Robertson Stephens Wealth Management, LLC Morgan Stanley Transaction History
Robertson Stephens Wealth Management, LLC
- $3.21 Billion
- Q3 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,589 shares of MS stock, worth $731,716. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,589
Previous 5,359
14.37%
Holding current value
$731,716
Previous $754,000
3.32%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding MS
# of Institutions
2,625Shares Held
1.31BCall Options Held
17.4MPut Options Held
24.6M-
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...