A detailed history of Strait & Sound Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 8,879 shares of MS stock, worth $1.31 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
8,879
Previous 8,747 1.51%
Holding current value
$1.31 Million
Previous $1.02 Billion 22.56%
% of portfolio
0.53%
Previous 0.47%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
$99.83 - $140.86 $13,177 - $18,593
132 Added 1.51%
8,879 $1.25 Billion
Q1 2025

May 15, 2025

BUY
$111.68 - $141.08 $328,897 - $415,480
2,945 Added 50.76%
8,747 $1.02 Billion
Q4 2024

Feb 18, 2025

BUY
$104.42 - $134.99 $20,048 - $25,918
192 Added 3.42%
5,802 $729 Million
Q3 2024

Nov 15, 2024

BUY
$92.07 - $106.96 $92,898 - $107,922
1,009 Added 21.93%
5,610 $585 Million
Q2 2024

Aug 13, 2024

BUY
$86.19 - $101.53 $139,972 - $164,884
1,624 Added 54.55%
4,601 $447 Million
Q1 2024

May 10, 2024

SELL
$83.9 - $94.16 $5,621 - $6,308
-67 Reduced 2.2%
2,977 $259 Million
Q4 2023

Feb 08, 2024

SELL
$70.4 - $93.66 $8,800 - $11,707
-125 Reduced 3.94%
3,044 $257 Million
Q3 2023

Nov 15, 2023

BUY
$81.65 - $94.67 $3,266 - $3,786
40 Added 1.28%
3,169 $259 Million
Q2 2023

Aug 29, 2023

SELL
$81.22 - $91.12 $18,518 - $20,775
-228 Reduced 6.79%
3,129 $267 Million
Q1 2023

Aug 29, 2023

BUY
$83.95 - $100.83 $13,348 - $16,031
159 Added 4.97%
3,357 $295 Million
Q4 2022

Feb 16, 2023

BUY
$75.3 - $93.04 $240,809 - $297,541
3,198 New
3,198 $310 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 $250B
  • 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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