A detailed history of Barlow Wealth Partners, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Barlow Wealth Partners, Inc. holds 5,464 shares of MS stock, worth $703,107. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,464
Previous 5,382 1.52%
Holding current value
$703,107
Previous $703 Million 9.78%
% of portfolio
0.08%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025

BUY
$111.68 - $141.08 $9,157 - $11,568
82 Added 1.52%
5,464 $634 Million
Q4 2024

Jan 17, 2025

SELL
$104.42 - $134.99 $41,768 - $53,996
-400 Reduced 6.92%
5,382 $703 Million
Q4 2023

Feb 06, 2024

BUY
$70.4 - $93.66 $407,052 - $541,542
5,782 New
5,782 $539 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 $218B
  • 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
Track This Portfolio

Track Barlow Wealth Partners, Inc. Portfolio

Follow Barlow Wealth Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barlow Wealth Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Barlow Wealth Partners, Inc. with notifications on news.