Td Private Client Wealth LLC Morgan Stanley Transaction History

Td Private Client Wealth LLC

  • $3.48 Trillion
  • Q3 2024

A detailed history of Td Private Client Wealth LLC transactions in Morgan Stanley stock. As of the latest transaction made, Td Private Client Wealth LLC holds 34,325 shares of MS stock, worth $4.52 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
34,325
Previous 17,460 96.59%
Holding current value
$4.52 Million
Previous $1.7 Billion 110.85%
% of portfolio
0.1%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 18, 2024
BUY
$92.07 - $106.96 $1.55 Million - $1.8 Million
16,865 Added 96.59%
34,325 $3.58 Billion
Q2 2024

Aug 14, 2024
BUY
$86.19 - $101.53 $1.5 Million - $1.77 Million
17,460 New
17,460 $1.7 Billion
Q1 2024

Aug 16, 2024
SELL
$83.9 - $94.16 $88,095 - $98,868
-1,050 Reduced 5.15%
19,349 $1.82 Billion
Q4 2023

Aug 16, 2024
SELL
$70.4 - $93.66 $3,027 - $4,027
-43 Reduced 0.21%
20,399 $1.9 Billion
Q3 2023

Aug 16, 2024
BUY
$81.65 - $94.67 $1.05 Million - $1.22 Million
12,874 Added 170.11%
20,442 $1.67 Billion
Q2 2023

Aug 16, 2024
BUY
$81.22 - $91.12 $64,894 - $72,804
799 Added 11.8%
7,568 $646 Million
Q1 2023

Aug 16, 2024
SELL
$83.95 - $100.83 $72,952 - $87,621
-869 Reduced 11.38%
6,769 $594 Million
Q4 2022

Aug 16, 2024
SELL
$75.3 - $93.04 $28,689 - $35,448
-381 Reduced 4.75%
7,638 $649 Million
Q3 2022

Aug 16, 2024
SELL
$21.84 - $90.15 $8,670 - $35,789
-397 Reduced 4.72%
8,019 $634 Million
Q2 2022

Aug 16, 2024
SELL
$72.9 - $90.61 $651,726 - $810,053
-8,940 Reduced 51.51%
8,416 $640 Million
Q1 2022

Aug 16, 2024
SELL
$83.31 - $108.73 $110,802 - $144,610
-1,330 Reduced 7.12%
17,356 $1.52 Billion
Q4 2021

Aug 16, 2024
SELL
$94.82 - $104.66 $476,470 - $525,916
-5,025 Reduced 21.19%
18,686 $1.83 Billion
Q3 2021

Aug 16, 2024
BUY
$87.64 - $105.45 $547,837 - $659,167
6,251 Added 35.8%
23,711 $2.31 Billion
Q2 2021

Aug 16, 2024
SELL
$77.29 - $93.96 $807,062 - $981,130
-10,442 Reduced 20.3%
40,998 $3.76 Billion
Q1 2021

Aug 16, 2024
SELL
$67.05 - $84.34 $216,236 - $271,996
-3,225 Reduced 5.9%
51,440 $3.99 Billion
Q4 2020

Aug 16, 2024
SELL
$47.26 - $68.53 $521,655 - $756,434
-11,038 Reduced 16.8%
54,665 $3.75 Billion
Q3 2020

Aug 16, 2024
SELL
$46.42 - $53.25 $319,137 - $366,093
-6,875 Reduced 9.47%
65,703 $3.18 Billion
Q2 2020

Aug 16, 2024
BUY
$31.62 - $50.4 $166,542 - $265,456
5,267 Added 7.82%
72,578 $3.51 Billion
Q1 2020

Aug 16, 2024
BUY
$27.81 - $57.51 $92,245 - $190,760
3,317 Added 5.18%
67,311 $2.29 Billion
Q4 2019

Aug 16, 2024
BUY
$39.82 - $51.12 $1.85 Million - $2.38 Million
46,534 Added 266.52%
63,994 $3.27 Billion

Others Institutions Holding MS

# of Institutions
2,122
Shares Held
1.31B
Call Options Held
26.3M
Put Options Held
29.4M
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 $223B
  • 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

Track Td Private Client Wealth LLC Portfolio

Follow Td Private Client Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email