A detailed history of Trueblood Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 3,756 shares of MS stock, worth $598,894. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,756
Previous 3,732 0.64%
Holding current value
$598,894
Previous $526 Million 13.58%
% of portfolio
0.23%
Previous 0.22%

Shares

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

Oct 23, 2025

BUY
$139.09 - $161.16 $3,338 - $3,867
24 Added 0.64%
3,756 $597 Million
Q2 2025

Jul 22, 2025

BUY
$99.83 - $140.86 $27,553 - $38,877
276 Added 7.99%
3,732 $526 Million
Q1 2025

Apr 15, 2025

BUY
$111.68 - $141.08 $41,991 - $53,046
376 Added 12.21%
3,456 $403 Million
Q4 2023

Jan 18, 2024

BUY
$70.4 - $93.66 $216,832 - $288,472
3,080 New
3,080 $287 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 $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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