Cibc Private Wealth Group, LLC Morgan Stanley Transaction History

Cibc Private Wealth Group, LLC

  • $52.7 Billion
  • Q4 2024

A detailed history of Cibc Private Wealth Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 300,015 shares of MS stock, worth $41.1 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
300,015
Previous 288,305 4.06%
Holding current value
$41.1 Million
Previous $30.1 Million 25.51%
% of portfolio
0.07%
Previous 0.06%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$104.42 - $134.99 $1.22 Million - $1.58 Million
11,710 Added 4.06%
300,015 $37.7 Million
Q3 2024

Nov 13, 2024
SELL
$92.07 - $106.96 $13,350 - $15,509
-145 Reduced 0.05%
288,305 $30.1 Million
Q2 2024

Aug 09, 2024
SELL
$86.19 - $101.53 $673,316 - $793,152
-7,812 Reduced 2.64%
288,450 $28 Million
Q1 2024

May 10, 2024
SELL
$83.9 - $94.16 $30.4 Million - $34.2 Million
-362,822 Reduced 55.05%
296,262 $27.9 Million
Q4 2023

Feb 13, 2024
SELL
$70.4 - $93.66 $14.6 Million - $19.5 Million
-207,976 Reduced 23.99%
659,084 $61.5 Million
Q3 2023

Nov 13, 2023
SELL
$81.65 - $94.67 $6.29 Million - $7.29 Million
-76,977 Reduced 8.15%
867,060 $70.8 Million
Q2 2023

Nov 21, 2023
BUY
$81.22 - $91.12 $6.4 Million - $7.19 Million
78,855 Added 9.09%
945,915 $80.8 Million
Q2 2023

Aug 10, 2023
SELL
$81.22 - $91.12 $31.2 Million - $35 Million
-384,498 Reduced 28.94%
944,037 $80.6 Million
Q1 2023

Nov 21, 2023
BUY
$83.95 - $100.83 $38.7 Million - $46.5 Million
461,475 Added 53.22%
1,328,535 $117 Million
Q1 2023

May 11, 2023
BUY
$83.95 - $100.83 $35.9 Million - $43.2 Million
428,143 Added 47.55%
1,328,535 $117 Million
Q4 2022

Jun 01, 2023
SELL
$75.3 - $93.04 $32.3 Million - $40 Million
-429,468 Reduced 32.33%
899,067 $76.4 Million
Q4 2022

Feb 13, 2023
SELL
$75.3 - $93.04 $67.7 Million - $83.6 Million
-899,067 Reduced 49.96%
900,392 $76.6 Million
Q4 2022

Feb 13, 2023
BUY
$75.3 - $93.04 $67 Million - $82.8 Million
890,406 Added 97.95%
1,799,459 $153 Million
Q3 2022

Nov 14, 2022
BUY
$21.84 - $90.15 $213,857 - $882,748
9,792 Added 1.09%
909,053 $71.8 Million
Q2 2022

Aug 03, 2022
BUY
$72.9 - $90.61 $19.7 Million - $24.4 Million
269,686 Added 42.84%
899,261 $68.4 Million
Q1 2022

May 16, 2022
SELL
$83.31 - $108.73 $13.4 Million - $17.5 Million
-160,893 Reduced 20.35%
629,575 $55 Million
Q4 2021

Feb 08, 2022
BUY
$94.82 - $104.66 $2.66 Million - $2.93 Million
28,042 Added 3.68%
790,468 $77.6 Million
Q3 2021

Nov 12, 2021
BUY
$87.64 - $105.45 $8.19 Million - $9.86 Million
93,505 Added 13.98%
762,426 $74.2 Million
Q2 2021

Aug 16, 2021
BUY
$77.29 - $93.96 $31.7 Million - $38.5 Million
409,513 Added 157.86%
668,921 $61.3 Million
Q1 2021

May 12, 2021
BUY
$67.05 - $84.34 $6.7 Million - $8.42 Million
99,883 Added 62.61%
259,408 $20.1 Million
Q4 2020

Feb 12, 2021
BUY
$47.26 - $68.53 $3.32 Million - $4.81 Million
70,186 Added 78.56%
159,525 $10.9 Million
Q3 2020

Nov 03, 2020
BUY
$46.42 - $53.25 $3.75 Million - $4.31 Million
80,872 Added 955.14%
89,339 $4.32 Million
Q3 2020

Oct 29, 2020
SELL
$46.42 - $53.25 $3.08 Million - $3.53 Million
-66,332 Reduced 88.68%
8,467 $409,000
Q2 2020

Aug 13, 2020
BUY
$31.62 - $50.4 $1.49 Million - $2.37 Million
47,103 Added 170.07%
74,799 $3.61 Million
Q1 2020

May 15, 2020
SELL
$27.81 - $57.51 $862 - $1,782
-31 Reduced 0.11%
27,696 $943,000
Q4 2019

Jan 30, 2020
BUY
$39.82 - $51.12 $255,047 - $327,423
6,405 Added 30.04%
27,727 $1.42 Million
Q3 2019

Oct 16, 2019
SELL
$39.1 - $45.74 $86,997 - $101,771
-2,225 Reduced 9.45%
21,322 $910,000
Q2 2019

Jul 31, 2019
BUY
$40.69 - $48.46 $46,915 - $55,874
1,153 Added 5.15%
23,547 $1.03 Million
Q1 2019

May 10, 2019
SELL
$39.68 - $44.49 $82,216 - $92,183
-2,072 Reduced 8.47%
22,394 $944,000
Q4 2018

Feb 05, 2019
SELL
$37.01 - $47.27 $163,399 - $208,697
-4,415 Reduced 15.29%
24,466 $970,000
Q3 2018

Nov 14, 2018
BUY
$46.57 - $51.05 $349,600 - $383,232
7,507 Added 35.12%
28,881 $1.35 Million
Q2 2018

Aug 02, 2018
SELL
$47.19 - $55.22 $169,459 - $198,295
-3,591 Reduced 14.38%
21,374 $1.01 Million
Q1 2018

May 17, 2018
BUY
$51.79 - $58.91 $178,520 - $203,062
3,447 Added 16.02%
24,965 $1.35 Million
Q4 2017

Feb 12, 2018
BUY
$48.1 - $53.85 $154,352 - $172,804
3,209 Added 17.53%
21,518 $1.13 Million
Q3 2017

Nov 14, 2017
BUY
$44.01 - $48.31 $56,860 - $62,416
1,292 Added 7.59%
18,309 $882,000
Q2 2017

Aug 09, 2017
BUY
N/A
17,017
17,017 $758,000

Others Institutions Holding MS

# of Institutions
2,331
Shares Held
1.32B
Call Options Held
25.6M
Put Options Held
29M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $232B
  • 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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