Dakota Wealth Management Morgan Stanley Transaction History

Dakota Wealth Management

$4.67 Billion
Q2 2025

A detailed history of Dakota Wealth Management transactions in Morgan Stanley stock. As of the latest transaction made, Dakota Wealth Management holds 10,900 shares of MS stock, worth $1.79 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,900

Previous 10,555 3.27%

Holding current value

$1.79 Million

Previous $1.23 Million 24.7%

% of portfolio

0.03%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$99.83 - $140.86 $34,441 - $48,596	345 Added 3.27%	10,900 $1.54 Million
Q1 2025 May 01, 2025	SELL	$111.68 - $141.08 $2,233 - $2,821	-20 Reduced 0.19%	10,555 $1.23 Million
Q4 2024 Jan 17, 2025	SELL	$104.42 - $134.99 $73,511 - $95,032	-704 Reduced 6.24%	10,575 $1.33 Million
Q3 2024 Oct 23, 2024	SELL	$92.07 - $106.96 $70,433 - $81,824	-765 Reduced 6.35%	11,279 $1.18 Million
Q2 2024 Jul 19, 2024	SELL	$86.19 - $101.53 $102,824 - $121,125	-1,193 Reduced 9.01%	12,044 $1.17 Million
Q1 2024 Apr 24, 2024	SELL	$83.9 - $94.16 $18,122 - $20,338	-216 Reduced 1.61%	13,237 $1.25 Million
Q4 2023 Jan 30, 2024	BUY	$70.4 - $93.66 $45,760 - $60,879	650 Added 5.08%	13,453 $1.25 Million
Q3 2023 Oct 23, 2023	BUY	$81.65 - $94.67 $145,745 - $168,985	1,785 Added 16.2%	12,803 $1.05 Million
Q2 2023 Jul 31, 2023	SELL	$81.22 - $91.12 $274,117 - $307,530	-3,375 Reduced 23.45%	11,018 $940,000
Q1 2023 Apr 14, 2023	SELL	$83.95 - $100.83 $88,903 - $106,778	-1,059 Reduced 6.85%	14,393 $1.26 Million
Q4 2022 Feb 07, 2023	BUY	$75.3 - $93.04 $249,393 - $308,148	3,312 Added 27.28%	15,452 $1.31 Million
Q3 2022 Nov 10, 2022	BUY	$21.84 - $90.15 $31,165 - $128,644	1,427 Added 13.32%	12,140 $959,000
Q2 2022 Aug 05, 2022	SELL	$72.9 - $90.61 $703,776 - $874,748	-9,654 Reduced 47.4%	10,713 $815,000
Q1 2022 May 13, 2022	BUY	$83.31 - $108.73 $474,367 - $619,108	5,694 Added 38.81%	20,367 $1.78 Million
Q4 2021 Feb 10, 2022	BUY	$94.82 - $104.66 $47,125 - $52,016	497 Added 3.51%	14,673 $1.44 Million
Q3 2021 Nov 15, 2021	BUY	$87.64 - $105.45 $65,817 - $79,192	751 Added 5.59%	14,176 $1.38 Million
Q2 2021 Aug 02, 2021	BUY	$77.29 - $93.96 $185,496 - $225,503	2,400 Added 21.77%	13,425 $1.23 Million
Q1 2021 May 10, 2021	BUY	$67.05 - $84.34 $26,820 - $33,736	400 Added 3.76%	11,025 $856,000
Q4 2020 Feb 12, 2021	BUY	$47.26 - $68.53 $502,137 - $728,131	10,625 New	10,625 $728,000
Q3 2018 Nov 07, 2018	SELL	$46.57 - $51.05 $211,427 - $231,767	-4,540 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	$47.19 - $55.22 $214,242 - $250,698	4,540 New	4,540 $215,000

Others Institutions Holding MS

# of Institutions

2,587

Shares Held

1.33B

Call Options Held

19.3M

Put Options Held

23.8M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $278B
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...

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Dakota Wealth Management Morgan Stanley Transaction History