A detailed history of Institute For Wealth Management, Llc. transactions in Morgan Stanley stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 17,449 shares of MS stock, worth $2.23 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
17,449
Previous 17,748 1.68%
Holding current value
$2.23 Million
Previous $1.72 Million 5.45%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Nov 12, 2024

SELL
$92.07 - $106.96 $27,528 - $31,981
-299 Reduced 1.68%
17,449 $1.82 Million
Q2 2024

Jul 25, 2024

BUY
$86.19 - $101.53 $23,098 - $27,210
268 Added 1.53%
17,748 $1.72 Million
Q1 2024

Apr 30, 2024

SELL
$83.9 - $94.16 $8,222 - $9,227
-98 Reduced 0.56%
17,480 $1.65 Million
Q4 2023

Jan 31, 2024

BUY
$70.4 - $93.66 $43,507 - $57,881
618 Added 3.64%
17,578 $1.64 Million
Q3 2023

Oct 13, 2023

SELL
$81.65 - $94.67 $5,552 - $6,437
-68 Reduced 0.4%
16,960 $1.39 Million
Q2 2023

Jul 25, 2023

SELL
$81.22 - $91.12 $3,654 - $4,100
-45 Reduced 0.26%
17,028 $1.45 Million
Q1 2023

Apr 20, 2023

SELL
$83.95 - $100.83 $5,876 - $7,058
-70 Reduced 0.41%
17,073 $1.5 Million
Q4 2022

Feb 02, 2023

SELL
$75.3 - $93.04 $63,628 - $78,618
-845 Reduced 4.7%
17,143 $1.46 Million
Q3 2022

Oct 18, 2022

SELL
$21.84 - $90.15 $1,965 - $8,113
-90 Reduced 0.5%
17,988 $1.42 Million
Q2 2022

Jul 25, 2022

SELL
$72.9 - $90.61 $10,133 - $12,594
-139 Reduced 0.76%
18,078 $1.38 Million
Q1 2022

Apr 29, 2022

BUY
$83.31 - $108.73 $25,992 - $33,923
312 Added 1.74%
18,217 $1.59 Million
Q4 2021

Jan 21, 2022

SELL
$94.82 - $104.66 $12,516 - $13,815
-132 Reduced 0.73%
17,905 $1.76 Million
Q3 2021

Nov 15, 2021

BUY
$87.64 - $105.45 $222,342 - $267,526
2,537 Added 16.37%
18,037 $1.76 Million
Q2 2021

Jul 21, 2021

SELL
$77.29 - $93.96 $15,148 - $18,416
-196 Reduced 1.25%
15,500 $1.42 Million
Q1 2021

May 04, 2021

SELL
$67.05 - $84.34 $26,149 - $32,892
-390 Reduced 2.42%
15,696 $1.22 Million
Q4 2020

Feb 01, 2021

BUY
$47.26 - $68.53 $35,208 - $51,054
745 Added 4.86%
16,086 $1.1 Million
Q3 2020

Nov 03, 2020

BUY
$46.42 - $53.25 $4,874 - $5,591
105 Added 0.69%
15,341 $740,000
Q2 2020

Jul 30, 2020

BUY
$31.62 - $50.4 $8,189 - $13,053
259 Added 1.73%
15,236 $736,000
Q1 2020

Apr 29, 2020

SELL
$27.81 - $57.51 $12,125 - $25,074
-436 Reduced 2.83%
14,977 $509,000
Q4 2019

Feb 27, 2020

BUY
$39.82 - $51.12 $582,367 - $747,630
14,625 Added 1855.96%
15,413 $788,000
Q4 2019

Jan 27, 2020

SELL
$39.82 - $51.12 $587,783 - $754,582
-14,761 Reduced 94.93%
788 $788,000
Q2 2019

Aug 02, 2019

SELL
$40.69 - $48.46 $4,272 - $5,088
-105 Reduced 0.67%
15,549 $681,000
Q1 2019

May 15, 2019

BUY
$39.68 - $44.49 $621,150 - $696,446
15,654 New
15,654 $661,000
Q4 2018

Feb 08, 2019

SELL
$37.01 - $47.27 $556,371 - $710,609
-15,033 Closed
0 $0
Q3 2018

Oct 29, 2018

SELL
$46.57 - $51.05 $117,915 - $129,258
-2,532 Reduced 14.42%
15,033 $722,000
Q2 2018

Aug 10, 2018

BUY
$47.19 - $55.22 $330 - $386
7 Added 0.04%
17,565 $828,000
Q1 2018

May 15, 2018

BUY
$51.79 - $58.91 $94,931 - $107,982
1,833 Added 11.66%
17,558 $908,000
Q4 2017

Feb 12, 2018

SELL
$48.1 - $53.85 $45,358 - $50,780
-943 Reduced 5.66%
15,725 $824,000
Q3 2017

Nov 14, 2017

BUY
$44.01 - $48.31 $5,457 - $5,990
124 Added 0.75%
16,668 $805,000
Q2 2017

Aug 14, 2017

BUY
N/A
16,544
16,544 $732,000

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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