A detailed history of Integris Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Integris Wealth Management, LLC holds 5,231 shares of MS stock, worth $645,714. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,231
Previous 5,231 -0.0%
Holding current value
$645,714
Previous $508 Million 7.25%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Nov 08, 2023

BUY
$81.65 - $94.67 $17,309 - $20,070
212 Added 4.22%
5,231 $427 Million
Q2 2023

Jul 13, 2023

SELL
$81.22 - $91.12 $3,248 - $3,644
-40 Reduced 0.79%
5,019 $429 Million
Q1 2023

May 15, 2023

BUY
$83.95 - $100.83 $3,358 - $4,033
40 Added 0.8%
5,059 $444 Million
Q4 2022

Feb 07, 2023

BUY
$75.3 - $93.04 $377,930 - $466,967
5,019 New
5,019 $427 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 $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
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