A detailed history of Bsw Wealth Partners transactions in Morgan Stanley stock. As of the latest transaction made, Bsw Wealth Partners holds 5,488 shares of MS stock, worth $734,184. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,488
Previous 5,008 9.58%
Holding current value
$734,184
Previous $486,000 17.7%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 29, 2024

BUY
$92.07 - $106.96 $44,193 - $51,340
480 Added 9.58%
5,488 $572,000
Q2 2024

Jul 16, 2024

BUY
$86.19 - $101.53 $24,133 - $28,428
280 Added 5.92%
5,008 $486,000
Q1 2024

Apr 23, 2024

SELL
$83.9 - $94.16 $57,219 - $64,217
-682 Reduced 12.61%
4,728 $445,000
Q4 2023

Jan 25, 2024

SELL
$70.4 - $93.66 $13,939 - $18,544
-198 Reduced 3.53%
5,410 $504,000
Q3 2023

Oct 27, 2023

BUY
$81.65 - $94.67 $29,230 - $33,891
358 Added 6.82%
5,608 $458,000
Q2 2023

Aug 11, 2023

SELL
$81.22 - $91.12 $12,020 - $13,485
-148 Reduced 2.74%
5,250 $448,000
Q1 2023

May 15, 2023

BUY
$83.95 - $100.83 $5,120 - $6,150
61 Added 1.14%
5,398 $473,000
Q4 2022

Feb 13, 2023

SELL
$75.3 - $93.04 $63,101 - $77,967
-838 Reduced 13.57%
5,337 $453,000
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $502 - $2,073
23 Added 0.37%
6,175 $488,000
Q2 2022

Aug 15, 2022

BUY
$72.9 - $90.61 $19,610 - $24,374
269 Added 4.57%
6,152 $468,000
Q1 2022

May 16, 2022

BUY
$83.31 - $108.73 $38,739 - $50,559
465 Added 8.58%
5,883 $514,000
Q4 2021

Feb 14, 2022

BUY
$94.82 - $104.66 $117,956 - $130,197
1,244 Added 29.8%
5,418 $532,000
Q3 2021

Nov 15, 2021

BUY
$87.64 - $105.45 $365,809 - $440,148
4,174 New
4,174 $406,000

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 $227B
  • 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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