A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 126,295 shares of MS stock, worth $17 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
126,295
Previous 108,235 16.69%
Holding current value
$17 Million
Previous $10.5 Million 25.14%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 31, 2024

BUY
$92.07 - $106.96 $1.66 Million - $1.93 Million
18,060 Added 16.69%
126,295 $13.2 Million
Q2 2024

Jul 16, 2024

SELL
$86.19 - $101.53 $1.44 Million - $1.7 Million
-16,765 Reduced 13.41%
108,235 $10.5 Million
Q1 2024

May 06, 2024

BUY
$83.9 - $94.16 $1.19 Million - $1.33 Million
14,175 Added 12.79%
125,000 $11.8 Million
Q4 2023

Feb 07, 2024

BUY
$70.4 - $93.66 $90,886 - $120,915
1,291 Added 1.18%
110,825 $10.3 Million
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $8.94 Million - $10.4 Million
109,534 New
109,534 $8.95 Million

Others Institutions Holding MS

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...
More about MS
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.