A detailed history of Modera Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Modera Wealth Management, LLC holds 9,308 shares of MS stock, worth $1.22 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,308
Previous 8,898 4.61%
Holding current value
$1.22 Million
Previous $864,000 12.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024

BUY
$92.07 - $106.96 $37,748 - $43,853
410 Added 4.61%
9,308 $970,000
Q2 2024

Jul 29, 2024

SELL
$86.19 - $101.53 $893,531 - $1.05 Million
-10,367 Reduced 53.81%
8,898 $864,000
Q1 2024

May 14, 2024

SELL
$83.9 - $94.16 $74,503 - $83,614
-888 Reduced 4.41%
19,265 $1.81 Million
Q4 2023

Feb 14, 2024

SELL
$70.4 - $93.66 $40,268 - $53,573
-572 Reduced 2.76%
20,153 $1.88 Million
Q3 2023

Nov 01, 2023

SELL
$81.65 - $94.67 $30,210 - $35,027
-370 Reduced 1.75%
20,725 $1.69 Million
Q2 2023

Aug 07, 2023

BUY
$81.22 - $91.12 $154,805 - $173,674
1,906 Added 9.93%
21,095 $1.8 Million
Q1 2023

May 05, 2023

BUY
$83.95 - $100.83 $11,417 - $13,712
136 Added 0.71%
19,189 $1.68 Million
Q4 2022

Feb 07, 2023

BUY
$75.3 - $93.04 $2,033 - $2,512
27 Added 0.14%
19,053 $1.62 Million
Q3 2022

Nov 01, 2022

SELL
$21.84 - $90.15 $7,010 - $28,938
-321 Reduced 1.66%
19,026 $1.5 Million
Q2 2022

Jul 27, 2022

BUY
$72.9 - $90.61 $510 - $634
7 Added 0.04%
19,347 $1.47 Million
Q1 2022

May 03, 2022

SELL
$83.31 - $108.73 $1.24 Million - $1.62 Million
-14,920 Reduced 43.55%
19,340 $1.69 Million
Q4 2021

Feb 04, 2022

SELL
$94.82 - $104.66 $1.08 Million - $1.2 Million
-11,423 Reduced 25.0%
34,260 $3.36 Million
Q3 2021

Nov 04, 2021

SELL
$87.64 - $105.45 $402,267 - $484,015
-4,590 Reduced 9.13%
45,683 $4.45 Million
Q2 2021

Aug 02, 2021

BUY
$77.29 - $93.96 $14,298 - $17,382
185 Added 0.37%
50,273 $4.61 Million
Q1 2021

Apr 29, 2021

BUY
$67.05 - $84.34 $3.36 Million - $4.22 Million
50,088 New
50,088 $3.89 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 $222B
  • 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 Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, 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 Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.