A detailed history of Private Wealth Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Private Wealth Partners, LLC holds 62,395 shares of MS stock, worth $7.86 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
62,395
Previous 59,735 4.45%
Holding current value
$7.86 Million
Previous $5.81 Million 12.04%
% of portfolio
0.52%
Previous 0.43%

Shares

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

Oct 29, 2024

BUY
$92.07 - $106.96 $244,906 - $284,513
2,660 Added 4.45%
62,395 $6.5 Million
Q2 2024

Aug 07, 2024

BUY
$86.19 - $101.53 $581,696 - $685,225
6,749 Added 12.74%
59,735 $5.81 Million
Q1 2024

May 08, 2024

SELL
$83.9 - $94.16 $926,088 - $1.04 Million
-11,038 Reduced 17.24%
52,986 $4.99 Million
Q4 2023

Feb 02, 2024

BUY
$70.4 - $93.66 $332,499 - $442,356
4,723 Added 7.96%
64,024 $5.97 Million
Q3 2023

Nov 06, 2023

BUY
$81.65 - $94.67 $261,443 - $303,133
3,202 Added 5.71%
59,301 $4.84 Million
Q2 2023

Aug 03, 2023

BUY
$81.22 - $91.12 $268,756 - $301,516
3,309 Added 6.27%
56,099 $4.79 Million
Q1 2023

May 03, 2023

BUY
$83.95 - $100.83 $347,972 - $417,940
4,145 Added 8.52%
52,790 $4.63 Million
Q4 2022

Jan 25, 2023

BUY
$75.3 - $93.04 $1.5 Million - $1.85 Million
19,925 Added 69.38%
48,645 $0
Q3 2022

Oct 26, 2022

SELL
$21.84 - $90.15 $280,207 - $1.16 Million
-12,830 Reduced 30.88%
28,720 $2.27 Million
Q2 2022

Aug 02, 2022

SELL
$72.9 - $90.61 $533,628 - $663,265
-7,320 Reduced 14.98%
41,550 $3.16 Million
Q1 2022

May 02, 2022

SELL
$83.31 - $108.73 $253,678 - $331,082
-3,045 Reduced 5.87%
48,870 $4.27 Million
Q4 2021

Feb 07, 2022

BUY
$94.82 - $104.66 $4.92 Million - $5.43 Million
51,915 New
51,915 $5.1 Million

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 $213B
  • 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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