Rmr Wealth Builders Morgan Stanley Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

A detailed history of Rmr Wealth Builders transactions in Morgan Stanley stock. As of the latest transaction made, Rmr Wealth Builders holds 4,110 shares of MS stock, worth $516,832. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,110

Previous 3,600 14.17%

Holding current value

$516,832

Previous $349,000 22.64%

% of portfolio

0.05%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,123

Shares Held

1.31B

Call Options Held

26.3M

Put Options Held

29.4M

View Full List

About MORGAN STANLEY

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Rmr Wealth Builders with notifications on news.

Account

Rmr Wealth Builders Morgan Stanley Transaction History