A detailed history of Icon Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 154,050 shares of MS stock, worth $19.6 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
154,050
Previous 5,581 2660.26%
Holding current value
$19.6 Million
Previous $542,000 2862.73%
% of portfolio
0.47%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$92.07 - $106.96 $13.4 Million - $15.6 Million
-145,625 Reduced 94.53%
8,425 $878,000
Q3 2024

Nov 12, 2024

BUY
$92.07 - $106.96 $13.7 Million - $15.9 Million
148,469 Added 2660.26%
154,050 $16.1 Million
Q2 2024

Aug 14, 2024

SELL
$86.19 - $101.53 $57,488 - $67,720
-667 Reduced 10.68%
5,581 $542,000
Q1 2024

May 15, 2024

BUY
$83.9 - $94.16 $2,600 - $2,918
31 Added 0.5%
6,248 $588,000
Q4 2023

Feb 14, 2024

BUY
$70.4 - $93.66 $179,660 - $239,020
2,552 Added 69.63%
6,217 $579,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $100,600 - $124,301
1,336 Added 57.36%
3,665 $311,000
Q3 2022

Jan 25, 2023

BUY
$21.84 - $90.15 $50,865 - $209,959
2,329 New
2,329 $184,000

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 $215B
  • 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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