A detailed history of Consilio Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 1,951 shares of MS stock, worth $311,086. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,951
Previous 1,922 1.51%
Holding current value
$311,086
Previous $270,000 14.81%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
$139.09 - $161.16 $4,033 - $4,673
29 Added 1.51%
1,951 $310,000
Q2 2025

Jul 29, 2025

BUY
$99.83 - $140.86 $191,873 - $270,732
1,922 New
1,922 $270,000

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 $270B
  • 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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