A detailed history of Jgp Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 3,224 shares of MS stock, worth $337,004. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,224
Previous 3,237 0.4%
Holding current value
$337,004
Previous $304,000 2.96%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$86.19 - $101.53 $1,120 - $1,319
-13 Reduced 0.4%
3,224 $313,000
Q1 2024

Apr 24, 2024

SELL
$83.9 - $94.16 $4,446 - $4,990
-53 Reduced 1.61%
3,237 $304,000
Q4 2023

Jan 10, 2024

BUY
$70.4 - $93.66 $1,196 - $1,592
17 Added 0.52%
3,290 $306,000
Q3 2023

Oct 19, 2023

SELL
$81.65 - $94.67 $5,143 - $5,964
-63 Reduced 1.89%
3,273 $267,000
Q1 2023

Apr 14, 2023

SELL
$83.95 - $100.83 $5,204 - $6,251
-62 Reduced 1.82%
3,336 $292,000
Q4 2022

Feb 09, 2023

SELL
$75.3 - $93.04 $3,012 - $3,721
-40 Reduced 1.16%
3,398 $288,000
Q3 2022

Oct 14, 2022

BUY
$21.84 - $90.15 $960 - $3,966
44 Added 1.3%
3,438 $271,000
Q2 2022

Jul 19, 2022

BUY
$72.9 - $90.61 $4,519 - $5,617
62 Added 1.86%
3,394 $256,000
Q1 2022

Apr 20, 2022

BUY
$83.31 - $108.73 $11,830 - $15,439
142 Added 4.45%
3,332 $280,000
Q4 2021

Jan 18, 2022

BUY
$94.82 - $104.66 $3,129 - $3,453
33 Added 1.05%
3,190 $324,000
Q2 2021

Aug 12, 2021

SELL
$77.29 - $93.96 $3 Million - $3.65 Million
-38,806 Reduced 92.48%
3,157 $289,000
Q1 2021

Apr 28, 2021

BUY
$67.05 - $84.34 $2.61 Million - $3.28 Million
38,914 Added 1276.29%
41,963 $3.26 Million
Q4 2020

Feb 10, 2021

BUY
$47.26 - $68.53 $144,095 - $208,947
3,049 New
3,049 $220,000

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 $177B
  • 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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