Marshall & Sterling Wealth Advisors Inc. Morgan Stanley Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $156 Billion
- Q3 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 857 shares of MS stock, worth $136,648. This represents 0.09% of its overall portfolio holdings.
Number of Shares
857
Previous 944
9.22%
Holding current value
$136,648
Previous $133 Million
2.45%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding MS
# of Institutions
2,628Shares Held
1.31BCall Options Held
17.9MPut Options Held
25.2M-
Mitsubishi Ufj Financial Group Inc377MShares$60.1 Billion0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA118MShares$18.9 Billion0.29% of portfolio
-
State Street Corp Boston, MA103MShares$16.5 Billion0.59% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$13.5 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY37.4MShares$5.97 Billion0.39% of portfolio
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...