A detailed history of Ae Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Ae Wealth Management LLC holds 13,576 shares of MS stock, worth $1.69 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,576
Previous 11,242 20.76%
Holding current value
$1.69 Million
Previous $1.09 Million 29.58%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$92.07 - $106.96 $214,891 - $249,644
2,334 Added 20.76%
13,576 $1.42 Million
Q2 2024

Aug 12, 2024

BUY
$86.19 - $101.53 $300,285 - $353,730
3,484 Added 44.91%
11,242 $1.09 Million
Q1 2024

May 15, 2024

SELL
$83.9 - $94.16 $6.33 Million - $7.1 Million
-75,417 Reduced 90.67%
7,758 $730,000
Q4 2023

Feb 14, 2024

BUY
$70.4 - $93.66 $195,219 - $259,719
2,773 Added 3.45%
83,175 $7.76 Million
Q3 2023

Oct 11, 2023

SELL
$81.65 - $94.67 $1.2 Million - $1.39 Million
-14,642 Reduced 15.41%
80,402 $6.57 Million
Q2 2023

Jul 10, 2023

BUY
$81.22 - $91.12 $1.14 Million - $1.27 Million
13,977 Added 17.24%
95,044 $8.12 Million
Q1 2023

Apr 14, 2023

SELL
$83.95 - $100.83 $131,969 - $158,504
-1,572 Reduced 1.9%
81,067 $7.12 Million
Q4 2022

Jan 31, 2023

BUY
$75.3 - $93.04 $1.03 Million - $1.27 Million
13,701 Added 19.87%
82,639 $7.03 Million
Q3 2022

Oct 25, 2022

BUY
$21.84 - $90.15 $167,796 - $692,622
7,683 Added 12.54%
68,938 $5.45 Million
Q2 2022

Aug 03, 2022

BUY
$72.9 - $90.61 $663,171 - $824,279
9,097 Added 17.44%
61,255 $4.66 Million
Q1 2022

Apr 18, 2022

BUY
$83.31 - $108.73 $2.04 Million - $2.67 Million
24,540 Added 88.86%
52,158 $4.56 Million
Q4 2021

Jan 20, 2022

BUY
$94.82 - $104.66 $327,982 - $362,018
3,459 Added 14.32%
27,618 $2.71 Million
Q3 2021

Nov 01, 2021

BUY
$87.64 - $105.45 $5,258 - $6,327
60 Added 0.25%
24,159 $2.35 Million
Q2 2021

Jul 21, 2021

BUY
$77.29 - $93.96 $91,897 - $111,718
1,189 Added 5.19%
24,099 $2.21 Million
Q1 2021

Apr 27, 2021

SELL
$67.05 - $84.34 $162,193 - $204,018
-2,419 Reduced 9.55%
22,910 $1.78 Million
Q4 2020

Feb 01, 2021

SELL
$47.26 - $68.53 $306,244 - $444,074
-6,480 Reduced 20.37%
25,329 $1.74 Million
Q3 2020

Nov 06, 2020

SELL
$46.42 - $53.25 $171,429 - $196,652
-3,693 Reduced 10.4%
31,809 $1.54 Million
Q2 2020

Aug 05, 2020

SELL
$31.62 - $50.4 $378,143 - $602,733
-11,959 Reduced 25.2%
35,502 $1.72 Million
Q1 2020

May 07, 2020

BUY
$27.81 - $57.51 $589,266 - $1.22 Million
21,189 Added 80.65%
47,461 $1.61 Million
Q4 2019

Jan 15, 2020

BUY
$39.82 - $51.12 $392,465 - $503,838
9,856 Added 60.04%
26,272 $1.34 Million
Q3 2019

Nov 05, 2019

SELL
$39.1 - $45.74 $7,898 - $9,239
-202 Reduced 1.22%
16,416 $700,000
Q2 2019

Jul 22, 2019

BUY
$40.69 - $48.46 $304,686 - $362,868
7,488 Added 82.02%
16,618 $728,000
Q1 2019

May 14, 2019

BUY
$39.68 - $44.49 $83,050 - $93,117
2,093 Added 29.74%
9,130 $385,000
Q4 2018

Feb 15, 2019

SELL
$37.01 - $47.27 $135,752 - $173,386
-3,668 Reduced 34.26%
7,037 $279,000
Q3 2018

Nov 14, 2018

BUY
$46.57 - $51.05 $250,313 - $274,393
5,375 Added 100.84%
10,705 $499,000
Q2 2018

Aug 15, 2018

BUY
$47.19 - $55.22 $40,441 - $47,323
857 Added 19.16%
5,330 $253,000
Q1 2018

May 14, 2018

BUY
$51.79 - $58.91 $13,620 - $15,493
263 Added 6.25%
4,473 $241,000
Q4 2017

Feb 06, 2018

BUY
$48.1 - $53.85 $202,501 - $226,708
4,210
4,210 $221,000

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 $211B
  • 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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