Envestnet Asset Management Inc Morgan Stanley Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Morgan Stanley stock. As of the latest transaction made, Envestnet Asset Management Inc holds 2,946,684 shares of MS stock, worth $385 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,946,684
Previous 2,480,672 18.79%
Holding current value
$385 Million
Previous $312 Million 10.23%
% of portfolio
0.12%
Previous 0.1%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$111.68 - $141.08 $52 Million - $65.7 Million
466,012 Added 18.79%
2,946,684 $344 Million
Q4 2024

Feb 12, 2025
SELL
$104.42 - $134.99 $4.83 Million - $6.24 Million
-46,252 Reduced 1.83%
2,480,672 $312 Million
Q3 2024

Nov 06, 2024
BUY
$92.07 - $106.96 $1.33 Million - $1.55 Million
14,482 Added 0.58%
2,526,924 $263 Million
Q2 2024

Aug 08, 2024
BUY
$86.19 - $101.53 $8.57 Million - $10.1 Million
99,480 Added 4.12%
2,512,442 $244 Million
Q1 2024

May 13, 2024
BUY
$83.9 - $94.16 $41.1 Million - $46.1 Million
489,635 Added 25.46%
2,412,962 $227 Million
Q4 2023

Feb 13, 2024
BUY
$70.4 - $93.66 $5.72 Million - $7.61 Million
81,267 Added 4.41%
1,923,327 $179 Million
Q3 2023

Nov 13, 2023
BUY
$81.65 - $94.67 $31.9 Million - $37 Million
390,406 Added 26.89%
1,842,060 $150 Million
Q2 2023

Aug 04, 2023
BUY
$81.22 - $91.12 $1.23 Million - $1.38 Million
15,128 Added 1.05%
1,451,654 $124 Million
Q1 2023

May 11, 2023
BUY
$83.95 - $100.83 $5.97 Million - $7.18 Million
71,173 Added 5.21%
1,436,526 $126 Million
Q4 2022

Feb 07, 2023
BUY
$75.3 - $93.04 $1.13 Million - $1.4 Million
15,042 Added 1.11%
1,365,353 $116 Million
Q3 2022

Nov 10, 2022
SELL
$21.84 - $90.15 $163,909 - $676,575
-7,505 Reduced 0.55%
1,350,311 $107 Million
Q2 2022

Aug 03, 2022
SELL
$72.9 - $90.61 $44.1 Million - $54.8 Million
-604,861 Reduced 30.82%
1,357,816 $103 Million
Q1 2022

May 04, 2022
BUY
$83.31 - $108.73 $1.2 Million - $1.56 Million
14,380 Added 0.74%
1,962,677 $172 Million
Q4 2021

Feb 04, 2022
BUY
$94.82 - $104.66 $6.29 Million - $6.95 Million
66,371 Added 3.53%
1,948,297 $191 Million
Q3 2021

Oct 07, 2021
BUY
$87.64 - $105.45 $49.5 Million - $59.6 Million
564,729 Added 42.87%
1,881,926 $183 Million
Q2 2021

Aug 04, 2021
SELL
$77.29 - $93.96 $4.76 Million - $5.79 Million
-61,582 Reduced 4.47%
1,317,197 $121 Million
Q1 2021

May 04, 2021
SELL
$67.05 - $84.34 $2.92 Million - $3.68 Million
-43,620 Reduced 3.07%
1,378,779 $107 Million
Q4 2020

Feb 02, 2021
SELL
$47.26 - $68.53 $868,591 - $1.26 Million
-18,379 Reduced 1.28%
1,422,399 $97.5 Million
Q3 2020

Oct 09, 2020
BUY
$46.42 - $53.25 $137,078 - $157,247
2,953 Added 0.21%
1,440,778 $69.7 Million
Q2 2020

Jul 08, 2020
BUY
$31.62 - $50.4 $12.4 Million - $19.7 Million
391,451 Added 37.41%
1,437,825 $69.4 Million
Q1 2020

Apr 23, 2020
BUY
$27.81 - $57.51 $7.8 Million - $16.1 Million
280,571 Added 36.64%
1,046,374 $35.6 Million
Q4 2019

Feb 11, 2020
BUY
$39.82 - $51.12 $3.43 Million - $4.4 Million
86,014 Added 12.65%
765,803 $39.1 Million
Q3 2019

Oct 17, 2019
BUY
$39.1 - $45.74 $1.31 Million - $1.53 Million
33,498 Added 5.18%
679,789 $29 Million
Q2 2019

Aug 02, 2019
SELL
$40.69 - $48.46 $281,981 - $335,827
-6,930 Reduced 1.06%
646,291 $28.3 Million
Q1 2019

May 10, 2019
SELL
$39.68 - $44.49 $13.7 Million - $15.3 Million
-344,648 Reduced 34.54%
653,221 $27.6 Million
Q4 2018

Feb 13, 2019
BUY
$37.01 - $47.27 $35.3 Million - $45.1 Million
954,196 Added 2184.86%
997,869 $39.6 Million
Q3 2018

Nov 14, 2018
SELL
$46.57 - $51.05 $1.47 Million - $1.61 Million
-31,555 Reduced 41.95%
43,673 $2.03 Million
Q2 2018

Aug 10, 2018
BUY
$47.19 - $55.22 $629,656 - $736,800
13,343 Added 21.56%
75,228 $3.56 Million
Q1 2018

May 09, 2018
SELL
$51.79 - $58.91 $13 Million - $14.8 Million
-250,748 Reduced 80.21%
61,885 $3.23 Million
Q4 2017

Feb 20, 2018
BUY
$48.1 - $53.85 $1.91 Million - $2.14 Million
39,696 Added 14.54%
312,633 $16.4 Million
Q3 2017

Nov 13, 2017
BUY
$44.01 - $48.31 $764,497 - $839,193
17,371 Added 6.8%
272,937 $13.1 Million
Q2 2017

Aug 14, 2017
BUY
N/A
255,566
255,566 $11.4 Million

Others Institutions Holding MS

# of Institutions
2,395
Shares Held
1.33B
Call Options Held
17.1M
Put Options Held
28.9M
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 $221B
  • 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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