A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 276,473 shares of MS stock, worth $26.9 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
276,473
Previous 416,360 33.6%
Holding current value
$26.9 Million
Previous $38.8 Million 32.95%
% of portfolio
0.69%
Previous 1.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$83.9 - $94.16 $11.7 Million - $13.2 Million
-139,887 Reduced 33.6%
276,473 $26 Million
Q4 2023

Feb 14, 2024

BUY
$70.4 - $93.66 $2.06 Million - $2.74 Million
29,205 Added 7.54%
416,360 $38.8 Million
Q3 2023

Nov 02, 2023

BUY
$81.65 - $94.67 $650,097 - $753,762
7,962 Added 2.1%
387,155 $31.6 Million
Q2 2023

Aug 14, 2023

BUY
$81.22 - $91.12 $480,903 - $539,521
5,921 Added 1.59%
379,193 $32.4 Million
Q1 2023

Apr 28, 2023

BUY
$83.95 - $100.83 $483,552 - $580,780
5,760 Added 1.57%
373,272 $32.8 Million
Q4 2022

Jan 27, 2023

BUY
$75.3 - $93.04 $319,196 - $394,396
4,239 Added 1.17%
367,512 $0
Q3 2022

Nov 09, 2022

BUY
$21.84 - $90.15 $130,188 - $537,384
5,961 Added 1.67%
363,273 $28.7 Million
Q2 2022

Aug 01, 2022

SELL
$72.9 - $90.61 $433,900 - $539,310
-5,952 Reduced 1.64%
357,312 $27.2 Million
Q1 2022

May 09, 2022

SELL
$83.31 - $108.73 $1.52 Million - $1.99 Million
-18,276 Reduced 4.79%
363,264 $31.7 Million
Q4 2021

Feb 08, 2022

BUY
$94.82 - $104.66 $995,704 - $1.1 Million
10,501 Added 2.83%
381,540 $37.5 Million
Q3 2021

Nov 29, 2021

BUY
$87.64 - $105.45 $32.5 Million - $39.1 Million
371,039 New
371,039 $36.1 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 $165B
  • 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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