A detailed history of Epg Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,392 shares of MS stock, worth $221,954. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,392
Previous 1,435 3.0%
Holding current value
$221,954
Previous $202 Million 9.42%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$139.09 - $161.16 $5,980 - $6,929
-43 Reduced 3.0%
1,392 $221 Million
Q2 2025

Aug 05, 2025

BUY
$99.83 - $140.86 $143,256 - $202,134
1,435 New
1,435 $202 Million
Q2 2020

Aug 06, 2020

SELL
$31.62 - $50.4 $10,244 - $16,329
-324 Closed
0 $0
Q1 2020

May 05, 2020

SELL
$27.81 - $57.51 $2,475 - $5,118
-89 Reduced 21.55%
324 $11,000
Q4 2019

Feb 14, 2020

BUY
$39.82 - $51.12 $16,445 - $21,112
413 New
413 $21,000

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 $270B
  • 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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