A detailed history of Mosaic Family Wealth Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 4,610 shares of MS stock, worth $638,162. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,610
Previous 4,606 0.09%
Holding current value
$638,162
Previous $448 Million 7.35%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 13, 2024

BUY
$92.07 - $106.96 $368 - $427
4 Added 0.09%
4,610 $481 Million
Q2 2024

Aug 06, 2024

SELL
$86.19 - $101.53 $3,447 - $4,061
-40 Reduced 0.86%
4,606 $448 Million
Q1 2024

Jun 13, 2024

SELL
$83.9 - $94.16 $13,927 - $15,630
-166 Reduced 3.45%
4,646 $437 Million
Q4 2023

Jan 29, 2024

BUY
$70.4 - $93.66 $7,180 - $9,553
102 Added 2.17%
4,812 $449 Million
Q1 2023

Apr 10, 2023

SELL
$83.95 - $100.83 $7,555 - $9,074
-90 Reduced 1.88%
4,710 $414 Million
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $361,440 - $446,592
4,800 New
4,800 $408 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 $235B
  • 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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