A detailed history of Golden State Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,795 shares of MS stock, worth $324,247. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,795
Previous 6,520 57.13%
Holding current value
$324,247
Previous $760,000 42814.74%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

SELL
$111.68 - $141.08 $416,008 - $525,523
-3,725 Reduced 57.13%
2,795 $326 Million
Q1 2025

Apr 23, 2025

BUY
$111.68 - $141.08 $428,851 - $541,747
3,840 Added 143.28%
6,520 $760,000
Q4 2024

Jan 28, 2025

BUY
$104.42 - $134.99 $279,845 - $361,773
2,680 New
2,680 $337 Million
Q2 2020

Aug 11, 2020

SELL
$31.62 - $50.4 $1,296 - $2,066
-41 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$27.81 - $57.51 $1,140 - $2,357
41 New
41 $1,000

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 $197B
  • 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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