Rmr Wealth Builders Morgan Stanley Transaction History

Rmr Wealth Builders

  • $1.08 Billion
  • Q2 2025

A detailed history of Rmr Wealth Builders transactions in Morgan Stanley stock. As of the latest transaction made, Rmr Wealth Builders holds 6,128 shares of MS stock, worth $863,557. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,128
Previous 3,843 59.46%
Holding current value
$863,557
Previous $448,000 92.63%
% of portfolio
0.08%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$99.83 - $140.86 $228,111 - $321,865
2,285 Added 59.46%
6,128 $863,000
Q1 2025

Apr 16, 2025
SELL
$111.68 - $141.08 $32,498 - $41,054
-291 Reduced 7.04%
3,843 $448,000
Q4 2024

Jan 10, 2025
BUY
$104.42 - $134.99 $2,506 - $3,239
24 Added 0.58%
4,134 $519,000
Q3 2024

Oct 21, 2024
BUY
$92.07 - $106.96 $46,955 - $54,549
510 Added 14.17%
4,110 $428,000
Q2 2024

Jul 23, 2024
BUY
$86.19 - $101.53 $1,809 - $2,132
21 Added 0.59%
3,600 $349,000
Q1 2024

Apr 15, 2024
SELL
$83.9 - $94.16 $29,616 - $33,238
-353 Reduced 8.98%
3,579 $336,000
Q4 2023

Feb 06, 2024
BUY
$70.4 - $93.66 $12,320 - $16,390
175 Added 4.66%
3,932 $366,000
Q3 2023

Oct 23, 2023
SELL
$81.65 - $94.67 $16,493 - $19,123
-202 Reduced 5.1%
3,757 $306,000
Q2 2023

Jul 21, 2023
SELL
$81.22 - $91.12 $1,055 - $1,184
-13 Reduced 0.33%
3,959 $338,000
Q1 2023

Apr 11, 2023
BUY
$83.95 - $100.83 $55,742 - $66,951
664 Added 20.07%
3,972 $348,000
Q4 2022

Feb 15, 2023
BUY
$75.3 - $93.04 $249,092 - $307,776
3,308 New
3,308 $281,000
Q3 2022

Nov 08, 2022
BUY
$21.84 - $90.15 $1,135 - $4,687
52 Added 0.84%
6,212 $491,000
Q2 2022

Aug 02, 2022
SELL
$72.9 - $90.61 $189,175 - $235,132
-2,595 Reduced 29.64%
6,160 $469,000
Q1 2022

May 13, 2022
BUY
$83.31 - $108.73 $182,282 - $237,901
2,188 Added 33.32%
8,755 $765,000
Q4 2021

Feb 02, 2022
BUY
$94.82 - $104.66 $355,006 - $391,847
3,744 Added 132.62%
6,567 $645,000
Q1 2021

May 13, 2021
BUY
$67.05 - $84.34 $11,867 - $14,928
177 Added 6.69%
2,823 $219,000
Q4 2020

Feb 26, 2021
BUY
$47.26 - $68.53 $125,049 - $181,330
2,646 New
2,646 $181,000
Q3 2020

Nov 13, 2020
SELL
$46.42 - $53.25 $123,245 - $141,378
-2,655 Closed
0 $0
Q2 2020

Aug 19, 2020
BUY
$31.62 - $50.4 $284 - $453
9 Added 0.34%
2,655 $128,000
Q4 2019

Mar 03, 2020
BUY
$39.82 - $51.12 $105,363 - $135,263
2,646 New
2,646 $135,000

Others Institutions Holding MS

# of Institutions
2,471
Shares Held
1.33B
Call Options Held
17.9M
Put Options Held
28.5M
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 $239B
  • 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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