Steel Peak Wealth Management LLC Morgan Stanley Transaction History

Steel Peak Wealth Management LLC

$2.36 Billion
Q1 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 61,117 shares of MS stock, worth $7.9 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

61,117

Previous 21,345 186.33%

Holding current value

$7.9 Million

Previous $2.68 Million 165.75%

% of portfolio

0.3%

Previous 0.11%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$111.68 - $141.08 $4.44 Million - $5.61 Million	39,772 Added 186.33%	61,117 $7.13 Million
Q4 2024 Jan 22, 2025	SELL	$104.42 - $134.99 $3.76 Million - $4.86 Million	-35,993 Reduced 62.77%	21,345 $2.68 Million
Q3 2024 Oct 25, 2024	BUY	$92.07 - $106.96 $3.3 Million - $3.83 Million	35,852 Added 166.86%	57,338 $5.98 Million
Q2 2024 Jul 16, 2024	SELL	$86.19 - $101.53 $6.33 Million - $7.46 Million	-73,452 Reduced 77.37%	21,486 $2.09 Million
Q1 2024 Apr 17, 2024	BUY	$83.9 - $94.16 $500,463 - $561,664	5,965 Added 6.7%	94,938 $8.94 Million
Q4 2023 Jan 23, 2024	BUY	$70.4 - $93.66 $5.11 Million - $6.79 Million	72,541 Added 441.46%	88,973 $8.3 Million
Q3 2023 Nov 02, 2023	SELL	$81.65 - $94.67 $929,585 - $1.08 Million	-11,385 Reduced 40.93%	16,432 $1.34 Million
Q2 2023 Aug 02, 2023	BUY	$81.22 - $91.12 $2.26 Million - $2.53 Million	27,817 New	27,817 $2.38 Million
Q3 2022 Oct 26, 2022	SELL	$21.84 - $90.15 $84,870 - $350,322	-3,886 Reduced 49.15%	4,021 $318,000
Q2 2022 Aug 02, 2022	SELL	$72.9 - $90.61 $81,720 - $101,573	-1,121 Reduced 12.42%	7,907 $601,000
Q1 2022 May 10, 2022	BUY	$83.31 - $108.73 $170,702 - $222,787	2,049 Added 29.36%	9,028 $789,000
Q4 2021 Jan 31, 2022	SELL	$94.82 - $104.66 $230,128 - $254,009	-2,427 Reduced 25.8%	6,979 $685,000
Q3 2021 Nov 15, 2021	SELL	$87.64 - $105.45 $377,114 - $453,751	-4,303 Reduced 31.39%	9,406 $915,000
Q2 2021 Aug 13, 2021	SELL	$77.29 - $93.96 $492,260 - $598,431	-6,369 Reduced 31.72%	13,709 $1.26 Million
Q1 2021 May 18, 2021	SELL	$67.05 - $84.34 $74,760 - $94,039	-1,115 Reduced 5.26%	20,078 $1.56 Million
Q4 2020 Feb 04, 2021	SELL	$47.26 - $68.53 $70,842 - $102,726	-1,499 Reduced 6.61%	21,193 $1.45 Million
Q3 2020 Oct 26, 2020	SELL	$46.42 - $53.25 $724,012 - $830,540	-15,597 Reduced 40.73%	22,692 $1.1 Million
Q2 2020 Jul 21, 2020	BUY	$31.62 - $50.4 $641,949 - $1.02 Million	20,302 Added 112.87%	38,289 $1.85 Million
Q1 2020 Apr 16, 2020	SELL	$27.81 - $57.51 $26,363 - $54,519	-948 Reduced 5.01%	17,987 $612,000
Q4 2019 Feb 06, 2020	BUY	$39.82 - $51.12 $753,991 - $967,957	18,935 New	18,935 $968,000

Others Institutions Holding MS

# of Institutions

2,391

Shares Held

1.33B

Call Options Held

17.1M

Put Options Held

28.9M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $219B
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...

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Steel Peak Wealth Management LLC Morgan Stanley Transaction History