A detailed history of Evercore Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,282,786 shares of MS stock, worth $169 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
1,282,786
Previous 1,292,178 0.73%
Holding current value
$169 Million
Previous $126 Million 6.47%
% of portfolio
2.01%
Previous 1.98%

Shares

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

Nov 14, 2024

SELL
$92.07 - $106.96 $864,721 - $1 Million
-9,392 Reduced 0.73%
1,282,786 $134 Million
Q2 2024

Aug 14, 2024

SELL
$86.19 - $101.53 $550,495 - $648,472
-6,387 Reduced 0.49%
1,292,178 $126 Million
Q1 2024

May 15, 2024

BUY
$83.9 - $94.16 $2.01 Million - $2.26 Million
23,960 Added 1.88%
1,298,565 $122 Million
Q4 2023

Feb 14, 2024

BUY
$70.4 - $93.66 $3.44 Million - $4.57 Million
48,812 Added 3.98%
1,274,605 $119 Million
Q3 2023

Nov 14, 2023

SELL
$81.65 - $94.67 $5.61 Million - $6.51 Million
-68,742 Reduced 5.31%
1,225,793 $100 Million
Q2 2023

Aug 04, 2023

BUY
$81.22 - $91.12 $615,160 - $690,142
7,574 Added 0.59%
1,294,535 $111 Million
Q1 2023

May 15, 2023

SELL
$83.95 - $100.83 $30,473 - $36,601
-363 Reduced 0.03%
1,286,961 $113 Million
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $753,903 - $931,516
10,012 Added 0.78%
1,287,324 $109 Million
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $274,135 - $1.13 Million
12,552 Added 0.99%
1,277,312 $101 Million
Q2 2022

Aug 15, 2022

SELL
$72.9 - $90.61 $1.65 Million - $2.05 Million
-22,645 Reduced 1.76%
1,264,760 $96.2 Million
Q1 2022

May 16, 2022

BUY
$83.31 - $108.73 $273,506 - $356,960
3,283 Added 0.26%
1,287,405 $113 Million
Q4 2021

Feb 14, 2022

BUY
$94.82 - $104.66 $1.19 Million - $1.31 Million
12,535 Added 0.99%
1,284,122 $126 Million
Q3 2021

Nov 15, 2021

SELL
$87.64 - $105.45 $1.41 Million - $1.7 Million
-16,128 Reduced 1.25%
1,271,587 $124 Million
Q2 2021

Aug 16, 2021

SELL
$77.29 - $93.96 $315,884 - $384,014
-4,087 Reduced 0.32%
1,287,715 $118 Million
Q1 2021

May 17, 2021

BUY
$67.05 - $84.34 $481,888 - $606,151
7,187 Added 0.56%
1,291,802 $100 Million
Q4 2020

Feb 16, 2021

BUY
$47.26 - $68.53 $531,485 - $770,688
11,246 Added 0.88%
1,284,615 $88 Million
Q3 2020

Nov 16, 2020

BUY
$46.42 - $53.25 $1.18 Million - $1.35 Million
25,372 Added 2.03%
1,273,369 $61.6 Million
Q2 2020

Aug 13, 2020

BUY
$31.62 - $50.4 $1.15 Million - $1.84 Million
36,485 Added 3.01%
1,247,997 $60.3 Million
Q1 2020

May 14, 2020

BUY
$27.81 - $57.51 $1.46 Million - $3.02 Million
52,547 Added 4.53%
1,211,512 $41.2 Million
Q4 2019

Feb 13, 2020

BUY
$39.82 - $51.12 $427,547 - $548,875
10,737 Added 0.94%
1,158,965 $59.2 Million
Q3 2019

Nov 14, 2019

BUY
$39.1 - $45.74 $2.17 Million - $2.54 Million
55,433 Added 5.07%
1,148,228 $49 Million
Q2 2019

Aug 13, 2019

BUY
$40.69 - $48.46 $7.66 Million - $9.12 Million
188,161 Added 20.8%
1,092,795 $47.9 Million
Q1 2019

May 14, 2019

BUY
$39.68 - $44.49 $35.9 Million - $40.2 Million
904,634 New
904,634 $38.2 Million
Q1 2018

May 15, 2018

SELL
$51.79 - $58.91 $432,809 - $492,310
-8,357 Closed
0 $0
Q3 2017

Nov 13, 2017

BUY
$44.01 - $48.31 $367,791 - $403,726
8,357
8,357 $403,000

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 $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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