Td Private Client Wealth LLC Morgan Stanley Transaction History

Td Private Client Wealth LLC

$4.07 Trillion
Q2 2025

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 38,145 shares of MS stock, worth $6.07 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

38,145

Previous 35,629 7.06%

Holding current value

$6.07 Million

Previous $4.16 Billion 29.26%

% of portfolio

0.13%

Previous 0.11%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$99.83 - $140.86 $251,172 - $354,403	2,516 Added 7.06%	38,145 $5.37 Billion
Q1 2025 Apr 29, 2025	BUY	$111.68 - $141.08 $856,585 - $1.08 Million	7,670 Added 27.43%	35,629 $4.16 Billion
Q4 2024 Feb 11, 2025	SELL	$104.42 - $134.99 $664,737 - $859,346	-6,366 Reduced 18.55%	27,959 $3.52 Billion
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

2,569

Shares Held

1.33B

Call Options Held

19.2M

Put Options Held

24M

View Full List

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...

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Td Private Client Wealth LLC Morgan Stanley Transaction History