A detailed history of Dynasty Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 16,207 shares of MS stock, worth $2.58 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,207
Previous 11,927 35.88%
Holding current value
$2.58 Million
Previous $1.68 Billion 53.35%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 29, 2025

BUY
$139.09 - $161.16 $595,305 - $689,764
4,280 Added 35.88%
16,207 $2.58 Billion
Q2 2025

Aug 05, 2025

SELL
$99.83 - $140.86 $270,239 - $381,308
-2,707 Reduced 18.5%
11,927 $1.68 Billion
Q1 2025

May 02, 2025

BUY
$111.68 - $141.08 $12,843 - $16,224
115 Added 0.79%
14,634 $1.71 Billion
Q4 2024

Feb 05, 2025

SELL
$104.42 - $134.99 $694,915 - $898,358
-6,655 Reduced 31.43%
14,519 $1.83 Billion
Q3 2024

Nov 12, 2024

SELL
$92.07 - $106.96 $57,083 - $66,315
-620 Reduced 2.84%
21,174 $2.21 Billion
Q2 2024

Aug 12, 2024

BUY
$86.19 - $101.53 $114,115 - $134,425
1,324 Added 6.47%
21,794 $2.12 Billion
Q1 2024

May 15, 2024

BUY
$83.9 - $94.16 $1.72 Million - $1.93 Million
20,470 New
20,470 $1.93 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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