A detailed history of Iht Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,777 shares of MS stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,777
Previous 8,069 8.77%
Holding current value
$1.12 Million
Previous $784,000 16.58%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024

BUY
$92.07 - $106.96 $65,185 - $75,727
708 Added 8.77%
8,777 $914,000
Q2 2024

Aug 14, 2024

SELL
$86.19 - $101.53 $3,619 - $4,264
-42 Reduced 0.52%
8,069 $784,000
Q1 2024

May 15, 2024

SELL
$83.9 - $94.16 $56,632 - $63,558
-675 Reduced 7.68%
8,111 $763,000
Q4 2023

Feb 14, 2024

BUY
$70.4 - $93.66 $7,744 - $10,302
110 Added 1.27%
8,786 $819,000
Q3 2023

Nov 14, 2023

BUY
$81.65 - $94.67 $20,984 - $24,330
257 Added 3.05%
8,676 $708,000
Q2 2023

Aug 14, 2023

BUY
$81.22 - $91.12 $5,604 - $6,287
69 Added 0.83%
8,419 $718,000
Q1 2023

May 15, 2023

SELL
$83.95 - $100.83 $4,365 - $5,243
-52 Reduced 0.62%
8,350 $733,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $5,798 - $7,164
77 Added 0.92%
8,402 $714,000
Q3 2022

Nov 22, 2022

BUY
$21.84 - $90.15 $71,132 - $293,618
3,257 Added 64.27%
8,325 $658,000
Q2 2022

Aug 15, 2022

BUY
$72.9 - $90.61 $23,036 - $28,632
316 Added 6.65%
5,068 $385,000
Q1 2022

May 16, 2022

BUY
$83.31 - $108.73 $25,409 - $33,162
305 Added 6.86%
4,752 $415,000
Q4 2021

Feb 14, 2022

BUY
$94.82 - $104.66 $5,499 - $6,070
58 Added 1.32%
4,447 $437,000
Q3 2021

Nov 15, 2021

SELL
$87.64 - $105.45 $1.03 Million - $1.24 Million
-11,789 Reduced 72.87%
4,389 $427,000
Q2 2021

Aug 16, 2021

BUY
$77.29 - $93.96 $935,595 - $1.14 Million
12,105 Added 297.2%
16,178 $1.48 Million
Q1 2021

May 18, 2021

SELL
$67.05 - $84.34 $60,479 - $76,074
-902 Reduced 18.13%
4,073 $316,000
Q4 2020

Feb 17, 2021

BUY
$47.26 - $68.53 $32,940 - $47,765
697 Added 16.29%
4,975 $341,000
Q3 2020

Nov 19, 2020

BUY
$46.42 - $53.25 $198,584 - $227,803
4,278 New
4,278 $207,000
Q4 2018

Feb 15, 2019

SELL
$37.01 - $47.27 $198,188 - $253,130
-5,355 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$46.57 - $51.05 $14,902 - $16,336
320 Added 6.36%
5,355 $249,000
Q2 2018

Aug 13, 2018

SELL
$47.19 - $55.22 $21,848 - $25,566
-463 Reduced 8.42%
5,035 $239,000
Q1 2018

May 15, 2018

BUY
$51.79 - $58.91 $12,222 - $13,902
236 Added 4.48%
5,498 $290,000
Q4 2017

Feb 14, 2018

BUY
$48.1 - $53.85 $17,700 - $19,816
368 Added 7.52%
5,262 $278,000
Q3 2017

Nov 14, 2017

BUY
$44.01 - $48.31 $215,384 - $236,429
4,894
4,894 $242,000

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 $216B
  • 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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