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Morgan Stanley (NYSE:MS) Shares Sold by Shell Asset Management Co.

Shell Asset Management Co. cut its holdings in shares of Morgan Stanley (NYSE:MS – Get Rating) by 14.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 37,563 shares of the financial services provider’s stock after selling 6,527 shares during […]
Morgan Stanley Andrewm Saperstein Daniela Simkowitz Wolfe Research My Personal Moisand Fitzgerald Tamayo

iShares MSCI EAFE ETF (NYSEARCA:EFA) is Strategic Wealth Partners Group LLC's 9th Largest Position

Metis Global Partners LLC increased its holdings in Morgan Stanley (NYSE:MS – Get Rating) by 102.0% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 39,491 shares of the financial services provider’s stock after buying an additional 19,939 shares during the quarter. Metis Global Partners LLC’s holdings […]
Andrewm Saperstein Morgan Stanley Daniela Simkowitz Deutsche Bank Aktiengesellschaft Capital Investment Advisory Services Clearstead Advisors

Vantage Financial Partners Ltd. Inc. Has $697,000 Stake in Morgan Stanley (NYSE:MS)

Vantage Financial Partners Ltd. Inc. grew its stake in Morgan Stanley (NYSE:MS – Get Rating) by 10.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,200 shares of the financial services provider’s stock after purchasing an additional 800 shares during the period. […]
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Source: wkrb13.com

Morgan Stanley (NYSE:MS) Shares Purchased by Avidian Wealth Solutions LLC

Avidian Wealth Solutions LLC increased its holdings in shares of Morgan Stanley (NYSE:MS – Get Rating) by 62.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,760 shares of the financial services provider’s stock after acquiring an additional 3,751 shares during […]
Andrewm Saperstein Daniela Simkowitz Baird Financial Group Inc Wolfe Research Covestor Ltd Morgan Stanley

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Bogart Wealth LLC Boosts Stock Holdings in Morgan Stanley (NYSE:MS)

Bogart Wealth LLC grew its position in Morgan Stanley (NYSE:MS – Get Rating) by 12.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,561 shares of the financial services provider’s stock after purchasing an additional 171 shares during […]
Andrewm Saperstein Daniela Simkowitz Securities Exchange Commission My Personal Morgan Stanley Moisand Fitzgerald Tamayo

Palisade Asset Management LLC Has $2.52 Million Stake in Morgan Stanley (NYSE:MS)

Palisade Asset Management LLC lifted its holdings in Morgan Stanley (NYSE:MS – Get Rating) by 1.8% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 29,616 shares of the financial services provider’s stock after buying an additional 522 shares during the period. Palisade Asset […]
Daniela Simkowitz Andrewm Saperstein Moisand Fitzgerald Tamayo Palisade Asset Management Credit Suisse Group Mcelhenny Sheffield Capital Management

Lansing Street Advisors Buys 115 Shares of Morgan Stanley (NYSE:MS)

Lansing Street Advisors raised its holdings in shares of Morgan Stanley (NYSE:MS – Get Rating) by 1.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,425 shares of the financial services provider’s stock after purchasing an additional 115 shares during the period. […]
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Lebenthal Global Advisors LLC Decreases Stake in Morgan Stanley (NYSE:MS)

Lebenthal Global Advisors LLC reduced its holdings in Morgan Stanley (NYSE:MS – Get Rating) by 15.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 8,175 shares of the financial services provider’s stock after selling 1,528 shares during the period. Lebenthal Global Advisors LLC’s holdings in Morgan Stanley were worth $695,000 at the end […]
Morgan Stanley Andrewm Saperstein Daniela Simkowitz My Personal Deutsche Bank Aktiengesellschaft Accurate Wealth Management

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