A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 973,063 shares of MS stock, worth $125 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
973,063
Previous 947,905 2.65%
Holding current value
$125 Million
Previous $92.1 Million 10.1%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Oct 23, 2024

BUY
$92.07 - $106.96 $2.32 Million - $2.69 Million
25,158 Added 2.65%
973,063 $101 Million
Q2 2024

Jul 16, 2024

BUY
$86.19 - $101.53 $761,919 - $897,525
8,840 Added 0.94%
947,905 $92.1 Million
Q1 2024

Apr 15, 2024

BUY
$83.9 - $94.16 $2.95 Million - $3.31 Million
35,114 Added 3.88%
939,065 $88.4 Million
Q4 2023

Jan 30, 2024

SELL
$70.4 - $93.66 $10.2 Million - $13.5 Million
-144,248 Reduced 13.76%
903,951 $84.3 Million
Q3 2023

Nov 13, 2023

BUY
$81.65 - $94.67 $85.3 Million - $98.9 Million
1,044,675 Added 29644.58%
1,048,199 $85.6 Million
Q2 2023

Jul 21, 2023

SELL
$81.22 - $91.12 $8.68 Million - $9.74 Million
-106,858 Reduced 96.81%
3,524 $300,000
Q1 2023

Apr 25, 2023

BUY
$83.95 - $100.83 $9.27 Million - $11.1 Million
110,382 New
110,382 $9.69 Million
Q4 2021

Feb 08, 2022

SELL
$94.82 - $104.66 $1.28 Million - $1.41 Million
-13,507 Closed
0 $0
Q3 2021

Nov 03, 2021

BUY
$87.64 - $105.45 $1.18 Million - $1.42 Million
13,507 New
13,507 $1.4 Million
Q2 2020

Aug 10, 2020

SELL
$31.62 - $50.4 $1.49 Million - $2.37 Million
-47,104 Closed
0 $0
Q1 2020

May 01, 2020

BUY
$27.81 - $57.51 $1.31 Million - $2.71 Million
47,104 New
47,104 $1.87 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 $217B
  • 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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