A detailed history of Tcfg Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 2,023 shares of MS stock, worth $322,567. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,023
Previous 1,718 17.75%
Holding current value
$322,567
Previous $242 Million 32.88%
% of portfolio
0.13%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025

BUY
$139.09 - $161.16 $42,422 - $49,153
305 Added 17.75%
2,023 $322 Million
Q2 2025

Jul 22, 2025

SELL
$99.83 - $140.86 $110,711 - $156,213
-1,109 Reduced 39.23%
1,718 $242 Million
Q1 2025

Apr 16, 2025

SELL
$111.68 - $141.08 $5,807 - $7,336
-52 Reduced 1.81%
2,827 $330 Million
Q4 2024

Jan 30, 2025

SELL
$104.42 - $134.99 $12,948 - $16,738
-124 Reduced 4.13%
2,879 $362 Million
Q3 2024

Oct 15, 2024

BUY
$92.07 - $106.96 $276,486 - $321,200
3,003 New
3,003 $313 Million

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 $270B
  • 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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