Jupiter Wealth Management LLC Morgan Stanley Transaction History

Jupiter Wealth Management LLC

$153 Million
Q1 2025

A detailed history of Jupiter Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 49,018 shares of MS stock, worth $6.25 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares

49,018

Previous 45,928 6.73%

Holding current value

$6.25 Million

Previous $4.79 Million 19.45%

% of portfolio

3.74%

Previous 2.59%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 20, 2025	BUY	$111.68 - $141.08 $345,091 - $435,937	3,090 Added 6.73%	49,018 $5.72 Million
Q2 2024 Aug 12, 2024	SELL	$86.19 - $101.53 $144,799 - $170,570	-1,680 Reduced 3.53%	45,928 $4.46 Million
Q1 2024 May 09, 2024	BUY	$83.9 - $94.16 $100,680 - $112,992	1,200 Added 2.59%	47,608 $4.48 Million
Q4 2023 Feb 07, 2024	BUY	$70.4 - $93.66 $375,302 - $499,301	5,331 Added 12.98%	46,408 $4.33 Million
Q3 2023 Nov 13, 2023	SELL	$81.65 - $94.67 $206,084 - $238,947	-2,524 Reduced 5.79%	41,077 $3.35 Million
Q2 2023 Aug 15, 2023	BUY	$81.22 - $91.12 $8,203 - $9,203	101 Added 0.23%	43,601 $3.72 Million
Q1 2023 Apr 13, 2023	SELL	$83.95 - $100.83 $450,139 - $540,650	-5,362 Reduced 10.97%	43,500 $3.82 Million
Q4 2022 Feb 14, 2023	BUY	$75.3 - $93.04 $92,543 - $114,346	1,229 Added 2.58%	48,862 $4.15 Million
Q3 2022 Nov 14, 2022	BUY	$21.84 - $90.15 $28,282 - $116,744	1,295 Added 2.79%	47,633 $3.76 Million
Q2 2022 Aug 15, 2022	SELL	$72.9 - $90.61 $219,866 - $273,279	-3,016 Reduced 6.11%	46,338 $3.52 Million
Q1 2022 May 10, 2022	SELL	$83.31 - $108.73 $2.25 Million - $2.93 Million	-26,968 Reduced 35.33%	49,354 $4.31 Million
Q4 2021 Feb 09, 2022	SELL	$94.82 - $104.66 $736,751 - $813,208	-7,770 Reduced 9.24%	76,322 $7.49 Million
Q3 2021 Nov 17, 2021	SELL	$87.64 - $105.45 $635,127 - $764,196	-7,247 Reduced 7.93%	84,092 $8.22 Million
Q2 2021 Aug 09, 2021	SELL	$77.29 - $93.96 $486,231 - $591,102	-6,291 Reduced 6.44%	91,339 $9.11 Million
Q1 2021 Apr 30, 2021	BUY	$67.05 - $84.34 $229,981 - $289,286	3,430 Added 3.64%	97,630 $8.17 Million
Q4 2020 Feb 12, 2021	BUY	$47.26 - $68.53 $164,464 - $238,484	3,480 Added 3.84%	94,200 $6.46 Million
Q3 2020 Nov 19, 2020	SELL	$46.42 - $53.25 $1.58 Million - $1.81 Million	-34,076 Reduced 27.31%	90,720 $4.39 Million
Q2 2020 Aug 17, 2020	SELL	$31.62 - $50.4 $190,036 - $302,904	-6,010 Reduced 4.59%	124,796 $6.47 Million
Q1 2020 May 04, 2020	BUY	$27.81 - $57.51 $3.64 Million - $7.52 Million	130,806 New	130,806 $5.02 Million

Others Institutions Holding MS

# of Institutions

2,393

Shares Held

1.33B

Call Options Held

17.1M

Put Options Held

28.9M

View Full List

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...

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Jupiter Wealth Management LLC Morgan Stanley Transaction History