A detailed history of Confluence Wealth Services, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,443 shares of MS stock, worth $203,895. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,443
Holding current value
$203,895
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

BUY
$99.83 - $140.86 $144,054 - $203,260
1,443 New
1,443 $203,000
Q1 2022

Apr 26, 2022

SELL
$83.31 - $108.73 $47,320 - $61,758
-568 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$94.82 - $104.66 $53,857 - $59,446
568 New
568 $55,000

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 $239B
  • 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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