Providence Capital Advisors, LLC MS Holdings History
Providence Capital Advisors, LLC's Morgan Stanley Holding Summary
As of 2025-03-31, Providence Capital Advisors, LLC held 43,100.00 shares of Morgan Stanley(MS), totaling $5.03 Mil. This investment constitutes 1.05% of their stock portfolio, and Providence Capital Advisors, LLC now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2018Q3. And since then Providence Capital Advisors, LLC has made 11 purchases of MS, at an average price of $76.57, for a total of 292,428.00 shares. In addition, there have been 5 sales at an average price of $64.95 for 249,328.00 shares. Based on historical transaction data and MS's current price of $142.21, Providence Capital Advisors, LLC's estimated gain on his MS holdings is $-67,722.60, reflecting a -0.30% gain to date.
Providence Capital Advisors, LLC MS ($142.21) Holding Chart
Providence Capital Advisors, LLC MS ($142.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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