A detailed history of Warther Private Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Warther Private Wealth, LLC holds 2,115 shares of MS stock, worth $270,170. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,115
Previous 2,115 -0.0%
Holding current value
$270,170
Previous $205,000 7.32%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jul 11, 2024

BUY
$86.19 - $101.53 $182,291 - $214,735
2,115 New
2,115 $205,000
Q4 2022

Feb 03, 2023

SELL
$75.3 - $93.04 $11,596 - $14,328
-154 Reduced 1.62%
9,355 $795,000
Q3 2022

Nov 16, 2022

BUY
$21.84 - $90.15 $207,676 - $857,236
9,509 New
9,509 $751,000
Q2 2022

Dec 30, 2022

BUY
$72.9 - $90.61 $27,847 - $34,613
382 Added 4.02%
9,891 $759,000
Q1 2022

Dec 30, 2022

SELL
$83.31 - $108.73 $39,072 - $50,994
-469 Reduced 4.93%
9,040 $786,000
Q4 2021

Dec 30, 2022

BUY
$94.82 - $104.66 $176,554 - $194,876
1,862 Added 32.22%
7,641 $766,000
Q3 2021

Dec 30, 2022

BUY
$87.64 - $105.45 $87 - $105
1 Added 0.02%
5,779 $572,000
Q2 2021

Dec 30, 2022

SELL
$77.29 - $93.96 $288,368 - $350,564
-3,731 Reduced 39.24%
5,778 $532,000

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 $216B
  • 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 Warther Private Wealth, LLC Portfolio

Follow Warther Private Wealth, 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 Warther Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warther Private Wealth, LLC with notifications on news.