Axxcess Wealth Management, LLC Morgan Stanley Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 58,655 shares of MS stock, worth $9.34 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

58,655

Previous 28,951 102.6%

Holding current value

$9.34 Million

Previous $3.38 Million 144.66%

% of portfolio

0.2%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$99.83 - $140.86 $2.97 Million - $4.18 Million	29,704 Added 102.6%	58,655 $8.26 Million
Q1 2025 Apr 30, 2025	SELL	$111.68 - $141.08 $441,582 - $557,830	-3,954 Reduced 12.02%	28,951 $3.38 Million
Q4 2024 Feb 10, 2025	SELL	$104.42 - $134.99 $164,670 - $212,879	-1,577 Reduced 4.57%	32,905 $4.14 Million
Q3 2024 Nov 04, 2024	SELL	$92.07 - $106.96 $72,090 - $83,749	-783 Reduced 2.22%	34,482 $3.59 Million
Q2 2024 Aug 09, 2024	BUY	$86.19 - $101.53 $489,473 - $576,588	5,679 Added 19.19%	35,265 $3.43 Million
Q1 2024 May 14, 2024	SELL	$83.9 - $94.16 $13,256 - $14,877	-158 Reduced 0.53%	29,586 $2.79 Million
Q4 2023 Feb 06, 2024	SELL	$70.4 - $93.66 $731,456 - $973,127	-10,390 Reduced 25.89%	29,744 $2.77 Million
Q3 2023 Nov 14, 2023	SELL	$81.65 - $94.67 $911,132 - $1.06 Million	-11,159 Reduced 21.76%	40,134 $3.28 Million
Q2 2023 Aug 08, 2023	BUY	$81.22 - $91.12 $1.88 Million - $2.11 Million	23,169 Added 82.38%	51,293 $4.38 Million
Q1 2023 May 03, 2023	SELL	$83.95 - $100.83 $2,350 - $2,823	-28 Reduced 0.1%	28,124 $2.47 Million
Q4 2022 Feb 14, 2023	SELL	$75.3 - $93.04 $54,517 - $67,360	-724 Reduced 2.51%	28,152 $2.39 Million
Q3 2022 Nov 14, 2022	BUY	$21.84 - $90.15 $70,237 - $289,922	3,216 Added 12.53%	28,876 $2.28 Million
Q2 2022 Aug 11, 2022	BUY	$72.9 - $90.61 $59,194 - $73,575	812 Added 3.27%	25,660 $1.95 Million
Q1 2022 Aug 11, 2022	SELL	$83.31 - $108.73 $3.25 Million - $4.25 Million	-39,063 Reduced 61.12%	24,848 $2.17 Million
Q4 2021 Aug 11, 2022	BUY	$94.82 - $104.66 $6.06 Million - $6.69 Million	63,911 New	63,911 $6.27 Million

Others Institutions Holding MS

# of Institutions

2,569

Shares Held

1.33B

Call Options Held

19.2M

Put Options Held

24M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $270B
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...

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Axxcess Wealth Management, LLC Morgan Stanley Transaction History