A detailed history of Waldron Private Wealth LLC transactions in Morgan Stanley stock. As of the latest transaction made, Waldron Private Wealth LLC holds 7,965 shares of MS stock, worth $951,339. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,965
Previous 7,854 1.41%
Holding current value
$951,339
Previous $739,000 4.74%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$86.19 - $101.53 $9,567 - $11,269
111 Added 1.41%
7,965 $774,000
Q1 2024

May 09, 2024

BUY
$83.9 - $94.16 $81,886 - $91,900
976 Added 14.19%
7,854 $739,000
Q4 2023

Aug 29, 2024

BUY
$70.4 - $93.66 $40,198 - $53,479
571 Added 9.05%
6,878 $641,000
Q4 2023

Jan 30, 2024

BUY
$70.4 - $93.66 $40,198 - $53,479
571 Added 9.05%
6,878 $641,000
Q3 2023

Aug 29, 2024

BUY
$81.65 - $94.67 $6,940 - $8,046
85 Added 1.37%
6,307 $515,000
Q3 2023

Oct 26, 2023

BUY
$81.65 - $94.67 $6,940 - $8,046
85 Added 1.37%
6,307 $515,000
Q2 2023

Aug 29, 2024

SELL
$81.22 - $91.12 $228,877 - $256,776
-2,818 Reduced 31.17%
6,222 $531,000
Q2 2023

Aug 07, 2023

SELL
$81.22 - $91.12 $228,877 - $256,776
-2,818 Reduced 31.17%
6,222 $531,000
Q1 2023

Aug 29, 2024

BUY
$83.95 - $100.83 $90,246 - $108,392
1,075 Added 13.5%
9,040 $793,000
Q1 2023

May 02, 2023

SELL
$83.95 - $100.83 $17,209 - $20,670
-205 Reduced 2.22%
9,040 $793,000
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $21,272 - $87,806
974 Added 11.78%
9,245 $730,000
Q2 2022

Aug 03, 2022

BUY
$72.9 - $90.61 $35,575 - $44,217
488 Added 6.27%
8,271 $629,000
Q1 2022

May 04, 2022

BUY
$83.31 - $108.73 $51,735 - $67,521
621 Added 8.67%
7,783 $680,000
Q4 2021

Feb 02, 2022

BUY
$94.82 - $104.66 $38,117 - $42,073
402 Added 5.95%
7,162 $703,000
Q3 2021

Nov 02, 2021

BUY
$87.64 - $105.45 $122,958 - $147,946
1,403 Added 26.19%
6,760 $657,000
Q2 2021

Aug 06, 2021

SELL
$77.29 - $93.96 $2,782 - $3,382
-36 Reduced 0.67%
5,357 $491,000
Q1 2021

May 11, 2021

BUY
$67.05 - $84.34 $129,674 - $163,113
1,934 Added 55.91%
5,393 $418,000
Q4 2020

Feb 12, 2021

BUY
$47.26 - $68.53 $163,472 - $237,045
3,459 New
3,459 $237,000

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 $202B
  • 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 Waldron Private Wealth LLC Portfolio

Follow Waldron Private 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 Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.