A detailed history of Baker Tilly Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 2,414 shares of MS stock, worth $308,654. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,414
Previous 4,170 42.11%
Holding current value
$308,654
Previous $405,000 38.02%
% of portfolio
0.11%
Previous 0.17%

Shares

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

Oct 24, 2024

SELL
$92.07 - $106.96 $161,674 - $187,821
-1,756 Reduced 42.11%
2,414 $251,000
Q2 2024

Jul 18, 2024

SELL
$86.19 - $101.53 $548,685 - $646,339
-6,366 Reduced 60.42%
4,170 $405,000
Q1 2024

May 09, 2024

SELL
$83.9 - $94.16 $10,235 - $11,487
-122 Reduced 1.14%
10,536 $992,000
Q4 2023

Jan 10, 2024

SELL
$70.4 - $93.66 $62,867 - $83,638
-893 Reduced 7.73%
10,658 $993,000
Q3 2023

Oct 10, 2023

BUY
$81.65 - $94.67 $3,919 - $4,544
48 Added 0.42%
11,551 $943,000
Q2 2023

Jul 20, 2023

BUY
$81.22 - $91.12 $17,381 - $19,499
214 Added 1.9%
11,503 $982,000
Q1 2023

Apr 12, 2023

BUY
$83.95 - $100.83 $42,646 - $51,221
508 Added 4.71%
11,289 $991,000
Q4 2022

Jan 26, 2023

SELL
$75.3 - $93.04 $9,563 - $11,816
-127 Reduced 1.16%
10,781 $0
Q3 2022

Oct 20, 2022

SELL
$21.84 - $90.15 $24,133 - $99,615
-1,105 Reduced 9.2%
10,908 $862,000
Q2 2022

Jul 28, 2022

SELL
$72.9 - $90.61 $89,083 - $110,725
-1,222 Reduced 9.23%
12,013 $914,000
Q1 2022

Apr 27, 2022

SELL
$83.31 - $108.73 $55,067 - $71,870
-661 Reduced 4.76%
13,235 $1.16 Million
Q4 2021

Feb 08, 2022

BUY
$94.82 - $104.66 $261,513 - $288,652
2,758 Added 24.76%
13,896 $1.36 Million
Q3 2021

Nov 02, 2021

BUY
$87.64 - $105.45 $150,916 - $181,584
1,722 Added 18.29%
11,138 $1.08 Million
Q2 2021

Jul 30, 2021

BUY
$77.29 - $93.96 $48,460 - $58,912
627 Added 7.13%
9,416 $863,000
Q1 2021

Apr 28, 2021

BUY
$67.05 - $84.34 $73,151 - $92,014
1,091 Added 14.17%
8,789 $683,000
Q4 2020

Feb 03, 2021

BUY
$47.26 - $68.53 $363,807 - $527,543
7,698 New
7,698 $528,000

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 $217B
  • 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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