A detailed history of Robertson Stephens Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 6,237 shares of MS stock, worth $744,947. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,237
Previous 6,951 10.27%
Holding current value
$744,947
Previous $654,000 7.34%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$86.19 - $101.53 $61,539 - $72,492
-714 Reduced 10.27%
6,237 $606,000
Q1 2024

May 15, 2024

BUY
$83.9 - $94.16 $223,677 - $251,030
2,666 Added 62.22%
6,951 $654,000
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $3,590 - $4,776
-51 Reduced 1.18%
4,285 $399,000
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $13,798 - $15,999
169 Added 4.06%
4,336 $354,000
Q2 2023

Aug 11, 2023

SELL
$81.22 - $91.12 $58,478 - $65,606
-720 Reduced 14.73%
4,167 $355,000
Q1 2023

May 11, 2023

SELL
$83.95 - $100.83 $9,486 - $11,393
-113 Reduced 2.26%
4,887 $429,000
Q4 2022

Feb 14, 2023

SELL
$75.3 - $93.04 $3,689 - $4,558
-49 Reduced 0.97%
5,000 $425,000
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $1,070 - $4,417
49 Added 0.98%
5,049 $398,000
Q2 2022

Aug 12, 2022

BUY
$72.9 - $90.61 $364,500 - $453,050
5,000 New
5,000 $380,000
Q4 2021

Feb 14, 2022

SELL
$94.82 - $104.66 $211,353 - $233,287
-2,229 Closed
0 $0
Q3 2021

Nov 10, 2021

BUY
$87.64 - $105.45 $195,349 - $235,048
2,229 New
2,229 $216,000

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 $202B
  • 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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