A detailed history of Wintrust Investments LLC transactions in Morgan Stanley stock. As of the latest transaction made, Wintrust Investments LLC holds 15,555 shares of MS stock, worth $1.86 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
15,555
Previous 15,633 0.5%
Holding current value
$1.86 Million
Previous $1.47 Million 2.65%
% of portfolio
0.14%
Previous 0.13%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$86.19 - $101.53 $6,722 - $7,919
-78 Reduced 0.5%
15,555 $1.51 Million
Q1 2024

May 09, 2024

SELL
$83.9 - $94.16 $35,657 - $40,018
-425 Reduced 2.65%
15,633 $1.47 Million
Q4 2023

Feb 12, 2024

BUY
$70.4 - $93.66 $375,936 - $500,144
5,340 Added 49.82%
16,058 $1.5 Million
Q3 2023

Nov 13, 2023

SELL
$81.65 - $94.67 $73,076 - $84,729
-895 Reduced 7.71%
10,718 $875,000
Q2 2023

Aug 10, 2023

SELL
$81.22 - $91.12 $64,082 - $71,893
-789 Reduced 6.36%
11,613 $991,000
Q1 2023

May 09, 2023

SELL
$83.95 - $100.83 $49,866 - $59,893
-594 Reduced 4.57%
12,402 $1.09 Million
Q4 2022

Feb 13, 2023

BUY
$75.3 - $93.04 $13,629 - $16,840
181 Added 1.41%
12,996 $1.11 Million
Q3 2022

Nov 08, 2022

BUY
$21.84 - $90.15 $13,322 - $54,991
610 Added 5.0%
12,815 $1.01 Million
Q2 2022

Aug 15, 2022

BUY
$72.9 - $90.61 $119,264 - $148,237
1,636 Added 15.48%
12,205 $928,000
Q1 2022

May 11, 2022

BUY
$83.31 - $108.73 $143,543 - $187,341
1,723 Added 19.48%
10,569 $924,000
Q4 2021

Feb 04, 2022

BUY
$94.82 - $104.66 $838,777 - $925,822
8,846 New
8,846 $868,000
Q3 2021

Nov 12, 2021

SELL
$87.64 - $105.45 $639,158 - $769,046
-7,293 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$77.29 - $93.96 $230,478 - $280,188
2,982 Added 69.17%
7,293 $669,000
Q1 2021

May 10, 2021

BUY
$67.05 - $84.34 $80,057 - $100,701
1,194 Added 38.31%
4,311 $335,000
Q4 2020

Feb 08, 2021

BUY
$47.26 - $68.53 $147,309 - $213,608
3,117 New
3,117 $214,000

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 $202B
  • 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 Wintrust Investments LLC Portfolio

Follow Wintrust Investments 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 Wintrust Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wintrust Investments LLC with notifications on news.