A detailed history of Amplius Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 3,853 shares of MS stock, worth $507,093. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,853
Previous 3,807 1.21%
Holding current value
$507,093
Previous $370,000 8.38%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 16, 2024

BUY
$92.07 - $106.96 $4,235 - $4,920
46 Added 1.21%
3,853 $401,000
Q2 2024

Jul 22, 2024

BUY
$86.19 - $101.53 $7,843 - $9,239
91 Added 2.45%
3,807 $370,000
Q1 2024

Apr 16, 2024

SELL
$83.9 - $94.16 $2,349 - $2,636
-28 Reduced 0.75%
3,716 $349,000
Q4 2023

Jan 10, 2024

SELL
$70.4 - $93.66 $1,760 - $2,341
-25 Reduced 0.66%
3,744 $349,000
Q3 2023

Oct 17, 2023

SELL
$81.65 - $94.67 $6,776 - $7,857
-83 Reduced 2.15%
3,769 $307,000
Q2 2023

Jul 26, 2023

SELL
$81.22 - $91.12 $10,233 - $11,481
-126 Reduced 3.17%
3,852 $328,000
Q1 2023

Apr 25, 2023

BUY
$83.95 - $100.83 $9,402 - $11,292
112 Added 2.9%
3,978 $349,000
Q4 2022

Jan 19, 2023

BUY
$75.3 - $93.04 $1,129 - $1,395
15 Added 0.39%
3,866 $0
Q3 2022

Nov 10, 2022

SELL
$21.84 - $90.15 $5,372 - $22,176
-246 Reduced 6.0%
3,851 $304,000
Q2 2022

Jul 21, 2022

BUY
$72.9 - $90.61 $2,332 - $2,899
32 Added 0.79%
4,097 $311,000
Q1 2022

May 09, 2022

BUY
$83.31 - $108.73 $9,997 - $13,047
120 Added 3.04%
4,065 $355,000
Q4 2021

Jan 28, 2022

BUY
$94.82 - $104.66 $374,064 - $412,883
3,945 New
3,945 $387,000

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 $223B
  • 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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