Principle Wealth Partners LLC Morgan Stanley Transaction History

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Morgan Stanley stock. As of the latest transaction made, Principle Wealth Partners LLC holds 11,674 shares of MS stock, worth $1.54 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,674
Previous 11,644 0.26%
Holding current value
$1.54 Million
Previous $1.13 Million 7.52%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 13, 2024
BUY
$92.07 - $106.96 $2,762 - $3,208
30 Added 0.26%
11,674 $1.22 Million
Q2 2024

Aug 13, 2024
BUY
$86.19 - $101.53 $344 - $406
4 Added 0.03%
11,644 $1.13 Million
Q1 2024

Apr 23, 2024
BUY
$83.9 - $94.16 $335 - $376
4 Added 0.03%
11,640 $1.1 Million
Q4 2023

Feb 05, 2024
BUY
$70.4 - $93.66 $422 - $561
6 Added 0.05%
11,636 $1.09 Million
Q3 2023

Nov 01, 2023
BUY
$81.65 - $94.67 $408 - $473
5 Added 0.04%
11,630 $949,000
Q2 2023

Jul 31, 2023
SELL
$81.22 - $91.12 $76,346 - $85,652
-940 Reduced 7.48%
11,625 $992,000
Q1 2023

May 10, 2023
BUY
$83.95 - $100.83 $335 - $403
4 Added 0.03%
12,565 $1.1 Million
Q4 2022

Feb 02, 2023
SELL
$75.3 - $93.04 $2,033 - $2,512
-27 Reduced 0.21%
12,561 $1.07 Million
Q1 2022

May 12, 2022
BUY
$83.31 - $108.73 $249 - $326
3 Added 0.02%
12,588 $1.1 Million
Q4 2021

Feb 11, 2022
BUY
$94.82 - $104.66 $12,136 - $13,396
128 Added 1.03%
12,585 $1.24 Million
Q3 2021

Nov 16, 2021
SELL
$87.64 - $105.45 $63,977 - $76,978
-730 Reduced 5.54%
12,457 $1.21 Million
Q2 2021

Aug 13, 2021
SELL
$77.29 - $93.96 $44,519 - $54,120
-576 Reduced 4.19%
13,187 $1.21 Million
Q4 2020

Feb 16, 2021
SELL
$47.26 - $68.53 $23,157 - $33,579
-490 Reduced 3.44%
13,763 $943,000
Q4 2019

Feb 04, 2020
BUY
$39.82 - $51.12 $23,095 - $29,649
580 Added 4.24%
14,253 $729,000
Q3 2019

Nov 05, 2019
BUY
$39.1 - $45.74 $122,500 - $143,303
3,133 Added 29.72%
13,673 $583,000
Q1 2019

Oct 30, 2019
BUY
$39.68 - $44.49 $62,376 - $69,938
1,572 Added 17.53%
10,540 $445,000
Q4 2018

Oct 11, 2019
BUY
$37.01 - $47.27 $331,905 - $423,917
8,968 New
8,968 $336,000

Others Institutions Holding MS

# of Institutions
2,122
Shares Held
1.31B
Call Options Held
26.3M
Put Options Held
29.4M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $224B
  • 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
Track This Portfolio

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email