A detailed history of Omnia Family Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Omnia Family Wealth, LLC holds 3,063 shares of MS stock, worth $389,184. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,063
Previous 2,966 3.27%
Holding current value
$389,184
Previous $288,000 10.76%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Nov 06, 2024

BUY
$92.07 - $106.96 $8,930 - $10,375
97 Added 3.27%
3,063 $319,000
Q2 2024

Aug 14, 2024

BUY
$86.19 - $101.53 $7,843 - $9,239
91 Added 3.17%
2,966 $288,000
Q1 2024

Apr 30, 2024

SELL
$83.9 - $94.16 $1,594 - $1,789
-19 Reduced 0.66%
2,875 $270,000
Q3 2023

Nov 01, 2023

SELL
$81.65 - $94.67 $155,135 - $179,873
-1,900 Reduced 39.63%
2,894 $236,000
Q3 2021

Nov 03, 2021

BUY
$87.64 - $105.45 $166,516 - $200,355
1,900 Added 65.65%
4,794 $467,000
Q1 2021

May 12, 2021

SELL
$67.05 - $84.34 $4,559 - $5,735
-68 Reduced 2.3%
2,894 $225,000
Q4 2020

Feb 08, 2021

BUY
$47.26 - $68.53 $139,984 - $202,985
2,962 New
2,962 $202,000
Q2 2019

Aug 07, 2019

SELL
$40.69 - $48.46 $98,632 - $117,467
-2,424 Closed
0 $0
Q4 2018

Feb 26, 2019

BUY
$37.01 - $47.27 $3,219 - $4,112
87 Added 3.72%
2,424 $96,000
Q3 2018

Nov 14, 2018

SELL
$46.57 - $51.05 $6,240 - $6,840
-134 Reduced 5.42%
2,337 $109,000
Q1 2018

May 11, 2018

SELL
$51.79 - $58.91 $5,230 - $5,949
-101 Reduced 3.93%
2,471 $133,000
Q4 2017

Feb 02, 2018

BUY
$48.1 - $53.85 $6,878 - $7,700
143 Added 5.89%
2,572 $135,000
Q2 2017

Aug 10, 2017

BUY
N/A
2,429
2,429 $108,000

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 $215B
  • 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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