A detailed history of Bkm Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 2,038 shares of MS stock, worth $280,816. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,038
Previous 2,130 4.32%
Holding current value
$280,816
Previous $222 Million 15.4%
% of portfolio
0.11%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

SELL
$104.42 - $134.99 $9,606 - $12,419
-92 Reduced 4.32%
2,038 $256 Million
Q3 2024

Oct 23, 2024

BUY
$92.07 - $106.96 $196,109 - $227,824
2,130 New
2,130 $222 Million
Q1 2024

Apr 18, 2024

BUY
$83.9 - $94.16 $10,655 - $11,958
127 Added 6.11%
2,204 $208 Million
Q4 2023

Jan 10, 2024

BUY
$70.4 - $93.66 $146,220 - $194,531
2,077 New
2,077 $194 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 $233B
  • 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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