Icon Wealth Partners, LLC Morgan Stanley Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,327 shares of MS stock, worth $410,684. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,327
Previous 6,736 50.61%
Holding current value
$410,684
Previous $575,000 52.87%
% of portfolio
0.03%
Previous 0.06%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$81.65 - $94.67 $278,344 - $322,730
-3,409 Reduced 50.61%
3,327 $271,000
Q2 2023

Aug 03, 2023
BUY
$81.22 - $91.12 $249,426 - $279,829
3,071 Added 83.79%
6,736 $575,000
Q1 2023

May 11, 2023
BUY
$83.95 - $100.83 $307,676 - $369,541
3,665 New
3,665 $321,000
Q2 2022

Jul 19, 2022
SELL
$72.9 - $90.61 $166,795 - $207,315
-2,288 Closed
0 $0
Q1 2022

Apr 19, 2022
BUY
$83.31 - $108.73 $3,165 - $4,131
38 Added 1.69%
2,288 $200,000
Q4 2021

Jan 19, 2022
SELL
$94.82 - $104.66 $89,510 - $98,799
-944 Reduced 29.56%
2,250 $221,000
Q3 2021

Nov 15, 2021
SELL
$87.64 - $105.45 $93,161 - $112,093
-1,063 Reduced 24.97%
3,194 $311,000
Q2 2021

Jul 30, 2021
SELL
$77.29 - $93.96 $54,180 - $65,865
-701 Reduced 14.14%
4,257 $390,000
Q1 2021

Apr 26, 2021
BUY
$67.05 - $84.34 $120,220 - $151,221
1,793 Added 56.65%
4,958 $385,000
Q4 2020

Feb 08, 2021
BUY
$47.26 - $68.53 $149,577 - $216,897
3,165 New
3,165 $217,000
Q3 2020

Oct 22, 2020
SELL
$46.42 - $53.25 $426,506 - $489,261
-9,188 Closed
0 $0
Q2 2020

Jul 14, 2020
BUY
$31.62 - $50.4 $290,524 - $463,075
9,188 New
9,188 $444,000
Q2 2019

Aug 13, 2019
SELL
$40.69 - $48.46 $83,170 - $99,052
-2,044 Closed
0 $0
Q1 2019

May 09, 2019
BUY
$39.68 - $44.49 $81,105 - $90,937
2,044 New
2,044 $86,000
Q4 2018

Feb 14, 2019
SELL
$37.01 - $47.27 $175,982 - $224,768
-4,755 Closed
0 $0
Q3 2018

Nov 14, 2018
SELL
$46.57 - $51.05 $65,430 - $71,725
-1,405 Reduced 22.81%
4,755 $221,000
Q2 2018

Aug 13, 2018
SELL
$47.19 - $55.22 $79,515 - $93,045
-1,685 Reduced 21.48%
6,160 $292,000
Q1 2018

May 15, 2018
SELL
$51.79 - $58.91 $139,107 - $158,232
-2,686 Reduced 25.51%
7,845 $423,000
Q4 2017

Feb 13, 2018
BUY
$48.1 - $53.85 $506,541 - $567,094
10,531
10,531 $553,000

Others Institutions Holding MS

# of Institutions
2,123
Shares Held
1.31B
Call Options Held
26.3M
Put Options Held
29.4M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $209B
  • 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
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email