $2.64 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 $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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