Elk River Wealth Management, LLC Morgan Stanley Transaction History

Elk River Wealth Management, LLC

$542 Million
Q3 2024

A detailed history of Elk River Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 49,149 shares of MS stock, worth $6.62 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

49,149

Previous 48,576 1.18%

Holding current value

$6.62 Million

Previous $4.72 Million 8.52%

% of portfolio

0.94%

Previous 0.94%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$92.07 - $106.96 $52,756 - $61,288	573 Added 1.18%	49,149 $5.12 Million
Q2 2024 Jul 31, 2024	BUY	$86.19 - $101.53 $37,234 - $43,860	432 Added 0.9%	48,576 $4.72 Million
Q1 2024 Apr 15, 2024	SELL	$83.9 - $94.16 $404,733 - $454,227	-4,824 Reduced 9.11%	48,144 $4.53 Million
Q4 2023 Jan 18, 2024	SELL	$70.4 - $93.66 $7,955 - $10,583	-113 Reduced 0.21%	52,968 $4.94 Million
Q3 2023 Oct 10, 2023	SELL	$81.65 - $94.67 $141,336 - $163,873	-1,731 Reduced 3.16%	53,081 $4.34 Million
Q2 2023 Jul 17, 2023	SELL	$81.22 - $91.12 $184,937 - $207,480	-2,277 Reduced 3.99%	54,812 $4.68 Million
Q1 2023 Apr 12, 2023	BUY	$83.95 - $100.83 $78,996 - $94,881	941 Added 1.68%	57,089 $5.01 Million
Q4 2022 Jan 19, 2023	BUY	$75.3 - $93.04 $58,583 - $72,385	778 Added 1.41%	56,148 $0
Q3 2022 Oct 17, 2022	BUY	$21.84 - $90.15 $19,918 - $82,216	912 Added 1.67%	55,370 $4.38 Million
Q2 2022 Jul 12, 2022	BUY	$72.9 - $90.61 $4,228 - $5,255	58 Added 0.11%	54,458 $4.14 Million
Q1 2022 Apr 18, 2022	BUY	$83.31 - $108.73 $307,330 - $401,104	3,689 Added 7.27%	54,400 $4.76 Million
Q4 2021 Feb 11, 2022	BUY	$94.82 - $104.66 $168,021 - $185,457	1,772 Added 3.62%	50,711 $4.98 Million
Q3 2021 Nov 15, 2021	BUY	$87.64 - $105.45 $152,318 - $183,272	1,738 Added 3.68%	48,939 $4.76 Million
Q2 2021 Jul 22, 2021	BUY	$77.29 - $93.96 $161,999 - $196,940	2,096 Added 4.65%	47,201 $4.33 Million
Q1 2021 Apr 27, 2021	BUY	$67.05 - $84.34 $439,378 - $552,680	6,553 Added 17.0%	45,105 $3.5 Million
Q4 2020 Feb 08, 2021	BUY	$47.26 - $68.53 $1.82 Million - $2.64 Million	38,552 New	38,552 $2.64 Million

Others Institutions Holding MS

# of Institutions

2,122

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 $228B
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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Elk River Wealth Management, LLC Morgan Stanley Transaction History