A detailed history of Phillips Wealth Planners LLC transactions in Morgan Stanley stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,866 shares of MS stock, worth $494,963. This represents 0.44% of its overall portfolio holdings.

Number of Shares
3,866
Previous 2,536 52.44%
Holding current value
$494,963
Previous $262 Million 76.09%
% of portfolio
0.44%
Previous 0.28%

Shares

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

Oct 28, 2024

BUY
$92.07 - $106.96 $122,453 - $142,256
1,330 Added 52.44%
3,866 $462 Million
Q2 2024

Aug 02, 2024

SELL
$86.19 - $101.53 $2,930 - $3,452
-34 Reduced 1.32%
2,536 $262 Million
Q1 2024

Apr 29, 2024

BUY
$83.9 - $94.16 $2,349 - $2,636
28 Added 1.1%
2,570 $229 Million
Q4 2023

Feb 12, 2024

BUY
$70.4 - $93.66 $178,956 - $238,083
2,542 New
2,542 $213 Million
Q2 2023

Jul 26, 2023

BUY
$81.22 - $91.12 $3,492 - $3,918
43 Added 1.58%
2,756 $235 Million
Q1 2023

May 15, 2023

BUY
$83.95 - $100.83 $2,098 - $2,520
25 Added 0.93%
2,713 $239 Million
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $202,406 - $250,091
2,688 New
2,688 $267 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 $217B
  • 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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