A detailed history of Congress Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Congress Wealth Management LLC holds 9,326 shares of MS stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,326
Previous 16,912 44.86%
Holding current value
$1.21 Million
Previous $1.59 Million 43.09%
% of portfolio
0.01%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$86.19 - $101.53 $653,837 - $770,206
-7,586 Reduced 44.86%
9,326 $906,000
Q1 2024

Apr 18, 2024

SELL
$83.9 - $94.16 $62,841 - $70,525
-749 Reduced 4.24%
16,912 $1.59 Million
Q4 2023

Feb 09, 2024

BUY
$70.4 - $93.66 $33,510 - $44,582
476 Added 2.77%
17,661 $1.65 Million
Q3 2023

Oct 30, 2023

BUY
$81.65 - $94.67 $43,927 - $50,932
538 Added 3.23%
17,185 $1.4 Million
Q2 2023

Jul 13, 2023

BUY
$81.22 - $91.12 $8,365 - $9,385
103 Added 0.62%
16,647 $1.42 Million
Q1 2023

Apr 14, 2023

BUY
$83.95 - $100.83 $11,501 - $13,813
137 Added 0.84%
16,544 $1.45 Million
Q4 2022

Feb 02, 2023

SELL
$75.3 - $93.04 $4,593 - $5,675
-61 Reduced 0.37%
16,407 $1.4 Million
Q3 2022

Nov 08, 2022

BUY
$21.84 - $90.15 $110,532 - $456,249
5,061 Added 44.37%
16,468 $1.3 Million
Q2 2022

Aug 11, 2022

BUY
$72.9 - $90.61 $831,570 - $1.03 Million
11,407 New
11,407 $867,000
Q1 2022

May 16, 2022

SELL
$83.31 - $108.73 $629,073 - $821,020
-7,551 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$94.82 - $104.66 $715,985 - $790,287
7,551 New
7,551 $741,000

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 $219B
  • 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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