A detailed history of Brandywine Oak Private Wealth LLC transactions in Morgan Stanley stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 2,626 shares of MS stock, worth $345,817. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,626
Previous 2,628 0.08%
Holding current value
$345,817
Previous $255,000 7.06%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 07, 2024

SELL
$92.07 - $106.96 $184 - $213
-2 Reduced 0.08%
2,626 $273,000
Q2 2023

Aug 11, 2023

BUY
$81.22 - $91.12 $9,502 - $10,661
117 Added 4.66%
2,628 $224,000
Q4 2022

Feb 06, 2023

BUY
$75.3 - $93.04 $189,078 - $233,623
2,511 New
2,511 $213,000
Q2 2022

Jul 22, 2022

SELL
$72.9 - $90.61 $183,051 - $227,521
-2,511 Closed
0 $0
Q3 2021

Oct 18, 2021

BUY
$87.64 - $105.45 $350 - $421
4 Added 0.16%
2,511 $244,000
Q2 2021

Aug 09, 2021

BUY
$77.29 - $93.96 $193,766 - $235,557
2,507 New
2,507 $229,000
Q1 2019

May 09, 2019

SELL
$39.68 - $44.49 $98,803 - $110,780
-2,490 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$37.01 - $47.27 $92,154 - $117,702
2,490 New
2,490 $98,000

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 $223B
  • 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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