A detailed history of Wharton Business Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Wharton Business Group, LLC holds 6,624 shares of MS stock, worth $858,470. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,624
Previous 6,649 0.38%
Holding current value
$858,470
Previous $693,000 20.2%
% of portfolio
0.04%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

SELL
$104.42 - $134.99 $2,610 - $3,374
-25 Reduced 0.38%
6,624 $833,000
Q3 2024

Nov 07, 2024

BUY
$92.07 - $106.96 $79,180 - $91,985
860 Added 14.86%
6,649 $693,000
Q1 2024

May 13, 2024

SELL
$83.9 - $94.16 $12,585 - $14,124
-150 Reduced 2.53%
5,789 $545,000
Q3 2023

Nov 06, 2023

SELL
$81.65 - $94.67 $6,940 - $8,046
-85 Reduced 1.41%
5,939 $485,000
Q1 2023

May 04, 2023

SELL
$83.95 - $100.83 $25,604 - $30,753
-305 Reduced 4.82%
6,024 $528,000
Q1 2022

May 18, 2022

SELL
$83.31 - $108.73 $23,743 - $30,988
-285 Reduced 4.31%
6,329 $553,000
Q4 2021

Feb 10, 2022

BUY
$94.82 - $104.66 $627,139 - $692,221
6,614 New
6,614 $649,000
Q3 2021

Nov 09, 2021

SELL
$87.64 - $105.45 $609,886 - $733,826
-6,959 Closed
0 $0
Q1 2021

May 10, 2021

SELL
$67.05 - $84.34 $61,283 - $77,086
-914 Reduced 11.61%
6,959 $540,000
Q3 2020

Nov 06, 2020

BUY
$46.42 - $53.25 $15,597 - $17,892
336 Added 4.46%
7,873 $381,000
Q2 2020

Aug 11, 2020

BUY
$31.62 - $50.4 $238,319 - $379,864
7,537 New
7,537 $364,000
Q1 2020

Apr 27, 2020

SELL
$27.81 - $57.51 $159,545 - $329,934
-5,737 Closed
0 $0
Q3 2019

Oct 30, 2019

SELL
$39.1 - $45.74 $5,865 - $6,861
-150 Reduced 2.55%
5,737 $245,000
Q2 2018

Aug 09, 2018

SELL
$47.19 - $55.22 $20,150 - $23,578
-427 Reduced 6.76%
5,887 $279,000
Q1 2018

May 03, 2018

SELL
$51.79 - $58.91 $4,920 - $5,596
-95 Reduced 1.48%
6,314 $341,000
Q3 2017

Nov 02, 2017

BUY
$44.01 - $48.31 $282,060 - $309,618
6,409
6,409 $309,000

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 $220B
  • 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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