A detailed history of Whalerock Point Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Whalerock Point Partners, LLC holds 1,410 shares of MS stock, worth $224,824. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,410
Holding current value
$224,824
% of portfolio
0.05%

Shares

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

Nov 12, 2025

BUY
$139.09 - $161.16 $196,116 - $227,235
1,410 New
1,410 $224,000
Q2 2018

Mar 04, 2019

SELL
$47.19 - $55.22 $283,140 - $331,320
-6,000 Closed
0 $0
Q4 2017

Jan 16, 2018

BUY
$48.1 - $53.85 $288,600 - $323,100
6,000
6,000 $315,000

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
Track This Portfolio

Track Whalerock Point Partners, LLC Portfolio

Follow Whalerock Point Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalerock Point Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whalerock Point Partners, LLC with notifications on news.