Destination Wealth Management Morgan Stanley Transaction History

Destination Wealth Management

$3.19 Billion
Q3 2024

A detailed history of Destination Wealth Management transactions in Morgan Stanley stock. As of the latest transaction made, Destination Wealth Management holds 4,032 shares of MS stock, worth $488,033. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,032

Previous 3,967 1.64%

Holding current value

$488,033

Previous $385,000 9.09%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 25, 2024	BUY	$92.07 - $106.96 $5,984 - $6,952	65 Added 1.64%	4,032 $420,000
Q2 2024 Jul 24, 2024	BUY	$86.19 - $101.53 $86 - $101	1 Added 0.03%	3,967 $385,000
Q1 2024 May 14, 2024	BUY	$83.9 - $94.16 $7,299 - $8,191	87 Added 2.24%	3,966 $373,000
Q4 2023 Feb 13, 2024	SELL	$70.4 - $93.66 $14,854 - $19,762	-211 Reduced 5.16%	3,879 $361,000
Q3 2023 Nov 14, 2023	SELL	$81.65 - $94.67 $5,797 - $6,721	-71 Reduced 1.71%	4,090 $334,000
Q2 2023 Aug 11, 2023	SELL	$81.22 - $91.12 $19,249 - $21,595	-237 Reduced 5.39%	4,161 $355,000
Q1 2023 May 05, 2023	BUY	$83.95 - $100.83 $17,629 - $21,174	210 Added 5.01%	4,398 $386,000
Q4 2022 Feb 10, 2023	BUY	$75.3 - $93.04 $7,379 - $9,117	98 Added 2.4%	4,188 $356,000
Q3 2022 Nov 10, 2022	SELL	$21.84 - $90.15 $174 - $721	-8 Reduced 0.2%	4,090 $323,000
Q2 2022 Jul 29, 2022	SELL	$72.9 - $90.61 $22,380 - $27,817	-307 Reduced 6.97%	4,098 $312,000
Q1 2022 May 12, 2022	BUY	$83.31 - $108.73 $29,824 - $38,925	358 Added 8.85%	4,405 $385,000
Q4 2021 Feb 04, 2022	BUY	$94.82 - $104.66 $1,706 - $1,883	18 Added 0.45%	4,047 $397,000
Q2 2021 Aug 13, 2021	SELL	$77.29 - $93.96 $15,458 - $18,792	-200 Reduced 4.73%	4,029 $369,000
Q4 2020 Feb 11, 2021	BUY	$47.26 - $68.53 $199,862 - $289,813	4,229 New	4,229 $290,000
Q3 2019 Nov 13, 2019	SELL	$39.1 - $45.74 $29,051 - $33,984	-743 Closed	0 $0
Q2 2019 Jul 19, 2019	SELL	$40.69 - $48.46 $1,139 - $1,356	-28 Reduced 3.63%	743 $33,000
Q1 2019 May 01, 2019	BUY	$39.68 - $44.49 $8,531 - $9,565	215 Added 38.67%	771 $33,000
Q4 2018 Feb 05, 2019	SELL	$37.01 - $47.27 $1,517 - $1,938	-41 Reduced 6.87%	556 $22,000
Q2 2018 Jul 31, 2018	BUY	$47.19 - $55.22 $1,934 - $2,264	41 Added 7.37%	597 $28,000
Q1 2018 Apr 05, 2018	BUY	$51.79 - $58.91 $28,795 - $32,753	556 New	556 $30,000

Others Institutions Holding MS

# of Institutions

2,124

Shares Held

1.31B

Call Options Held

26.3M

Put Options Held

29.4M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $205B
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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Destination Wealth Management Morgan Stanley Transaction History