Ritholtz Wealth Management Morgan Stanley Transaction History

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024

A detailed history of Ritholtz Wealth Management transactions in Morgan Stanley stock. As of the latest transaction made, Ritholtz Wealth Management holds 28,262 shares of MS stock, worth $3.55 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
28,262
Previous 28,646 1.34%
Holding current value
$3.55 Million
Previous $2.78 Million 5.82%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 10, 2024
SELL
$92.07 - $106.96 $35,354 - $41,072
-384 Reduced 1.34%
28,262 $2.95 Million
Q2 2024

Jul 31, 2024
SELL
$86.19 - $101.53 $382,683 - $450,793
-4,440 Reduced 13.42%
28,646 $2.78 Million
Q1 2024

Apr 24, 2024
BUY
$83.9 - $94.16 $91,283 - $102,446
1,088 Added 3.4%
33,086 $3.12 Million
Q4 2023

Jan 18, 2024
SELL
$70.4 - $93.66 $13,587 - $18,076
-193 Reduced 0.6%
31,998 $2.98 Million
Q3 2023

Oct 13, 2023
SELL
$81.65 - $94.67 $9,308 - $10,792
-114 Reduced 0.35%
32,191 $2.63 Million
Q2 2023

Jul 14, 2023
BUY
$81.22 - $91.12 $275,092 - $308,623
3,387 Added 11.71%
32,305 $2.76 Million
Q1 2023

Apr 19, 2023
BUY
$83.95 - $100.83 $55,910 - $67,152
666 Added 2.36%
28,918 $2.54 Million
Q4 2022

Jan 18, 2023
SELL
$75.3 - $93.04 $544,946 - $673,330
-7,237 Reduced 20.39%
28,252 $0
Q3 2022

Oct 18, 2022
BUY
$21.84 - $90.15 $188,479 - $777,994
8,630 Added 32.13%
35,489 $2.8 Million
Q2 2022

Jul 15, 2022
BUY
$72.9 - $90.61 $69,619 - $86,532
955 Added 3.69%
26,859 $2.04 Million
Q1 2022

Apr 14, 2022
BUY
$83.31 - $108.73 $76,311 - $99,596
916 Added 3.67%
25,904 $2.26 Million
Q4 2021

Jan 18, 2022
SELL
$94.82 - $104.66 $210,215 - $232,031
-2,217 Reduced 8.15%
24,988 $2.45 Million
Q3 2021

Oct 14, 2021
BUY
$87.64 - $105.45 $380,094 - $457,336
4,337 Added 18.97%
27,205 $2.65 Million
Q2 2021

Jul 20, 2021
BUY
$77.29 - $93.96 $83,395 - $101,382
1,079 Added 4.95%
22,868 $2.1 Million
Q1 2021

May 12, 2021
BUY
$67.05 - $84.34 $270,747 - $340,564
4,038 Added 22.75%
21,789 $1.69 Million
Q4 2020

Jan 19, 2021
BUY
$47.26 - $68.53 $149,058 - $216,143
3,154 Added 21.61%
17,751 $1.22 Million
Q3 2020

Oct 23, 2020
BUY
$46.42 - $53.25 $81,420 - $93,400
1,754 Added 13.66%
14,597 $706,000
Q2 2020

Jul 15, 2020
BUY
$31.62 - $50.4 $406,095 - $647,287
12,843 New
12,843 $620,000
Q1 2018

Apr 17, 2018
SELL
$51.79 - $58.91 $222,593 - $253,195
-4,298 Closed
0 $0
Q4 2017

Jan 23, 2018
BUY
$48.1 - $53.85 $206,733 - $231,447
4,298
4,298 $226,000

Others Institutions Holding MS

# of Institutions
2,123
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 $213B
  • 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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