A detailed history of Aprio Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 3,501 shares of MS stock, worth $443,891. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,501
Previous 3,595 2.61%
Holding current value
$443,891
Previous $349,000 4.3%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 07, 2024

SELL
$92.07 - $106.96 $8,654 - $10,054
-94 Reduced 2.61%
3,501 $364,000
Q2 2024

Jul 10, 2024

BUY
$86.19 - $101.53 $5,085 - $5,990
59 Added 1.67%
3,595 $349,000
Q1 2024

Apr 10, 2024

BUY
$83.9 - $94.16 $37,419 - $41,995
446 Added 14.43%
3,536 $332,000
Q4 2023

Jan 17, 2024

SELL
$70.4 - $93.66 $9,222 - $12,269
-131 Reduced 4.07%
3,090 $288,000
Q3 2023

Oct 10, 2023

BUY
$81.65 - $94.67 $326 - $378
4 Added 0.12%
3,221 $263,000
Q2 2023

Jul 13, 2023

SELL
$81.22 - $91.12 $18,112 - $20,319
-223 Reduced 6.48%
3,217 $274,000
Q1 2023

Apr 14, 2023

BUY
$83.95 - $100.83 $34,839 - $41,844
415 Added 13.72%
3,440 $302,000
Q4 2022

Jan 11, 2023

BUY
$75.3 - $93.04 $32,002 - $39,542
425 Added 16.35%
3,025 $0
Q3 2022

Oct 13, 2022

SELL
$21.84 - $90.15 $10,701 - $44,173
-490 Reduced 15.86%
2,600 $205,000
Q2 2022

Jul 26, 2022

BUY
$72.9 - $90.61 $225,261 - $279,984
3,090 New
3,090 $235,000
Q1 2022

Apr 19, 2022

SELL
$83.31 - $108.73 $170,952 - $223,113
-2,052 Closed
0 $0
Q4 2021

Jan 26, 2022

BUY
$94.82 - $104.66 $194,570 - $214,762
2,052 New
2,052 $201,000

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 $215B
  • 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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