A detailed history of Transform Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Transform Wealth, LLC holds 1,948 shares of MS stock, worth $262,376. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,948
Holding current value
$262,376
% of portfolio
0.01%

Shares

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

Oct 15, 2024

BUY
$92.07 - $106.96 $179,352 - $208,358
1,948 New
1,948 $203,000
Q3 2019

Oct 24, 2019

SELL
$39.1 - $45.74 $1.49 Million - $1.74 Million
-38,101 Closed
0 $0
Q2 2019

Jul 30, 2019

BUY
$40.69 - $48.46 $107,950 - $128,564
2,653 Added 7.48%
38,101 $1.67 Million
Q1 2019

Apr 12, 2019

SELL
$39.68 - $44.49 $9,642 - $10,811
-243 Reduced 0.68%
35,448 $1.5 Million
Q4 2018

Jan 30, 2019

BUY
$37.01 - $47.27 $69,134 - $88,300
1,868 Added 5.52%
35,691 $1.42 Million
Q3 2018

Oct 25, 2018

BUY
$46.57 - $51.05 $106,459 - $116,700
2,286 Added 7.25%
33,823 $1.58 Million
Q2 2018

Aug 03, 2018

BUY
$47.19 - $55.22 $122,977 - $143,903
2,606 Added 9.01%
31,537 $1.5 Million
Q1 2018

May 03, 2018

BUY
$51.79 - $58.91 $37,599 - $42,768
726 Added 2.57%
28,931 $1.56 Million
Q4 2017

Feb 08, 2018

BUY
$48.1 - $53.85 $104,761 - $117,285
2,178 Added 8.37%
28,205 $1.48 Million
Q3 2017

Oct 19, 2017

BUY
$44.01 - $48.31 $1.15 Million - $1.26 Million
26,027
26,027 $1.25 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 $228B
  • 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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