Meritage Portfolio Management lifted its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 2.6% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 34,865 shares of the financial services provider’s stock after acquiring an additional 892 shares during the period. Meritage Portfolio Management’s holdings in […]
Xcel Wealth Management LLC lowered its stake in Morgan Stanley (NYSE:MS – Free Report) by 7.6% during the first quarter, Holdings Channel.com reports. The institutional investor owned 34,210 shares of the financial services provider’s stock after selling 2,823 shares during the period. Morgan Stanley makes up approximately 1.1% of Xcel Wealth Management LLC’s portfolio, making […]
Primoris Wealth Advisors LLC lessened its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 9.8% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,429 shares of the financial services provider’s stock after selling 264 shares during the period. Primoris Wealth Advisors LLC’s holdings […]
Humankind Investments LLC lessened its position in Morgan Stanley (NYSE:MS – Free Report) by 10.0% during the first quarter, Holdings Channel reports. The institutional investor owned 3,323 shares of the financial services provider’s stock after selling 370 shares during the quarter. Humankind Investments LLC’s holdings in Morgan Stanley were worth $292,000 at the end of […]
Xcel Wealth Management LLC cut its position in Morgan Stanley (NYSE:MS – Free Report) by 7.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 34,210 shares of the financial services provider’s stock after selling 2,823 shares during the period. Morgan Stanley makes up 1.1% of […]