Creative One Wealth, LLC Morgan Stanley Transaction History

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Creative One Wealth, LLC holds 33,001 shares of MS stock, worth $5.26 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
33,001
Previous 25,366 30.1%
Holding current value
$5.26 Million
Previous $3.57 Million 46.8%
% of portfolio
0.15%
Previous 0.11%

Shares

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

Nov 12, 2025
BUY
$139.09 - $161.16 $1.06 Million - $1.23 Million
7,635 Added 30.1%
33,001 $5.25 Million
Q2 2025

Aug 12, 2025
SELL
$99.83 - $140.86 $11,180 - $15,776
-112 Reduced 0.44%
25,366 $3.57 Million
Q1 2025

May 14, 2025
BUY
$111.68 - $141.08 $832,127 - $1.05 Million
7,451 Added 41.33%
25,478 $2.97 Million
Q4 2024

Feb 13, 2025
BUY
$104.42 - $134.99 $149,947 - $193,845
1,436 Added 8.66%
18,027 $2.27 Million
Q3 2024

Nov 13, 2024
BUY
$92.07 - $106.96 $836,916 - $972,266
9,090 Added 121.18%
16,591 $1.73 Million
Q2 2024

Aug 14, 2024
SELL
$86.19 - $101.53 $112,822 - $132,902
-1,309 Reduced 14.86%
7,501 $729,000
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

# of Institutions
2,628
Shares Held
1.31B
Call Options Held
18M
Put Options Held
25.2M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • 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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