Navis Wealth Advisors, LLC Morgan Stanley Transaction History
Navis Wealth Advisors, LLC
- $129 Million
- Q3 2025
A detailed history of Navis Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 3,102 shares of MS stock, worth $494,613. This represents 0.38% of its overall portfolio holdings.
Number of Shares
3,102
Previous 2,942
5.44%
Holding current value
$494,613
Previous $414,000
19.08%
% of portfolio
0.38%
Previous 0.36%
Shares
12 transactions
Others Institutions Holding MS
# of Institutions
2,628Shares Held
1.31BCall Options Held
18MPut Options Held
25.2M-
Mitsubishi Ufj Financial Group Inc377MShares$60.1 Billion0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA118MShares$18.9 Billion0.29% of portfolio
-
State Street Corp Boston, MA103MShares$16.5 Billion0.59% of portfolio
-
Black Rock Inc. New York, NY84.4MShares$13.5 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY37.4MShares$5.97 Billion0.39% of portfolio
About MORGAN STANLEY
- Ticker MS
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,694,000,000
- Market Cap $270B
- 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...