A detailed history of One Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, One Wealth Advisors, LLC holds 3,932 shares of MS stock, worth $485,366. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,932
Previous 3,924 0.2%
Holding current value
$485,366
Previous $381,000 7.35%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Oct 16, 2024

BUY
$92.07 - $106.96 $736 - $855
8 Added 0.2%
3,932 $409,000
Q2 2024

Aug 13, 2024

SELL
$86.19 - $101.53 $65,676 - $77,365
-762 Reduced 16.26%
3,924 $381,000
Q1 2024

Apr 15, 2024

BUY
$83.9 - $94.16 $167,967 - $188,508
2,002 Added 74.59%
4,686 $441,000
Q4 2023

Feb 13, 2024

BUY
$70.4 - $93.66 $11,404 - $15,172
162 Added 6.42%
2,684 $250,000
Q3 2023

Nov 01, 2023

BUY
$81.65 - $94.67 $205,921 - $238,757
2,522 New
2,522 $205,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $59,863 - $73,966
795 New
795 $67,000
Q2 2021

Aug 16, 2021

SELL
$77.29 - $93.96 $278,475 - $338,537
-3,603 Closed
0 $0
Q1 2021

May 17, 2021

SELL
$67.05 - $84.34 $133,697 - $168,173
-1,994 Reduced 35.63%
3,603 $280,000
Q4 2020

Feb 16, 2021

SELL
$47.26 - $68.53 $12,854 - $18,640
-272 Reduced 4.63%
5,597 $384,000
Q3 2020

Nov 16, 2020

SELL
$46.42 - $53.25 $14,668 - $16,827
-316 Reduced 5.11%
5,869 $284,000
Q2 2020

Aug 14, 2020

BUY
$31.62 - $50.4 $195,569 - $311,724
6,185 New
6,185 $299,000
Q2 2019

Aug 14, 2019

SELL
$40.69 - $48.46 $13,915 - $16,573
-342 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$39.68 - $44.49 $13,570 - $15,215
342 New
342 $14,000
Q4 2018

Feb 15, 2019

SELL
$37.01 - $47.27 $12,657 - $16,166
-342 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$47.19 - $55.22 $16,138 - $18,885
342 New
342 $16,000
Q1 2018

May 15, 2018

SELL
$51.79 - $58.91 $17,608 - $20,029
-340 Closed
0 $0
Q4 2017

Feb 14, 2018

BUY
$48.1 - $53.85 $16,354 - $18,309
340
340 $18,000

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 $209B
  • 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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