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 $331,535. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,327
Previous 6,736 50.61%
Holding current value
$331,535
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

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $169B
  • 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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