A detailed history of Measured Wealth Private Client Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 3,754 shares of MS stock, worth $479,535. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,754
Previous 3,874 3.1%
Holding current value
$479,535
Previous $376,000 3.99%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 25, 2024

SELL
$92.07 - $106.96 $11,048 - $12,835
-120 Reduced 3.1%
3,754 $391,000
Q2 2024

Aug 12, 2024

BUY
$86.19 - $101.53 $18,617 - $21,930
216 Added 5.9%
3,874 $376,000
Q1 2024

Apr 18, 2024

BUY
$83.9 - $94.16 $36,160 - $40,582
431 Added 13.36%
3,658 $344,000
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $24,780 - $32,968
-352 Reduced 9.84%
3,227 $300,000
Q3 2023

Oct 18, 2023

BUY
$81.65 - $94.67 $2,367 - $2,745
29 Added 0.82%
3,579 $292,000
Q2 2023

Jul 20, 2023

BUY
$81.22 - $91.12 $2,274 - $2,551
28 Added 0.8%
3,550 $303,000
Q1 2023

May 01, 2023

SELL
$83.95 - $100.83 $51,629 - $62,010
-615 Reduced 14.87%
3,522 $309,000
Q4 2022

Jan 23, 2023

SELL
$75.3 - $93.04 $5,346 - $6,605
-71 Reduced 1.69%
4,137 $0
Q3 2022

Oct 27, 2022

BUY
$21.84 - $90.15 $91,902 - $379,351
4,208 New
4,208 $332,000
Q1 2022

May 03, 2022

SELL
$83.31 - $108.73 $245,347 - $320,209
-2,945 Closed
0 $0
Q4 2021

Jan 28, 2022

BUY
$94.82 - $104.66 $12,421 - $13,710
131 Added 4.66%
2,945 $289,000
Q3 2021

Nov 01, 2021

BUY
$87.64 - $105.45 $246,618 - $296,736
2,814 New
2,814 $274,000
Q3 2019

Oct 11, 2019

SELL
$39.1 - $45.74 $208,168 - $243,519
-5,324 Closed
0 $0
Q2 2019

Jul 26, 2019

SELL
$40.69 - $48.46 $10,375 - $12,357
-255 Reduced 4.57%
5,324 $233,000
Q1 2019

May 07, 2019

BUY
$39.68 - $44.49 $221,374 - $248,209
5,579 New
5,579 $235,000
Q4 2018

Feb 07, 2019

SELL
$37.01 - $47.27 $167,877 - $214,416
-4,536 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$47.19 - $55.22 $214,053 - $250,477
4,536 New
4,536 $215,000

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
Track This Portfolio

Track Measured Wealth Private Client Group, LLC Portfolio

Follow Measured Wealth Private Client Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.