A detailed history of Trajan Wealth LLC transactions in Morgan Stanley stock. As of the latest transaction made, Trajan Wealth LLC holds 43,113 shares of MS stock, worth $6.87 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
43,113
Previous 44,798 3.76%
Holding current value
$6.87 Million
Previous $6.31 Billion 8.6%
% of portfolio
0.3%
Previous 0.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$139.09 - $161.16 $234,366 - $271,554
-1,685 Reduced 3.76%
43,113 $6.85 Billion
Q2 2025

Aug 11, 2025

SELL
$99.83 - $140.86 $58,799 - $82,966
-589 Reduced 1.3%
44,798 $6.31 Billion
Q1 2025

May 12, 2025

BUY
$111.68 - $141.08 $33,280 - $42,041
298 Added 0.66%
45,387 $5.3 Billion
Q4 2024

Feb 13, 2025

SELL
$104.42 - $134.99 $380,924 - $492,443
-3,648 Reduced 7.49%
45,089 $5.67 Billion
Q3 2024

Oct 25, 2024

BUY
$92.07 - $106.96 $210,103 - $244,082
2,282 Added 4.91%
48,737 $5.08 Billion
Q2 2024

Jul 26, 2024

SELL
$86.19 - $101.53 $21,892 - $25,788
-254 Reduced 0.54%
46,455 $4.51 Billion
Q1 2024

May 14, 2024

BUY
$83.9 - $94.16 $3.92 Million - $4.4 Million
46,709 New
46,709 $4.4 Billion

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $270B
  • Description
  • 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 Secu...
More about MS
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