A detailed history of River Wealth Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, River Wealth Advisors LLC holds 2,590 shares of MS stock, worth $348,847. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,590
Previous 2,476 4.6%
Holding current value
$348,847
Previous $240,000 12.08%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$92.07 - $106.96 $10,495 - $12,193
114 Added 4.6%
2,590 $269,000
Q2 2024

Aug 13, 2024

BUY
$86.19 - $101.53 $7,584 - $8,934
88 Added 3.69%
2,476 $240,000
Q1 2024

May 14, 2024

SELL
$83.9 - $94.16 $6,544 - $7,344
-78 Reduced 3.16%
2,388 $224,000
Q4 2023

Feb 13, 2024

BUY
$70.4 - $93.66 $173,606 - $230,965
2,466 New
2,466 $229,000
Q2 2022

Aug 10, 2022

SELL
$72.9 - $90.61 $13,632 - $16,944
-187 Reduced 5.98%
2,940 $224,000
Q1 2022

May 09, 2022

BUY
$83.31 - $108.73 $260,510 - $339,998
3,127 New
3,127 $241,000
Q1 2019

May 07, 2019

SELL
$39.68 - $44.49 $34,323 - $38,483
-865 Closed
0 $0
Q3 2018

Nov 09, 2018

BUY
$46.57 - $51.05 $16,299 - $17,867
350 Added 67.96%
865 $40,000
Q2 2018

Aug 13, 2018

BUY
$47.19 - $55.22 $24,302 - $28,438
515 New
515 $24,000

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 $228B
  • 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 River Wealth Advisors LLC Portfolio

Follow River Wealth Advisors 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 River Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Wealth Advisors LLC with notifications on news.