A detailed history of Axxcess Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 35,265 shares of MS stock, worth $4.21 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
35,265
Previous 29,586 19.19%
Holding current value
$4.21 Million
Previous $2.79 Million 23.05%
% of portfolio
0.1%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$86.19 - $101.53 $489,473 - $576,588
5,679 Added 19.19%
35,265 $3.43 Million
Q1 2024

May 14, 2024

SELL
$83.9 - $94.16 $13,256 - $14,877
-158 Reduced 0.53%
29,586 $2.79 Million
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $731,456 - $973,127
-10,390 Reduced 25.89%
29,744 $2.77 Million
Q3 2023

Nov 14, 2023

SELL
$81.65 - $94.67 $911,132 - $1.06 Million
-11,159 Reduced 21.76%
40,134 $3.28 Million
Q2 2023

Aug 08, 2023

BUY
$81.22 - $91.12 $1.88 Million - $2.11 Million
23,169 Added 82.38%
51,293 $4.38 Million
Q1 2023

May 03, 2023

SELL
$83.95 - $100.83 $2,350 - $2,823
-28 Reduced 0.1%
28,124 $2.47 Million
Q4 2022

Feb 14, 2023

SELL
$75.3 - $93.04 $54,517 - $67,360
-724 Reduced 2.51%
28,152 $2.39 Million
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $70,237 - $289,922
3,216 Added 12.53%
28,876 $2.28 Million
Q2 2022

Aug 11, 2022

BUY
$72.9 - $90.61 $59,194 - $73,575
812 Added 3.27%
25,660 $1.95 Million
Q1 2022

Aug 11, 2022

SELL
$83.31 - $108.73 $3.25 Million - $4.25 Million
-39,063 Reduced 61.12%
24,848 $2.17 Million
Q4 2021

Aug 11, 2022

BUY
$94.82 - $104.66 $6.06 Million - $6.69 Million
63,911 New
63,911 $6.27 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 $202B
  • 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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.