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Trump’s “Tax Free” Retirement Strategy
From Gold Safe Exchange   |   Ad
Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.
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MS Insider Trading

Insider Ownership Percentage: 0.24%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $79,485,769.50

Morgan Stanley Insider Trading History Chart

This chart shows the insider buying and selling history at Morgan Stanley by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Morgan Stanley Share Price & Price History

Current Price: $99.38
Price Change: ▲ Price Increase of +0.82 (0.83%)
As of 05/14/2024 01:00 AM ET

This chart shows the closing price history over time for MS up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
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Morgan Stanley Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
4/18/2024James P. GormanChairmanSell100,000$90.21$9,021,000.00414,870View SEC Filing Icon  
4/17/2024Charles Aubrey Smith IIIInsiderSell11,200$90.09$1,009,008.00126,190View SEC Filing Icon  
2/12/2024Andrew M SapersteinInsiderSell26,655$87.19$2,324,049.45286,835View SEC Filing Icon  
2/12/2024James P. GormanChairmanSell100,000$87.30$8,730,000.00350,000View SEC Filing Icon  
1/30/2024Andrew M SapersteinInsiderSell10,000$87.92$879,200.00313,490View SEC Filing Icon  
1/30/2024Raja J. AkramCFOSell4,500$87.41$393,345.0093,134View SEC Filing Icon  
1/25/2024James P. GormanChairmanSell50,000$87.93$4,396,500.00400,000View SEC Filing Icon  
1/19/2024Andrew M SapersteinInsiderSell10,000$84.13$841,300.00323,490View SEC Filing Icon  
1/18/2024Raja J. AkramCFOSell7,000$83.56$584,920.0097,634View SEC Filing Icon  
10/5/2023Stanley MorganMajor ShareholderSell135$50,000.00$6,750,000.00View SEC Filing Icon  
7/24/2023Edward N. PickInsiderSell100,000$94.33$9,433,000.00604,845View SEC Filing Icon  
7/24/2023James P. GormanCEOSell125,000$95.19$11,898,750.001,011,345View SEC Filing Icon  
7/19/2023Charles Aubrey Smith IIIInsiderSell5,600$92.41$517,496.00136,513View SEC Filing Icon  
7/19/2023James P. GormanCEOSell125,000$92.35$11,543,750.001,136,345View SEC Filing Icon  
7/19/2023Raja J. AkramCFOSell13,500$92.00$1,242,000.0082,984View SEC Filing Icon  
6/9/2023Stanley MorganMajor ShareholderSell1,049,889$9.45$9,921,451.058,456,881View SEC Filing Icon  
5/3/2023Thomas H. GlocerDirectorSell4,535$87.11$395,043.8598,110View SEC Filing Icon  
2/13/2023Andrew M SapersteinInsiderSell24,556$98.23$2,412,135.88190,440View SEC Filing Icon  
1/30/2023Daniel A SimkowitzInsiderSell15,133$96.20$1,455,794.60323,398View SEC Filing Icon  
1/25/2023Alistair DarlingDirectorSell2,000$94.70$189,400.0034,465View SEC Filing Icon  
1/18/2023Daniel A SimkowitzInsiderSell44,910$97.05$4,358,515.50348,531View SEC Filing Icon  
1/18/2023James P. GormanCEOSell250,000$96.93$24,232,500.001,112,348View SEC Filing Icon  
1/18/2023Raja J. AkramCFOSell5,100$97.00$494,700.00118,558View SEC Filing Icon  
7/28/2022Stanley MorganMajor ShareholderBuy8,598$8.41$72,309.188,598View SEC Filing Icon  
5/12/2022Stephen J. LuczoDirectorBuy25,000$79.30$1,982,500.00179,449View SEC Filing Icon  
2/8/2022Andrew M SapersteinInsiderSell17,162$105.70$1,814,023.40View SEC Filing Icon  
1/31/2022Daniel A SimkowitzInsiderSell18,414$102.56$1,888,539.84View SEC Filing Icon  
1/26/2022Jonathan M. PruzanCOOSell18,414$101.05$1,860,734.70View SEC Filing Icon  
1/20/2022Andrew M SapersteinInsiderSell15,471$96.80$1,497,592.80View SEC Filing Icon  
11/9/2021Alistair DarlingDirectorSell1,000$99.46$99,460.00View SEC Filing Icon  
7/21/2021Sharon YeshayaCFOSell2,500$95.64$239,100.0024,895View SEC Filing Icon  
7/16/2021Andrew M SapersteinInsiderSell11,465$92.97$1,065,901.05View SEC Filing Icon  
7/16/2021Andrew M. SapersteinInsiderSell11,465$92.97$1,065,901.05173,075View SEC Filing Icon  
See Full Table
Trump’s “Tax Free” Retirement Strategy
From Gold Safe Exchange   |   Ad
Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.
Protect your retirement savings from the inevitable devaluation of the dollar…

SEC Filings (Institutional Ownership Changes) for Morgan Stanley (NYSE:MS)

84.19% of Morgan Stanley stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at MS by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Morgan Stanley Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Carlson Capital L P39,500$3.72M0.3%N/A0.002%Search for SEC Filing on Google Icon
5/14/2024Freestone Capital Holdings LLC2,691$0.25M0.0%-37.1%0.000%Search for SEC Filing on Google Icon
5/14/2024CreativeOne Wealth LLC8,810$0.83M0.0%+143.6%0.001%Search for SEC Filing on Google Icon
5/14/2024EntryPoint Capital LLC1,296$0.12M0.1%N/A0.000%Search for SEC Filing on Google Icon
5/14/2024Sculati Wealth Management LLC35,013$3.30M1.4%-3.9%0.002%Search for SEC Filing on Google Icon
5/14/2024Fayez Sarofim & Co1,158,776$109.11M0.3%-20.6%0.071%Search for SEC Filing on Google Icon
5/14/2024LGT Group Foundation19,191$1.81M0.0%+26.3%0.001%Search for SEC Filing on Google Icon
5/14/2024Shell Asset Management Co.2,391$0.23M0.0%-38.1%0.000%Search for SEC Filing on Google Icon
5/14/2024Payden & Rygel Investment Group212,600$20.02M0.9%N/A0.013%Search for SEC Filing on Google Icon
5/14/2024Crewe Advisors LLC2,726$0.26M0.0%N/A0.000%Search for SEC Filing on Google Icon
5/14/2024MQS Management LLC6,087$0.57M0.3%N/A0.000%Search for SEC Filing on Google Icon
5/14/2024Ossiam229,007$21.56M0.4%-37.8%0.014%Search for SEC Filing on Google Icon
5/14/2024Natixis92,602$8.72M0.0%-89.2%0.006%Search for SEC Filing on Google Icon
5/14/2024InterOcean Capital Group LLC10,289$0.97M0.0%-2.9%0.001%Search for SEC Filing on Google Icon
5/14/2024Pitcairn Co.33,861$3.19M0.2%-10.3%0.002%Search for SEC Filing on Google Icon
5/14/2024Healthcare of Ontario Pension Plan Trust Fund125,000$11.77M0.0%-49.6%0.008%Search for SEC Filing on Google Icon
5/14/2024CANADA LIFE ASSURANCE Co1,420,042$133.76M0.3%+6.8%0.087%Search for SEC Filing on Google Icon
5/14/2024American International Group Inc.376,736$35.47M0.1%-1.5%0.023%Search for SEC Filing on Google Icon
5/14/2024Lake Street Advisors Group LLC35,077$3.30M0.2%+345.1%0.002%Search for SEC Filing on Google Icon
5/13/2024Bessemer Group Inc.779,451$73.39M0.1%+433.4%0.048%Search for SEC Filing on Google Icon
5/13/2024New Age Alpha Advisors LLC25,000$2.35M1.4%-0.6%0.002%Search for SEC Filing on Google Icon
5/13/2024UniSuper Management Pty Ltd754,631$71.06M0.7%+2.4%0.046%Search for SEC Filing on Google Icon
5/13/2024Clearbridge Investments LLC649,871$61.19M0.0%-3.6%0.040%Search for SEC Filing on Google Icon
5/13/2024Cedar Wealth Management LLC684$64K0.0%+29.8%0.000%Search for SEC Filing on Google Icon
5/13/2024Texas Capital Bank Wealth Management Services Inc79,013$7.44M0.8%+17.2%0.005%Search for SEC Filing on Google Icon
5/13/2024Texas Capital Bancshares Inc TX9,390$0.88M0.4%+35.3%0.001%Search for SEC Filing on Google Icon
5/13/2024O Shaughnessy Asset Management LLC194,537$18.32M0.2%+11.4%0.012%Search for SEC Filing on Google Icon
5/13/2024Ameritas Investment Partners Inc.49,616$4.67M0.2%+7.5%0.003%Search for SEC Filing on Google Icon
5/13/2024Penobscot Investment Management Company Inc.13,071$1.23M0.1%+5.4%0.001%Search for SEC Filing on Google Icon
5/11/2024Resurgent Financial Advisors LLC7,145$0.67M0.4%-17.5%0.000%Search for SEC Filing on Google Icon
5/11/2024Covestor Ltd1,409$0.13M0.1%+110.3%0.000%Search for SEC Filing on Google Icon
5/11/2024Beaumont Financial Advisors LLC2,272$0.21M0.0%-10.0%0.000%Search for SEC Filing on Google Icon
5/11/2024Orion Capital Management LLC8,844$0.83M0.4%+3.5%0.001%Search for SEC Filing on Google Icon
5/11/2024Ironwood Investment Counsel LLC15,974$1.50M0.3%+3.1%0.001%Search for SEC Filing on Google Icon
5/11/2024Jacobi Capital Management LLC3,298$0.31M0.0%+30.7%0.000%Search for SEC Filing on Google Icon
5/11/2024Edgestream Partners L.P.4,303$0.41M0.0%+58.0%0.000%Search for SEC Filing on Google Icon
5/10/2024Allstate Corp3,884$0.37M0.0%-6.9%0.000%Search for SEC Filing on Google Icon
5/10/2024Ontario Teachers Pension Plan Board5,816,843$547.71M4.7%+5.8%0.358%Search for SEC Filing on Google Icon
5/10/2024Osaic Holdings Inc.183,922$17.32M0.0%-37.5%0.011%Search for SEC Filing on Google Icon
5/10/2024Connors Investor Services Inc.235,830$22.21M2.3%+0.3%0.014%Search for SEC Filing on Google Icon
5/10/2024Acadian Asset Management LLC1,248$0.12M0.0%-72.6%0.000%Search for SEC Filing on Google Icon
5/10/2024TIAA Trust National Association48,206$4.54M0.0%-70.1%0.003%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.108,436,118$10.21B0.2%-0.6%6.666%Search for SEC Filing on Google Icon
5/10/2024Cornerstone Advisors LLC90,200$8.49M0.4%-5.8%0.006%Search for SEC Filing on Google Icon
5/10/2024Viawealth LLC2,968$0.28M0.2%-11.9%0.000%Search for SEC Filing on Google Icon
5/10/2024Intech Investment Management LLC74,544$7.02M0.1%-73.2%0.005%Search for SEC Filing on Google Icon
5/10/2024Hoey Investments Inc.20,335$1.92M0.4%-2.0%0.001%Search for SEC Filing on Google Icon
5/10/2024Nicolet Advisory Services LLC6,877$0.65M0.1%-16.8%0.000%Search for SEC Filing on Google Icon
5/10/2024Mitsubishi UFJ Trust & Banking Corp610,501$57.48M0.1%-7.2%0.038%Search for SEC Filing on Google Icon
5/10/2024Pinnacle Wealth Planning Services Inc.3,829$0.36M0.1%-57.2%0.000%Search for SEC Filing on Google Icon
5/10/2024First Foundation Advisors6,521$0.61M0.0%-2.7%0.000%Search for SEC Filing on Google Icon
5/10/2024Banco Santander S.A.92,122$8.67M0.1%-1.5%0.006%Search for SEC Filing on Google Icon
5/10/2024Tocqueville Asset Management L.P.14,839$1.40M0.0%+12.6%0.001%Search for SEC Filing on Google Icon
5/10/2024TCTC Holdings LLC23,372$2.20M0.1%-0.7%0.001%Search for SEC Filing on Google Icon
5/10/20241ST Source Bank15,835$1.49M0.1%-0.8%0.001%Search for SEC Filing on Google Icon
5/10/2024Wintrust Investments LLC15,633$1.47M0.1%-2.6%0.001%Search for SEC Filing on Google Icon
5/10/2024GM Advisory Group LLC4,583$0.43M0.0%-17.5%0.000%Search for SEC Filing on Google Icon
5/10/2024Glaxis Capital Management LLC5,000$0.47M0.9%N/A0.000%Search for SEC Filing on Google Icon
5/10/2024Trust Investment Advisors16,559$1.56M1.1%-3.2%0.001%Search for SEC Filing on Google Icon
5/10/2024Banco BTG Pactual S.A.10,000$0.93M0.2%-50.6%0.001%Search for SEC Filing on Google Icon
5/9/2024Forum Financial Management LP18,896$1.78M0.0%-0.8%0.001%Search for SEC Filing on Google Icon
5/9/2024Dorsey & Whitney Trust CO LLC13,048$1.23M0.1%+2.7%0.001%Search for SEC Filing on Google Icon
5/9/2024Blair William & Co. IL164,752$15.51M0.0%+1.7%0.010%Search for SEC Filing on Google Icon
5/9/2024Wilkins Investment Counsel Inc.15,570$1.47M0.2%N/A0.001%Search for SEC Filing on Google Icon
5/9/2024Lord Abbett & CO. LLC1,949,578$183.57M0.6%-30.4%0.120%Search for SEC Filing on Google Icon
5/9/2024Maple Capital Management Inc.257,220$24.22M2.2%+2.7%0.016%Search for SEC Filing on Google Icon
5/9/2024Kingsview Wealth Management LLC5,574$0.53M0.0%-11.0%0.000%Search for SEC Filing on Google Icon
5/9/2024Beacon Investment Advisory Services Inc.229,645$21.62M0.9%+1.7%0.014%Search for SEC Filing on Google Icon
5/9/2024Ledyard National Bank4,491$0.42M0.0%-5.3%0.000%Search for SEC Filing on Google Icon
5/9/2024SageView Advisory Group LLC590$56K0.0%-94.6%0.000%Search for SEC Filing on Google Icon
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.1,469,432$138.36M0.2%+21.3%0.090%Search for SEC Filing on Google Icon
5/9/2024Angeles Wealth Management LLC3,979$0.38M0.0%+42.7%0.000%Search for SEC Filing on Google Icon
5/9/2024Interchange Capital Partners LLC2,410$0.23M0.2%-4.4%0.000%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System1,421,155$124.78M0.2%+11.3%0.087%Search for SEC Filing on Google Icon
5/9/2024Rogco LP4,834$0.46M0.2%+13.4%0.000%Search for SEC Filing on Google Icon
5/9/2024Koshinski Asset Management Inc.13,639$1.28M0.1%-32.7%0.001%Search for SEC Filing on Google Icon
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.155,447$14.64M0.0%-4.5%0.010%Search for SEC Filing on Google Icon
5/8/2024Edmond DE Rothschild Holding S.A.15,898$1.50M0.0%-86.0%0.001%Search for SEC Filing on Google Icon
5/8/2024J.P. Marvel Investment Advisors LLC200,512$18.88M3.3%-0.1%0.012%Search for SEC Filing on Google Icon
5/8/2024MAI Capital Management186,663$17.58M0.2%+5.2%0.011%Search for SEC Filing on Google Icon
5/8/2024Bleakley Financial Group LLC23,575$2.22M0.1%+2.0%0.001%Search for SEC Filing on Google Icon
5/8/2024Great Diamond Partners LLC17,548$1.65M0.4%+1.1%0.001%Search for SEC Filing on Google Icon
5/8/2024ProShare Advisors LLC242,711$22.85M0.1%-7.0%0.015%Search for SEC Filing on Google Icon
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS275,024$25.90M0.2%-0.6%0.017%Search for SEC Filing on Google Icon
5/8/2024Avantax Advisory Services Inc.74,827$7.05M0.1%+2.6%0.005%Search for SEC Filing on Google Icon
5/8/2024US Bancorp DE783,886$73.81M0.1%+2.3%0.048%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.886,705$83.41M0.1%-4.4%0.055%Search for SEC Filing on Google Icon
5/8/2024QRG Capital Management Inc.224,109$21.10M0.3%-8.9%0.014%Search for SEC Filing on Google Icon
5/8/2024Legacy Capital Group California Inc.5,689$0.54M0.2%-3.7%0.000%Search for SEC Filing on Google Icon
5/8/2024New Republic Capital LLC102,103$9.61M6.1%+0.2%0.006%Search for SEC Filing on Google Icon
5/8/2024Williams Jones Wealth Management LLC.17,084$1.61M0.0%-6.5%0.001%Search for SEC Filing on Google Icon
5/7/2024Meeder Advisory Services Inc.18,386$1.73M0.2%+2.2%0.001%Search for SEC Filing on Google Icon
5/7/2024Meeder Asset Management Inc.4,470$0.42M0.0%+9.7%0.000%Search for SEC Filing on Google Icon
5/7/2024NorthRock Partners LLC11,489$1.08M0.1%+60.7%0.001%Search for SEC Filing on Google Icon
5/7/2024Fiduciary Family Office LLC3,341$0.32M0.1%+41.0%0.000%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.517,891$48.76M0.1%+1.9%0.032%Search for SEC Filing on Google Icon
5/7/2024Bedel Financial Consulting Inc.3,053$0.29M0.0%-9.5%0.000%Search for SEC Filing on Google Icon
5/7/2024Chilton Capital Management LLC331,500$31.21M1.5%+7.7%0.020%Search for SEC Filing on Google Icon
5/7/2024Concurrent Investment Advisors LLC10,644$1M0.0%+9.6%0.001%Search for SEC Filing on Google Icon
5/7/2024Nixon Peabody Trust Co.115,965$10.92M1.0%+5.6%0.007%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Morgan Stanley logo
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 Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides equity and fixed income products comprising sales, financing, prime brokerage, and market-making services; foreign exchange and commodities; corporate and commercial real estate loans, commercial mortgage and secured lending facilities, and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage, custody, administrative, and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, alternatives and solutions, and liquidity and overlay services to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, third-party fund sponsors, corporations, and individuals through institutional and intermediary channels. The company was founded in 1924 and is headquartered in New York, New York.
Read More on Morgan Stanley

Today's Range

Now: $99.38
Low: $98.77
High: $100.18

50 Day Range

MA: $91.53
Low: $85.67
High: $98.56

52 Week Range

Now: $99.38
Low: $69.42
High: $100.18

Volume

6,210,843 shs

Average Volume

8,312,817 shs

Market Capitalization

$161.51 billion

P/E Ratio

18.10

Dividend Yield

3.46%

Beta

1.41

Who are the company insiders with the largest holdings of Morgan Stanley?

Morgan Stanley's top insider investors include:
  1. Stanley Morgan (Major Shareholder)
  2. James P Gorman (CEO)
  3. Edward N Pick (Insider)
  4. James P Gorman (Chairman)
  5. Daniel A Simkowitz (Insider)
  6. Andrew M Saperstein (Insider)
  7. Charles Aubrey Smith III (Insider)
  8. Raja Akram (CFO)
  9. Thomas H Glocer (Director)
  10. Alistair Darling (Director)
Learn More about top insider investors at Morgan Stanley.

Who are the major institutional investors of Morgan Stanley?

Morgan Stanley's top institutional shareholders include:
  1. Vanguard Group Inc. — 6.67%
  2. Bank of New York Mellon Corp — 0.77%
  3. Ontario Teachers Pension Plan Board — 0.36%
  4. Principal Financial Group Inc. — 0.29%
  5. Sumitomo Mitsui Trust Holdings Inc. — 0.18%
  6. Nordea Investment Management AB — 0.14%
Learn More about top institutional investors of Morgan Stanley stock.

Which major investors are selling Morgan Stanley stock?

In the last quarter, MS stock was sold by these institutional investors:
  1. Bank of New York Mellon Corp
  2. LSV Asset Management
  3. Lord Abbett & CO. LLC
  4. Natixis
  5. Vanguard Group Inc.
  6. Sapient Capital LLC
  7. Principal Financial Group Inc.
  8. OFI Invest Asset Management
Within the last year, company insiders that have sold Morgan Stanley company stock include:
  1. Stanley Morgan (Major Shareholder)
  2. James P Gorman (CEO)
  3. Edward N Pick (Insider)
  4. James P Gorman (Chairman)
  5. Daniel A Simkowitz (Insider)
  6. Andrew M Saperstein (Insider)
  7. Charles Aubrey Smith III (Insider)
Learn More investors selling Morgan Stanley stock.

Which major investors are buying Morgan Stanley stock?

Within the previous quarter, MS stock was bought by institutional investors including:
  1. Focused Investors Fund L P
  2. International Assets Investment Management LLC
  3. Bessemer Group Inc.
  4. Ontario Teachers Pension Plan Board
  5. Nordea Investment Management AB
  6. Mn Services Vermogensbeheer B.V.
  7. Mitsubishi UFJ Asset Management Co. Ltd.
  8. Twin Tree Management LP
Trump’s “Tax Free” Retirement Strategy
From Gold Safe Exchange   |   Ad
Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.
Protect your retirement savings from the inevitable devaluation of the dollar…