A detailed history of Baron Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Baron Wealth Management LLC holds 4,548 shares of MS stock, worth $561,405. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,548
Previous 4,483 1.45%
Holding current value
$561,405
Previous $436 Million 8.81%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Nov 07, 2024

BUY
$92.07 - $106.96 $5,984 - $6,952
65 Added 1.45%
4,548 $474 Million
Q2 2024

Aug 13, 2024

SELL
$86.19 - $101.53 $172 - $203
-2 Reduced 0.04%
4,483 $436 Million
Q1 2024

May 08, 2024

BUY
$83.9 - $94.16 $251 - $282
3 Added 0.07%
4,485 $422 Million
Q4 2023

Jan 04, 2024

BUY
$70.4 - $93.66 $1,408 - $1,873
20 Added 0.45%
4,482 $418 Million
Q3 2023

Nov 01, 2023

BUY
$81.65 - $94.67 $163 - $189
2 Added 0.04%
4,462 $364 Million
Q2 2023

Aug 08, 2023

BUY
$81.22 - $91.12 $162 - $182
2 Added 0.04%
4,460 $381 Million
Q1 2023

May 10, 2023

BUY
$83.95 - $100.83 $167 - $201
2 Added 0.04%
4,458 $391,000
Q4 2022

Jun 06, 2023

SELL
$75.3 - $93.04 $150 - $186
-2 Reduced 0.04%
4,456 $379 Million
Q4 2022

Apr 04, 2023

BUY
$75.3 - $93.04 $335,536 - $414,586
4,456 New
4,456 $378,000

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 $209B
  • 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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