A detailed history of Waddell & Associates, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Waddell & Associates, LLC holds 3,112 shares of MS stock, worth $430,794. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,112
Previous 3,178 2.08%
Holding current value
$430,794
Previous $308,000 5.19%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

SELL
$92.07 - $106.96 $6,076 - $7,059
-66 Reduced 2.08%
3,112 $324,000
Q2 2024

Aug 06, 2024

BUY
$86.19 - $101.53 $12,325 - $14,518
143 Added 4.71%
3,178 $308,000
Q1 2024

May 08, 2024

BUY
$83.9 - $94.16 $1,174 - $1,318
14 Added 0.46%
3,035 $285,000
Q4 2023

Feb 14, 2024

SELL
$70.4 - $93.66 $88,000 - $117,075
-1,250 Reduced 29.27%
3,021 $281,000
Q3 2023

Nov 07, 2023

SELL
$81.65 - $94.67 $8,246 - $9,561
-101 Reduced 2.31%
4,271 $348,000
Q2 2023

Aug 07, 2023

BUY
$81.22 - $91.12 $4,467 - $5,011
55 Added 1.27%
4,372 $373,000
Q1 2023

May 10, 2023

BUY
$83.95 - $100.83 $6,967 - $8,368
83 Added 1.96%
4,317 $379,000
Q4 2022

Feb 09, 2023

BUY
$75.3 - $93.04 $318,820 - $393,931
4,234 New
4,234 $360,000

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 $235B
  • 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 Waddell & Associates, LLC Portfolio

Follow Waddell & Associates, 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 Waddell & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waddell & Associates, LLC with notifications on news.