True Private Wealth Advisors Morgan Stanley Transaction History

True Private Wealth Advisors

$788 Million
Q1 2025

A detailed history of True Private Wealth Advisors transactions in Morgan Stanley stock. As of the latest transaction made, True Private Wealth Advisors holds 9,213 shares of MS stock, worth $1.32 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

9,213

Previous 8,181 12.61%

Holding current value

$1.32 Million

Previous $1.03 Million 4.47%

% of portfolio

0.14%

Previous 0.13%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$111.68 - $141.08 $115,253 - $145,594	1,032 Added 12.61%	9,213 $1.07 Million
Q4 2024 Feb 13, 2025	SELL	$104.42 - $134.99 $8,980 - $11,609	-86 Reduced 1.04%	8,181 $1.03 Million
Q3 2024 Nov 14, 2024	SELL	$92.07 - $106.96 $30,291 - $35,189	-329 Reduced 3.83%	8,267 $861,000
Q2 2024 Jul 16, 2024	BUY	$86.19 - $101.53 $4,050 - $4,771	47 Added 0.55%	8,596 $835,000
Q1 2024 Apr 25, 2024	SELL	$83.9 - $94.16 $5,453 - $6,120	-65 Reduced 0.75%	8,549 $804,000
Q4 2023 Jan 30, 2024	SELL	$70.4 - $93.66 $8,518 - $11,332	-121 Reduced 1.39%	8,614 $803,000
Q3 2023 Nov 13, 2023	BUY	$81.65 - $94.67 $33,231 - $38,530	407 Added 4.89%	8,735 $713,000
Q2 2023 Aug 11, 2023	BUY	$81.22 - $91.12 $568 - $637	7 Added 0.08%	8,328 $711,000
Q1 2023 May 11, 2023	BUY	$83.95 - $100.83 $5,456 - $6,553	65 Added 0.79%	8,321 $730,000
Q4 2022 Feb 14, 2023	SELL	$75.3 - $93.04 $75 - $93	-1 Reduced 0.01%	8,256 $702,000
Q3 2022 Nov 04, 2022	BUY	$21.84 - $90.15 $7,753 - $32,003	355 Added 4.49%	8,257 $652,000
Q2 2022 Jul 28, 2022	SELL	$72.9 - $90.61 $2,551 - $3,171	-35 Reduced 0.44%	7,902 $601,000
Q1 2022 May 09, 2022	BUY	$83.31 - $108.73 $1,999 - $2,609	24 Added 0.3%	7,937 $692,000
Q4 2021 Feb 11, 2022	BUY	$94.82 - $104.66 $8,438 - $9,314	89 Added 1.14%	7,913 $776,000
Q3 2021 Nov 05, 2021	SELL	$87.64 - $105.45 $5,258 - $6,327	-60 Reduced 0.76%	7,824 $761,000
Q2 2021 Aug 10, 2021	SELL	$77.29 - $93.96 $43,205 - $52,523	-559 Reduced 6.62%	7,884 $722,000
Q1 2021 May 12, 2021	SELL	$67.05 - $84.34 $66,982 - $84,255	-999 Reduced 10.58%	8,443 $656,000
Q4 2020 Jan 11, 2021	BUY	$47.26 - $68.53 $4,773 - $6,921	101 Added 1.08%	9,442 $647,000
Q3 2020 Oct 09, 2020	SELL	$46.42 - $53.25 $30,962 - $35,517	-667 Reduced 6.66%	9,341 $451,000
Q2 2020 Jul 07, 2020	SELL	$31.62 - $50.4 $10,118 - $16,128	-320 Reduced 3.1%	10,008 $483,000
Q1 2020 Apr 20, 2020	BUY	$27.81 - $57.51 $168,472 - $348,395	6,058 Added 141.87%	10,328 $351,000
Q4 2019 Jan 27, 2020	BUY	$39.82 - $51.12 $170,031 - $218,282	4,270 New	4,270 $218,000
Q3 2019 Oct 09, 2019	SELL	$39.1 - $45.74 $164,415 - $192,336	-4,205 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	$40.69 - $48.46 $171,101 - $203,774	4,205 New	4,205 $184,000
Q4 2018 Jan 14, 2019	SELL	$37.01 - $47.27 $38,786 - $49,538	-1,048 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$46.57 - $51.05 $48,805 - $53,500	1,048 New	1,048 $0

Others Institutions Holding MS

# of Institutions

2,483

Shares Held

1.33B

Call Options Held

17.9M

Put Options Held

28.5M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $243B
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

Portfolio Update

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

News

Stay updated on True Private Wealth Advisors with notifications on news.

Account

True Private Wealth Advisors Morgan Stanley Transaction History