Balboa Wealth Partners Morgan Stanley Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
A detailed history of Balboa Wealth Partners transactions in Morgan Stanley stock. As of the latest transaction made, Balboa Wealth Partners holds 2,812 shares of MS stock, worth $437,687. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,812
Previous 2,936
4.22%
Holding current value
$437,687
Previous $342,000
15.79%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding MS
# of Institutions
2,542Shares Held
1.34BCall Options Held
19.2MPut Options Held
24M-
Mitsubishi Ufj Financial Group Inc377MShares$58.7 Billion0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA119MShares$18.5 Billion0.28% of portfolio
-
State Street Corp Boston, MA104MShares$16.2 Billion0.57% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$13.1 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY38.6MShares$6 Billion0.35% of portfolio
About MORGAN STANLEY
- Ticker MS
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,694,000,000
- Market Cap $264B
- 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...