A detailed history of Mission Wealth Management, LP transactions in Morgan Stanley stock. As of the latest transaction made, Mission Wealth Management, LP holds 8,031 shares of MS stock, worth $1.06 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,031
Previous 8,501 5.53%
Holding current value
$1.06 Million
Previous $826,000 1.33%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2024

SELL
$92.07 - $106.96 $43,272 - $50,271
-470 Reduced 5.53%
8,031 $837,000
Q2 2024

Aug 02, 2024

BUY
$86.19 - $101.53 $96,188 - $113,307
1,116 Added 15.11%
8,501 $826,000
Q1 2024

Apr 30, 2024

BUY
$83.9 - $94.16 $30,539 - $34,274
364 Added 5.18%
7,385 $695,000
Q4 2023

Feb 05, 2024

SELL
$70.4 - $93.66 $9,292 - $12,363
-132 Reduced 1.85%
7,021 $654,000
Q3 2023

Oct 23, 2023

BUY
$81.65 - $94.67 $23,923 - $27,738
293 Added 4.27%
7,153 $584,000
Q2 2023

Aug 04, 2023

BUY
$81.22 - $91.12 $73,260 - $82,190
902 Added 15.14%
6,860 $585,000
Q1 2023

Apr 07, 2023

SELL
$83.95 - $100.83 $35,762 - $42,953
-426 Reduced 6.67%
5,958 $523,000
Q4 2022

Feb 02, 2023

BUY
$75.3 - $93.04 $137,573 - $169,984
1,827 Added 40.09%
6,384 $542,000
Q3 2022

Oct 12, 2022

BUY
$21.84 - $90.15 $28,042 - $115,752
1,284 Added 39.23%
4,557 $360,000
Q2 2022

Jul 27, 2022

BUY
$72.9 - $90.61 $70,421 - $87,529
966 Added 41.87%
3,273 $249,000
Q1 2022

Apr 25, 2022

BUY
$83.31 - $108.73 $1,249 - $1,630
15 Added 0.65%
2,307 $202,000
Q4 2021

Feb 11, 2022

BUY
$94.82 - $104.66 $217,327 - $239,880
2,292 New
2,292 $225,000
Q3 2021

Nov 05, 2021

SELL
$87.64 - $105.45 $195,700 - $235,469
-2,233 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$77.29 - $93.96 $172,588 - $209,812
2,233 New
2,233 $205,000

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 $223B
  • 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 Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.