A detailed history of Channel Wealth LLC transactions in Morgan Stanley stock. As of the latest transaction made, Channel Wealth LLC holds 1,606 shares of MS stock, worth $249,138. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,606
Previous 1,607 0.06%
Holding current value
$249,138
Previous $226 Million 12.78%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 07, 2025

SELL
$139.09 - $161.16 $139 - $161
-1 Reduced 0.06%
1,606 $255 Million
Q2 2025

Jul 09, 2025

BUY
$99.83 - $140.86 $160,426 - $226,362
1,607 New
1,607 $226 Million
Q4 2024

Jan 14, 2025

BUY
$104.42 - $134.99 $167,176 - $216,118
1,601 New
1,601 $201 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 $263B
  • 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 Channel Wealth LLC Portfolio

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

News

Stay updated on Channel Wealth LLC with notifications on news.