Morgan Stanley
MS Real Time Price USD
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Overview
Financials
Forecast
Insiders
Institutions
Government
Ownership
News
Income
Balance Sheet
Cash Flow
Revenue Breakdown
Recent trades of MS by members of U.S. Congress
MS Stock Insider Trading Activity
Follow @QuiverQuant for major insider updates
Closing Price
Purchase
Sale
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Shares Held
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Reported
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MS Stock Institutional Owners
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Investor
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Shares
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Change in Shares
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Market Value
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Reported
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MS Derivatives Institutional Owners
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Investor
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Market Value
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Recently reported changes by institutional investors
Quarterly net insider trading by MS's directors and management
* Insider trading data parsed from SEC Form 4 filings by Quiver Quantitative. Sign up for the Quiver API for real-time access.
- 1M
- 3M
- 6M
- YTD
- 1Y
- 2Y
- 5Y
- MAX
About
Backtest Start Date
Key Metrics
Return (1d)
Return (30d)
Return (1Y)
CAGR (Total)
Max Drawdown
Beta
Alpha
Sharpe Ratio
Win Rate
Average Win
Average Loss
Annual Volatility
Annual Std Dev
Information Ratio
Treynor Ratio
Total Trades
Metrics Definitions
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Alpha
Measures a portfolio's risk-adjusted performance against that of its benchmark
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Annual Standard Deviation
Measures how much the portfolio's total return varies from its mean or average.
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Annual Volatility
A statistical measure of the dispersion of returns for the portfolio.
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Average Win
The average return (%) for trades that resulted in a positive return.
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Average Loss
The average return (%) for trades that resulted in a negative return.
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Beta
A measure of the volatility of the portfolio compared to the market as a whole.
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CAGR
CAGR (Compounded Annual Growth Rate), is the historical annualized rate of return for an investment strategy, throughout the backtest period.
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Information Ratio
A measurement of portfolio returns beyond the returns of its benchmark compared to the volatility of those returns.
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Max Drawdown
the maximum observed loss from a peak to a trough of a portfolio, before a new peak is attained.
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Sharpe Ratio
The Sharpe Ratio is a measure of historical risk-adjusted return, which quantifies the amount of return that an investor received per unit of risk.
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Total Trades
The total number of trades made by this strategy.
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Treynor Ratio
Attempts to measure how successful an investment is in providing compensation to investors for taking on investment risk.
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Win Rate
The percentage of total trades that resulted in a positive return.
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Government lobbying spending instances
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$720,000 Apr 21, 2025 Issue: Banking Financial Institutions/Investments/Securities Trade (domestic/foreign) Taxation/Internal Revenue Code
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$1,570,000 Jan 21, 2025 Issue: Taxation/Internal Revenue Code Banking Financial Institutions/Investments/Securities Trade (domestic/foreign)
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$1,130,000 Oct 21, 2024 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Financial Institutions/Investments/Securities Banking
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$490,000 Jul 19, 2024 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Financial Institutions/Investments/Securities Banking
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$1,860,000 Apr 22, 2024 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Financial Institutions/Investments/Securities Banking
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$1,150,000 Jan 22, 2024 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Financial Institutions/Investments/Securities Banking
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$610,000 Oct 20, 2023 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Financial Institutions/Investments/Securities Banking
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$550,000 Jul 20, 2023 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Financial Institutions/Investments/Securities Banking
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$780,000 Jan 20, 2023 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Financial Institutions/Investments/Securities Banking
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$650,000 Oct 20, 2022 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Financial Institutions/Investments/Securities Banking
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$500,000 Jul 20, 2022 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Financial Institutions/Investments/Securities Banking
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$530,000 Apr 20, 2022 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Financial Institutions/Investments/Securities Banking
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$830,000 Jan 20, 2022 Issue: None
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$440,000 Oct 20, 2021 Issue: None
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$510,000 Jul 20, 2021 Issue: None
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$540,000 Apr 20, 2021 Issue: None
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$500,000 Jan 20, 2021 Issue: None
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$470,000 Oct 20, 2020 Issue: None
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$540,000 Jul 20, 2020 Issue: None
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$560,000 Apr 20, 2020 Issue: None
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$810,000 Jan 21, 2020 Issue: None
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$630,000 Oct 21, 2019 Issue: Taxation/Internal Revenue Code Banking Trade (domestic/foreign) Financial Institutions/Investments/Securities
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$610,000 Jul 19, 2019 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign)
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$560,000 Apr 18, 2019 Issue: Banking Trade (domestic/foreign) Financial Institutions/Investments/Securities Taxation/Internal Revenue Code
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$570,000 Jan 18, 2019 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Trade (domestic/foreign) Banking
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$550,000 Oct 19, 2018 Issue: Taxation/Internal Revenue Code Banking Financial Institutions/Investments/Securities Trade (domestic/foreign)
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$670,000 Jul 20, 2018 Issue: Financial Institutions/Investments/Securities Banking Taxation/Internal Revenue Code Trade (domestic/foreign)
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$520,000 Apr 20, 2018 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign)
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$550,000 Jan 19, 2018 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Trade (domestic/foreign) Banking
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$490,000 Oct 20, 2017 Issue: Taxation/Internal Revenue Code Banking Financial Institutions/Investments/Securities Trade (domestic/foreign)
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$660,000 Jul 20, 2017 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Trade (domestic/foreign) Banking
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$500,000 Apr 20, 2017 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Trade (domestic/foreign) Banking
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$680,000 Jan 23, 2017 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Financial Institutions/Investments/Securities Banking
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$580,000 Oct 20, 2016 Issue: Taxation/Internal Revenue Code Banking Financial Institutions/Investments/Securities Trade (domestic/foreign)
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$560,000 Jul 20, 2016 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Banking Financial Institutions/Investments/Securities
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$680,000 Apr 20, 2016 Issue: Banking Trade (domestic/foreign) Taxation/Internal Revenue Code Financial Institutions/Investments/Securities
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$590,000 Jan 20, 2016 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign)
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$590,000 Oct 20, 2015 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Trade (domestic/foreign) Banking
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$740,000 Jul 20, 2015 Issue: Banking Trade (domestic/foreign) Taxation/Internal Revenue Code Financial Institutions/Investments/Securities
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$530,000 Apr 20, 2015 Issue: Banking Trade (domestic/foreign) Financial Institutions/Investments/Securities Taxation/Internal Revenue Code
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$1,630,000 Jan 20, 2015 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign)
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$1,030,000 Oct 20, 2014 Issue: Financial Institutions/Investments/Securities Banking Taxation/Internal Revenue Code Trade (domestic/foreign)
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$1,090,000 Jul 21, 2014 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign)
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$1,070,000 Apr 21, 2014 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Trade (domestic/foreign) Banking
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$1,170,000 Jan 21, 2014 Issue: Financial Institutions/Investments/Securities Banking Trade (domestic/foreign) Taxation/Internal Revenue Code
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$870,000 Oct 18, 2013 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign)
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$970,000 Jul 19, 2013 Issue: Financial Institutions/Investments/Securities Trade (domestic/foreign) Taxation/Internal Revenue Code Banking
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$1,030,000 Apr 19, 2013 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Financial Institutions/Investments/Securities Banking
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$780,000 Jan 18, 2013 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign)
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$880,000 Oct 19, 2012 Issue: Banking Trade (domestic/foreign) Financial Institutions/Investments/Securities Taxation/Internal Revenue Code
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$1,030,000 Jul 20, 2012 Issue: Taxation/Internal Revenue Code Banking Financial Institutions/Investments/Securities Trade (domestic/foreign)
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$660,000 Apr 20, 2012 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign)
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$800,000 Jan 20, 2012 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign)
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$750,000 Oct 20, 2011 Issue: Trade (domestic/foreign) Financial Institutions/Investments/Securities Taxation/Internal Revenue Code Banking Copyright/Patent/Trademark
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$760,000 Jul 20, 2011 Issue: Copyright/Patent/Trademark Banking Financial Institutions/Investments/Securities Taxation/Internal Revenue Code Trade (domestic/foreign)
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$740,000 Apr 20, 2011 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign)
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$560,000 Jan 20, 2011 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign)
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$650,000 Oct 20, 2010 Issue: Taxation/Internal Revenue Code Banking Trade (domestic/foreign) Financial Institutions/Investments/Securities
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$770,000 Jul 20, 2010 Issue: Taxation/Internal Revenue Code Banking Financial Institutions/Investments/Securities Trade (domestic/foreign)
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$770,000 Jul 20, 2010 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Trade (domestic/foreign) Banking
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$790,000 Jan 20, 2010 Issue: Banking Trade (domestic/foreign) Financial Institutions/Investments/Securities Taxation/Internal Revenue Code Bankruptcy
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$720,000 Oct 20, 2009 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Bankruptcy Trade (domestic/foreign) Banking
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$830,000 Jul 17, 2009 Issue: Bankruptcy Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign)
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$540,000 Apr 15, 2009 Issue: Financial Institutions/Investments/Securities Banking Trade (domestic/foreign) Taxation/Internal Revenue Code Bankruptcy
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$520,000 Jan 16, 2009 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Trade (domestic/foreign) Bankruptcy Banking
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$690,000 Oct 17, 2008 Issue: Taxation/Internal Revenue Code Trade (domestic/foreign) Banking Financial Institutions/Investments/Securities Bankruptcy
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$690,000 Jul 21, 2008 Issue: Financial Institutions/Investments/Securities Trade (domestic/foreign) Taxation/Internal Revenue Code Banking Bankruptcy
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$600,000 Jun 27, 2008 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Trade (domestic/foreign) Banking
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$1,140,000 Jun 27, 2008 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign)
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$1,220,000 Aug 01, 2007 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Banking Trade (domestic/foreign) Postal
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$1,260,000 Feb 14, 2007 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Trade (domestic/foreign) Postal Banking
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$1,460,000 Aug 17, 2006 Issue: Trade (domestic/foreign) Banking Financial Institutions/Investments/Securities Taxation/Internal Revenue Code
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$1,240,000 Feb 09, 2006 Issue: Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Trade (domestic/foreign) Banking
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$1,040,000 Aug 15, 2005 Issue: Trade (domestic/foreign) Banking Financial Institutions/Investments/Securities Taxation/Internal Revenue Code Bankruptcy
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$1,160,000 Feb 23, 2005 Issue: Trade (domestic/foreign) Banking Financial Institutions/Investments/Securities Taxation/Internal Revenue Code Bankruptcy
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$1,020,000 Aug 18, 2004 Issue: Trade (domestic/foreign) Banking Financial Institutions/Investments/Securities Taxation/Internal Revenue Code Bankruptcy
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$1,040,000 Apr 19, 2004 Issue: Trade (domestic/foreign) Banking Financial Institutions/Investments/Securities Taxation/Internal Revenue Code Bankruptcy
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$960,000 Aug 21, 2003 Issue: Trade (domestic/foreign) Banking Bankruptcy Financial Institutions/Investments/Securities Taxation/Internal Revenue Code
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$800,000 Feb 24, 2003 Issue: Trade (domestic/foreign) Banking Financial Institutions/Investments/Securities Taxation/Internal Revenue Code Bankruptcy
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$740,000 Aug 14, 2002 Issue: Bankruptcy Taxation/Internal Revenue Code Financial Institutions/Investments/Securities Trade (domestic/foreign) Banking
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$40,000 Mar 22, 2002 Issue: Bankruptcy
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$40,000 Mar 20, 2002 Issue: Banking Bankruptcy
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$40,000 Mar 07, 2002 Issue: Financial Institutions/Investments/Securities
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$80,000 Mar 05, 2002 Issue: Taxation/Internal Revenue Code
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$920,000 Aug 15, 2001 Issue: Trade (domestic/foreign) Financial Institutions/Investments/Securities Taxation/Internal Revenue Code Bankruptcy Banking
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$740,000 Feb 15, 2001 Issue: Banking Financial Institutions/Investments/Securities Trade (domestic/foreign) Taxation/Internal Revenue Code Bankruptcy
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$1,000,000 Aug 10, 2000 Issue: Bankruptcy Trade (domestic/foreign) Banking Financial Institutions/Investments/Securities Taxation/Internal Revenue Code
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$940,000 Feb 14, 2000 Issue: Banking Financial Institutions/Investments/Securities Trade (domestic/foreign) Taxation/Internal Revenue Code Copyright/Patent/Trademark Bankruptcy
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$800,000 Aug 13, 1999 Issue: Trade (domestic/foreign) Banking Financial Institutions/Investments/Securities Taxation/Internal Revenue Code Bankruptcy
Estimated quarterly lobbying spending
MS Revenue by Segment or Geography
By Segment
By Geography
MS Income Statement
MS Balance Sheet
MS Cash Flow
U.S. Patents
New patents grants
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Patent Title: Clustered server sharing Jul. 10, 2018
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Patent Title: Topology aware distributed storage system Jul. 10, 2018
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Patent Title: Organizational reference data and entitlement system with entitlement generator Dec. 19, 2017
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Patent Title: Inter-instance communication in a containered clustered server environment Mar. 07, 2017
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Patent Title: Passive real-time order state replication and recovery Aug. 09, 2016
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Patent Title: Data feeds platform May. 10, 2016
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Patent Title: Multi-threaded logging Mar. 01, 2016
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Patent Title: Managing virtual computing services Feb. 23, 2016
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Patent Title: Data feeds platform Mar. 03, 2015
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Patent Title: Hybrid multi-thread and multi-process computer simulation system and method Dec. 30, 2014
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Patent Title: Company and contact information system and method Oct. 07, 2014
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Patent Title: Computer-based systems and methods for computing market-adjusted elasticities for accounts Sep. 02, 2014
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Patent Title: Computer-based, automated workflow system for sending secure reports Jul. 29, 2014
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Patent Title: Global risk demand index Jul. 08, 2014
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Patent Title: Merging realtime data flows May. 06, 2014
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Patent Title: Systems and methods for dynamic historical browsing May. 06, 2014
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Patent Title: Action console framework Apr. 15, 2014
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Patent Title: Computer-based systems and methods for determining interest levels of consumers in research work product produced by a research department Apr. 08, 2014
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Patent Title: Network-based data consolidation, calculation and reporting engine Mar. 18, 2014
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Patent Title: System and method for risk monitoring of rated legal entities Mar. 18, 2014
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Patent Title: Computer-implemented systems and methods for calculating estimated transaction costs for transactions involving tradable financial products Feb. 25, 2014
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Patent Title: Systems and methods for compiling and analyzing bids in an auction of securities Feb. 04, 2014
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Patent Title: Rule-based electronic message processing Dec. 31, 2013
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Patent Title: Network-based data consolidation, calculation and reporting engine Dec. 03, 2013
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Patent Title: Computer-based systems and method for computing a score for contacts of a financial services firm indicative of resources to be deployed by the financial services firm for the contacts to maximize revenue for the financial services firm Oct. 22, 2013
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Patent Title: Computer object tagging Oct. 08, 2013
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Patent Title: Secure wildcard searchable database Oct. 01, 2013
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Patent Title: Facilitating the ownership of solar-powered electricity-generating systems Aug. 06, 2013
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Patent Title: Computer-implemented systems and methods for determining liquidity cycle for tradable financial products and for determining flow-weighted average pricing for same Jun. 04, 2013
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Patent Title: System and method for calibrating a surface that requires smoothness Jun. 04, 2013
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Patent Title: Interactive user interface for displaying supply chain information May. 28, 2013
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Patent Title: System and method for managing services and jobs running under production ids without exposing passwords for the production ids to humans Mar. 19, 2013
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Patent Title: Automated regression testing intermediary Mar. 12, 2013
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Patent Title: Milestone manager Feb. 19, 2013
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Patent Title: Systems and methods for analyzing financial models with probabilistic networks Feb. 05, 2013
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Patent Title: Profit model for non-execution services Feb. 05, 2013
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Patent Title: Commodities framework Jan. 29, 2013
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Patent Title: Workflow and exception system Dec. 25, 2012
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Patent Title: Document handling Oct. 16, 2012
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Patent Title: Records archive disposition system Sep. 18, 2012
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Patent Title: System and methods for modeling a multiplicative index Aug. 28, 2012
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Patent Title: System and method for termination of pension plan through mutual annuitization Aug. 21, 2012
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Patent Title: System and method for determining a liquidity-adjusted value at risk (la-var) Jul. 31, 2012
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Patent Title: Systems and methods for selecting variable transformations Jul. 10, 2012
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Patent Title: Host build and rebuild system and method Jul. 03, 2012
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Patent Title: Matching resources of a securities research department to accounts of the department Jun. 26, 2012
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Patent Title: Systems and methods for conducting an interactive financial simulation Jun. 26, 2012
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Patent Title: System and method for providing a financial product linked to a specific return May. 29, 2012
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Patent Title: Mobile enterprise applications over telephony systems and methods May. 22, 2012
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Patent Title: Transaction system for employee stock options and other compensation programs May. 15, 2012
Government Contracts
Federal grants, loans, and purchases
Government Contracts
Estimated quarterly amount awarded from public contracts
MS News
Recent insights relating to MS
CNBC Recommendations
Recent picks made for MS stock on CNBC
Top ETF Holders
ETFs with the largest estimated holdings in MS
MS Analyst Ratings
MS Stock Forecasts
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- ... Highest Price Target
- ... Median Price Target
- ... Lowest Price Target
MS Analyst Forecasts
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Analyst
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Firm
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Previous
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Date
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Frequently Asked Questions
- Is $MS stock a Buy, Sell, or Hold?
- What is the price target for $MS stock?
* Analyst consensus is not financial advice. Please see our data disclaimers .
MS Top Shareholders
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Shareholder
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Shares Held
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Frequently Asked Questions
- Who owns $MS stock?
- Who owns the most shares of $MS stock?
- What funds own $MS stock?
* These are estimates based on data taken from SEC filings. There may be inaccuracies due to parsing errors, accidental double-counting, incorrect classification of indirectly owned shares, or any other number of issues.
MS Stock Smart Score
The Quiver Smart Score combines our data on Congress Trading, Lobbying, Insider Trading, CNBC Mentions and more to provide a comprehensive view of the strength of a stock's underlying data.
The Smart Score grades stocks on a scale of 1 (weakest) to 10 (strongest) based on the strength of the underlying data.
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Score Breakdown
Bull Case vs Bear Case
See concise summaries of analyst reports, presenting both bullish and bearish arguments for a stock.
Example:
Bulls Say:
The Bulls Say summary highlights positive aspects of the stock.
Bears Say:
The Bears Say summary points out potential risks and negative aspects of the stock.
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