A detailed history of Castle Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Castle Wealth Management LLC holds 8,132 shares of MS stock, worth $1.02 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
8,132
Previous 11,405 28.7%
Holding current value
$1.02 Million
Previous $1.11 Million 23.56%
% of portfolio
0.45%
Previous 0.66%

Shares

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

Oct 31, 2024

SELL
$92.07 - $106.96 $301,345 - $350,080
-3,273 Reduced 28.7%
8,132 $847,000
Q2 2024

Jul 22, 2024

BUY
$86.19 - $101.53 $31,373 - $36,956
364 Added 3.3%
11,405 $1.11 Million
Q1 2024

Apr 29, 2024

BUY
$83.9 - $94.16 $58,058 - $65,158
692 Added 6.69%
11,041 $1.04 Million
Q4 2023

Jan 31, 2024

BUY
$70.4 - $93.66 $12,038 - $16,015
171 Added 1.68%
10,349 $965,000
Q3 2023

Nov 03, 2023

BUY
$81.65 - $94.67 $312,882 - $362,775
3,832 Added 60.38%
10,178 $831,000
Q2 2023

Jul 17, 2023

BUY
$81.22 - $91.12 $17,624 - $19,773
217 Added 3.54%
6,346 $541,000
Q1 2023

May 04, 2023

SELL
$83.95 - $100.83 $6,380 - $7,663
-76 Reduced 1.22%
6,129 $538,000
Q4 2022

Feb 09, 2023

BUY
$75.3 - $93.04 $20,933 - $25,865
278 Added 4.69%
6,205 $527,000
Q3 2022

Nov 07, 2022

BUY
$21.84 - $90.15 $116,691 - $481,671
5,343 Added 914.9%
5,927 $468,000
Q2 2022

Aug 01, 2022

BUY
$72.9 - $90.61 $42,573 - $52,916
584 New
584 $44,000

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 $213B
  • 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 Castle Wealth Management LLC Portfolio

Follow Castle Wealth Management LLC 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 Castle Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Wealth Management LLC with notifications on news.