Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Morgan Stanley Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.55 Billion
  • Q3 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Morgan Stanley stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 14,779 shares of MS stock, worth $1.95 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,779
Previous 13,445 9.92%
Holding current value
$1.95 Million
Previous $1.31 Million 17.92%
% of portfolio
0.04%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$92.07 - $106.96 $122,821 - $142,684
1,334 Added 9.92%
14,779 $1.54 Million
Q2 2024

Aug 09, 2024
BUY
$86.19 - $101.53 $282,099 - $332,307
3,273 Added 32.18%
13,445 $1.31 Million
Q1 2024

May 06, 2024
BUY
$83.9 - $94.16 $159,745 - $179,280
1,904 Added 23.03%
10,172 $957,000
Q4 2023

Feb 06, 2024
BUY
$70.4 - $93.66 $14,361 - $19,106
204 Added 2.53%
8,268 $770,000
Q3 2023

Nov 02, 2023
BUY
$81.65 - $94.67 $157,012 - $182,050
1,923 Added 31.31%
8,064 $658,000
Q2 2023

Aug 11, 2023
SELL
$81.22 - $91.12 $303,031 - $339,968
-3,731 Reduced 37.79%
6,141 $524,000
Q1 2023

May 09, 2023
BUY
$83.95 - $100.83 $264,442 - $317,614
3,150 Added 46.86%
9,872 $866,000
Q4 2022

Feb 07, 2023
BUY
$75.3 - $93.04 $14,457 - $17,863
192 Added 2.94%
6,722 $571,000
Q3 2022

Nov 02, 2022
BUY
$21.84 - $90.15 $11,334 - $46,787
519 Added 8.63%
6,530 $516,000
Q2 2022

Aug 02, 2022
BUY
$72.9 - $90.61 $15,090 - $18,756
207 Added 3.57%
6,011 $457,000
Q1 2022

May 13, 2022
SELL
$83.31 - $108.73 $26,076 - $34,032
-313 Reduced 5.12%
5,804 $507,000
Q4 2021

Feb 14, 2022
BUY
$94.82 - $104.66 $307,121 - $338,993
3,239 Added 112.54%
6,117 $600,000
Q3 2021

Nov 02, 2021
BUY
$87.64 - $105.45 $49,341 - $59,368
563 Added 24.32%
2,878 $280,000
Q2 2021

Aug 12, 2021
BUY
$77.29 - $93.96 $178,926 - $217,517
2,315 New
2,315 $212,000
Q3 2020

Nov 12, 2020
SELL
$46.42 - $53.25 $635,257 - $728,726
-13,685 Closed
0 $0
Q2 2020

Aug 12, 2020
BUY
$31.62 - $50.4 $33,928 - $54,079
1,073 Added 8.51%
13,685 $661,000
Q1 2020

May 11, 2020
BUY
$27.81 - $57.51 $62,238 - $128,707
2,238 Added 21.57%
12,612 $429,000
Q4 2019

Feb 13, 2020
BUY
$39.82 - $51.12 $413,092 - $530,318
10,374 New
10,374 $530,000

Others Institutions Holding MS

# of Institutions
2,123
Shares Held
1.31B
Call Options Held
26.3M
Put Options Held
29.4M
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 $223B
  • 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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