A detailed history of New Edge Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, New Edge Wealth, LLC holds 13,178 shares of MS stock, worth $1.31 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,178
Previous 132,760 90.07%
Holding current value
$1.31 Million
Previous $12.4 Million 89.98%
% of portfolio
0.03%
Previous 0.33%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$83.9 - $94.16 $10 Million - $11.3 Million
-119,582 Reduced 90.07%
13,178 $1.24 Million
Q4 2023

Jan 29, 2024

SELL
$70.4 - $93.66 $1.82 Million - $2.43 Million
-25,916 Reduced 16.33%
132,760 $12.4 Million
Q3 2023

Nov 08, 2023

BUY
$81.65 - $94.67 $12 Million - $13.9 Million
146,749 Added 1230.39%
158,676 $13 Million
Q2 2023

Aug 09, 2023

BUY
$81.22 - $91.12 $484,558 - $543,621
5,966 Added 100.08%
11,927 $1.02 Million
Q1 2023

May 08, 2023

SELL
$83.95 - $100.83 $256,803 - $308,438
-3,059 Reduced 33.91%
5,961 $523,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $104,139 - $128,674
1,383 Added 18.11%
9,020 $766,000
Q3 2022

Nov 14, 2022

SELL
$21.84 - $90.15 $20,922 - $86,363
-958 Reduced 11.15%
7,637 $603,000
Q2 2022

Aug 09, 2022

SELL
$72.9 - $90.61 $78,950 - $98,130
-1,083 Reduced 11.19%
8,595 $654,000
Q1 2022

May 10, 2022

BUY
$83.31 - $108.73 $450,373 - $587,794
5,406 Added 126.54%
9,678 $846,000
Q4 2021

Jan 31, 2022

BUY
$94.82 - $104.66 $54,426 - $60,074
574 Added 15.52%
4,272 $419,000
Q3 2021

Nov 12, 2021

BUY
$87.64 - $105.45 $87 - $105
1 Added 0.03%
3,698 $360,000
Q1 2021

May 13, 2021

BUY
$67.05 - $84.34 $247,883 - $311,804
3,697 New
3,697 $287,000

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 $169B
  • 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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