A detailed history of Walkner Condon Financial Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 1,688 shares of MS stock, worth $276,595. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,688
Previous 1,596 5.76%
Holding current value
$276,595
Previous $224,000 19.64%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

BUY
$139.09 - $161.16 $12,796 - $14,826
92 Added 5.76%
1,688 $268,000
Q2 2025

Aug 06, 2025

BUY
$99.83 - $140.86 $159,328 - $224,812
1,596 New
1,596 $224,000

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 $278B
  • 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 Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.