Evercore Wealth Management, LLC Morgan Stanley Transaction History
Evercore Wealth Management, LLC
- $6.2 Billion
- Q2 2025
A detailed history of Evercore Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,261,942 shares of MS stock, worth $207 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
1,261,942
Previous 1,241,998
1.61%
Holding current value
$207 Million
Previous $145 Million
22.67%
% of portfolio
2.87%
Previous 2.41%
Shares
28 transactions
Others Institutions Holding MS
# of Institutions
2,587Shares Held
1.33BCall Options Held
19.3MPut Options Held
23.8M-
Mitsubishi Ufj Financial Group Inc377MShares$61.8 Billion0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA119MShares$19.5 Billion0.28% of portfolio
-
State Street Corp Boston, MA104MShares$17.1 Billion0.57% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$13.8 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY38.6MShares$6.33 Billion0.35% of portfolio
About MORGAN STANLEY
- Ticker MS
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,694,000,000
- Market Cap $278B
- 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...