A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 44,635 shares of MS stock, worth $4.5 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
44,635
Previous 43,630 2.3%
Holding current value
$4.5 Million
Previous $4.11 Million 5.6%
% of portfolio
1.01%
Previous 1.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$86.19 - $101.53 $86,620 - $102,037
1,005 Added 2.3%
44,635 $4.34 Million
Q1 2024

May 10, 2024

BUY
$83.9 - $94.16 $12,165 - $13,653
145 Added 0.33%
43,630 $4.11 Million
Q4 2023

Feb 05, 2024

BUY
$70.4 - $93.66 $372,275 - $495,274
5,288 Added 13.84%
43,485 $4.05 Million
Q3 2023

Nov 06, 2023

BUY
$81.65 - $94.67 $17,473 - $20,259
214 Added 0.56%
38,197 $3.12 Million
Q2 2023

Aug 10, 2023

BUY
$81.22 - $91.12 $63,595 - $71,346
783 Added 2.1%
37,983 $3.24 Million
Q1 2023

May 08, 2023

BUY
$83.95 - $100.83 $46,004 - $55,254
548 Added 1.5%
37,200 $3.27 Million
Q4 2022

Feb 07, 2023

BUY
$75.3 - $93.04 $762,638 - $942,309
10,128 Added 38.18%
36,652 $3.12 Million
Q3 2022

Nov 09, 2022

SELL
$21.84 - $90.15 $2,162 - $8,924
-99 Reduced 0.37%
26,524 $2.1 Million
Q3 2022

Oct 19, 2022

BUY
$21.84 - $90.15 $18,695 - $77,168
856 Added 3.32%
26,623 $2.1 Million
Q2 2022

Aug 15, 2022

BUY
$72.9 - $90.61 $396,940 - $493,371
5,445 Added 26.79%
25,767 $1.96 Million
Q1 2022

May 17, 2022

BUY
$83.31 - $108.73 $1.69 Million - $2.21 Million
20,302 Added 101510.0%
20,322 $1.78 Million
Q4 2021

Feb 15, 2022

SELL
$94.82 - $104.66 $474 - $523
-5 Reduced 20.0%
20 $2,000
Q2 2021

Aug 11, 2021

BUY
$77.29 - $93.96 $1,932 - $2,349
25 New
25 $2,000
Q2 2020

Aug 12, 2020

SELL
$31.62 - $50.4 $10,276 - $16,380
-325 Closed
0 $0
Q1 2020

May 14, 2020

BUY
$27.81 - $57.51 $695 - $1,437
25 Added 8.33%
325 $11,000
Q4 2019

Feb 14, 2020

SELL
$39.82 - $51.12 $1,632 - $2,095
-41 Reduced 12.02%
300 $15,000
Q2 2019

Aug 20, 2019

SELL
$40.69 - $48.46 $691 - $823
-17 Reduced 4.75%
341 $15,000
Q1 2019

May 10, 2019

SELL
$39.68 - $44.49 $6,110 - $6,851
-154 Reduced 30.08%
358 $15,000
Q4 2018

Feb 14, 2019

BUY
$37.01 - $47.27 $18,949 - $24,202
512 New
512 $20,000

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 $171B
  • 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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