A detailed history of Cfm Wealth Partners LLC transactions in Morgan Stanley stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 10,171 shares of MS stock, worth $1.34 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,171
Previous 7,420 37.08%
Holding current value
$1.34 Million
Previous $773,000 37.13%
% of portfolio
0.19%
Previous 0.16%

Shares

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

Oct 23, 2024

BUY
$92.07 - $106.96 $253,284 - $294,246
2,751 Added 37.08%
10,171 $1.06 Million
Q3 2024

Oct 15, 2024

SELL
$92.07 - $106.96 $68,868 - $80,006
-748 Reduced 9.16%
7,420 $773,000
Q2 2024

Jul 18, 2024

BUY
$86.19 - $101.53 $64,470 - $75,944
748 Added 10.08%
8,168 $793,000
Q1 2024

Apr 15, 2024

BUY
$83.9 - $94.16 $54,031 - $60,639
644 Added 9.5%
7,420 $698,000
Q4 2023

Jan 11, 2024

BUY
$70.4 - $93.66 $34,073 - $45,331
484 Added 7.69%
6,776 $631,000
Q3 2023

Oct 11, 2023

BUY
$81.65 - $94.67 $139,458 - $161,696
1,708 Added 37.26%
6,292 $513,000
Q2 2023

Jul 14, 2023

SELL
$81.22 - $91.12 $974 - $1,093
-12 Reduced 0.26%
4,584 $391,000
Q1 2023

Apr 12, 2023

BUY
$83.95 - $100.83 $385,834 - $463,414
4,596 New
4,596 $403,000
Q4 2022

Jan 19, 2023

BUY
$75.3 - $93.04 $307,073 - $379,417
4,078 New
4,078 $347 Million
Q3 2020

Nov 10, 2020

SELL
$46.42 - $53.25 $60,113 - $68,958
-1,295 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$31.62 - $50.4 $35,572 - $56,700
1,125 Added 661.76%
1,295 $62,000
Q4 2019

Jan 30, 2020

BUY
$39.82 - $51.12 $6,769 - $8,690
170 New
170 $10,000

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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