A detailed history of Creative One Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Creative One Wealth, LLC holds 8,810 shares of MS stock, worth $877,916. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,810
Previous 3,616 143.64%
Holding current value
$877,916
Previous $338,000 145.56%
% of portfolio
0.03%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$83.9 - $94.16 $435,776 - $489,067
5,194 Added 143.64%
8,810 $830,000
Q4 2023

Feb 09, 2024

BUY
$70.4 - $93.66 $254,566 - $338,674
3,616 New
3,616 $338,000
Q2 2023

Aug 16, 2023

SELL
$81.22 - $91.12 $47,757 - $53,578
-588 Reduced 9.87%
5,368 $458,000
Q2 2023

Aug 14, 2023

BUY
$81.22 - $91.12 $123,860 - $138,958
1,525 Added 34.42%
5,956 $488,000
Q1 2023

May 15, 2023

SELL
$83.95 - $100.83 $2,686 - $3,226
-32 Reduced 0.72%
4,431 $389,000
Q4 2022

Feb 14, 2023

SELL
$75.3 - $93.04 $75 - $93
-1 Reduced 0.02%
4,463 $379,000
Q3 2022

Nov 14, 2022

SELL
$21.84 - $90.15 $145,039 - $598,686
-6,641 Reduced 59.8%
4,464 $353,000
Q2 2022

Aug 12, 2022

BUY
$72.9 - $90.61 $421,362 - $523,725
5,780 Added 108.54%
11,105 $845,000
Q1 2022

May 13, 2022

BUY
$83.31 - $108.73 $268,841 - $350,871
3,227 Added 153.81%
5,325 $465,000
Q4 2021

Feb 15, 2022

SELL
$94.82 - $104.66 $39,350 - $43,433
-415 Reduced 16.51%
2,098 $206,000
Q3 2021

Nov 16, 2021

BUY
$87.64 - $105.45 $19,105 - $22,988
218 Added 9.5%
2,513 $245,000
Q2 2021

Aug 13, 2021

BUY
$77.29 - $93.96 $177,380 - $215,638
2,295 New
2,295 $210,000

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 $169B
  • 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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