Private Wealth Partners, LLC Morgan Stanley Transaction History

Private Wealth Partners, LLC

$1.19 Billion
Q1 2025

A detailed history of Private Wealth Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Private Wealth Partners, LLC holds 61,924 shares of MS stock, worth $8.89 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

61,924

Previous 61,971 0.08%

Holding current value

$8.89 Million

Previous $7.79 Million 7.27%

% of portfolio

0.6%

Previous 0.6%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$111.68 - $141.08 $5,248 - $6,630	-47 Reduced 0.08%	61,924 $7.22 Million
Q4 2024 Jan 31, 2025	SELL	$104.42 - $134.99 $44,274 - $57,235	-424 Reduced 0.68%	61,971 $7.79 Million
Q3 2024 Oct 29, 2024	BUY	$92.07 - $106.96 $244,906 - $284,513	2,660 Added 4.45%	62,395 $6.5 Million
Q2 2024 Aug 07, 2024	BUY	$86.19 - $101.53 $581,696 - $685,225	6,749 Added 12.74%	59,735 $5.81 Million
Q1 2024 May 08, 2024	SELL	$83.9 - $94.16 $926,088 - $1.04 Million	-11,038 Reduced 17.24%	52,986 $4.99 Million
Q4 2023 Feb 02, 2024	BUY	$70.4 - $93.66 $332,499 - $442,356	4,723 Added 7.96%	64,024 $5.97 Million
Q3 2023 Nov 06, 2023	BUY	$81.65 - $94.67 $261,443 - $303,133	3,202 Added 5.71%	59,301 $4.84 Million
Q2 2023 Aug 03, 2023	BUY	$81.22 - $91.12 $268,756 - $301,516	3,309 Added 6.27%	56,099 $4.79 Million
Q1 2023 May 03, 2023	BUY	$83.95 - $100.83 $347,972 - $417,940	4,145 Added 8.52%	52,790 $4.63 Million
Q4 2022 Jan 25, 2023	BUY	$75.3 - $93.04 $1.5 Million - $1.85 Million	19,925 Added 69.38%	48,645 $0
Q3 2022 Oct 26, 2022	SELL	$21.84 - $90.15 $280,207 - $1.16 Million	-12,830 Reduced 30.88%	28,720 $2.27 Million
Q2 2022 Aug 02, 2022	SELL	$72.9 - $90.61 $533,628 - $663,265	-7,320 Reduced 14.98%	41,550 $3.16 Million
Q1 2022 May 02, 2022	SELL	$83.31 - $108.73 $253,678 - $331,082	-3,045 Reduced 5.87%	48,870 $4.27 Million
Q4 2021 Feb 07, 2022	BUY	$94.82 - $104.66 $4.92 Million - $5.43 Million	51,915 New	51,915 $5.1 Million

Others Institutions Holding MS

# of Institutions

2,449

Shares Held

1.33B

Call Options Held

17.9M

Put Options Held

28.9M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $243B
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...

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Private Wealth Partners, LLC Morgan Stanley Transaction History