A detailed history of Aventura Private Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 13,562 shares of MS stock, worth $2.16 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
13,562
Holding current value
$2.16 Million
% of portfolio
0.87%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$151.86 - $169.92 $2.06 Million - $2.3 Million
13,562 New
13,562 $2.41 Billion
Q3 2025

Jan 07, 2026

SELL
$139.09 - $161.16 $24,618 - $28,525
-177 Reduced 1.29%
13,583 $2.16 Billion
Q2 2025

Jan 07, 2026

SELL
$99.83 - $140.86 $34,341 - $48,455
-344 Reduced 2.44%
13,760 $1.94 Billion
Q1 2025

Jan 07, 2026

BUY
$111.68 - $141.08 $60,530 - $76,465
542 Added 4.0%
14,104 $1.65 Billion
Q4 2024

Jan 07, 2026

BUY
$104.42 - $134.99 $2,714 - $3,509
26 Added 0.19%
13,588 $1.71 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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