A detailed history of Hb Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Hb Wealth Management, LLC holds 50,770 shares of MS stock, worth $6.45 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
50,770
Previous 47,211 7.54%
Holding current value
$6.45 Million
Previous $4.59 Million 15.34%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 15, 2024

BUY
$92.07 - $106.96 $327,677 - $380,670
3,559 Added 7.54%
50,770 $5.29 Million
Q2 2024

Jul 26, 2024

BUY
$86.19 - $101.53 $229,093 - $269,866
2,658 Added 5.97%
47,211 $4.59 Million
Q1 2024

Apr 30, 2024

BUY
$83.9 - $94.16 $172,330 - $193,404
2,054 Added 4.83%
44,553 $4.2 Million
Q4 2023

Jan 16, 2024

BUY
$70.4 - $93.66 $184,940 - $246,044
2,627 Added 6.59%
42,499 $3.96 Million
Q3 2023

Oct 13, 2023

BUY
$81.65 - $94.67 $183,630 - $212,912
2,249 Added 5.98%
39,872 $3.26 Million
Q2 2023

Jul 13, 2023

SELL
$81.22 - $91.12 $93,971 - $105,425
-1,157 Reduced 2.98%
37,623 $3.21 Million
Q1 2023

Apr 13, 2023

BUY
$83.95 - $100.83 $288,032 - $345,947
3,431 Added 9.71%
38,780 $3.4 Million
Q4 2022

Jan 20, 2023

BUY
$75.3 - $93.04 $100,525 - $124,208
1,335 Added 3.92%
35,349 $0
Q3 2022

Oct 19, 2022

SELL
$21.84 - $90.15 $23,892 - $98,624
-1,094 Reduced 3.12%
34,014 $2.69 Million
Q2 2022

Jul 15, 2022

BUY
$72.9 - $90.61 $663,317 - $824,460
9,099 Added 34.98%
35,108 $2.67 Million
Q1 2022

May 16, 2022

BUY
$83.31 - $108.73 $32,740 - $42,730
393 Added 1.53%
26,009 $2.27 Million
Q4 2021

Feb 15, 2022

BUY
$94.82 - $104.66 $2.43 Million - $2.68 Million
25,616 New
25,616 $2.52 Million

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 $215B
  • 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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