A detailed history of Liberty Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,547 shares of MS stock, worth $246,669. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,547
Previous 1,657 6.64%
Holding current value
$246,669
Previous $233,000 5.15%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 31, 2025

SELL
$139.09 - $161.16 $15,299 - $17,727
-110 Reduced 6.64%
1,547 $245,000
Q2 2025

Aug 01, 2025

BUY
$99.83 - $140.86 $165,418 - $233,405
1,657 New
1,657 $233,000
Q1 2025

May 08, 2025

BUY
$111.68 - $141.08 $5.7 Million - $7.2 Million
51,063 New
51,063 $5.96 Million
Q1 2023

May 03, 2023

BUY
$83.95 - $100.83 $291,054 - $349,577
3,467 New
3,467 $304,000
Q4 2021

Feb 15, 2022

SELL
$94.82 - $104.66 $9,482 - $10,466
-100 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$87.64 - $105.45 $3,856 - $4,639
44 Added 78.57%
100 $10,000
Q2 2021

Aug 13, 2021

BUY
$77.29 - $93.96 $390,237 - $474,404
5,049 Added 4763.21%
5,155 $56,000
Q2 2021

Aug 13, 2021

SELL
$77.29 - $93.96 $394,101 - $479,102
-5,099 Reduced 98.91%
56 $5,000
Q4 2020

Feb 09, 2021

BUY
$47.26 - $68.53 $47 - $68
1 Added 0.95%
106 $7,000
Q3 2020

Nov 05, 2020

BUY
$46.42 - $53.25 $46 - $53
1 Added 0.96%
105 $5,000
Q2 2020

Aug 04, 2020

BUY
$31.62 - $50.4 $2,339 - $3,729
74 Added 246.67%
104 $5,000
Q1 2020

Apr 27, 2020

SELL
$27.81 - $57.51 $305 - $632
-11 Reduced 26.83%
30 $1,000
Q4 2019

Feb 05, 2020

SELL
$39.82 - $51.12 $517 - $664
-13 Reduced 24.07%
41 $2,000
Q2 2019

Jul 30, 2019

SELL
$40.69 - $48.46 $447 - $533
-11 Reduced 16.92%
54 $2,000
Q1 2019

Apr 18, 2019

SELL
$39.68 - $44.49 $27,418 - $30,742
-691 Reduced 91.4%
65 $2,000
Q4 2018

Mar 26, 2019

BUY
$37.01 - $47.27 $27,979 - $35,736
756 New
756 $29,000

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 $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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