A detailed history of Caliber Wealth Management, LLC / Ks transactions in Morgan Stanley stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 1,712 shares of MS stock, worth $272,978. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,712
Previous 1,956 12.47%
Holding current value
$272,978
Previous $276 Million 1.23%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 05, 2025

SELL
$139.09 - $161.16 $33,937 - $39,323
-244 Reduced 12.47%
1,712 $272 Million
Q2 2025

Jul 30, 2025

BUY
$99.83 - $140.86 $99 - $140
1 Added 0.05%
1,956 $276 Million
Q1 2025

May 06, 2025

BUY
$111.68 - $141.08 $218,334 - $275,811
1,955 New
1,955 $228 Million

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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