Wealthsource Partners, LLC Morgan Stanley Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Wealthsource Partners, LLC holds 4,893 shares of MS stock, worth $659,038. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,893
Previous 6,247 21.67%
Holding current value
$659,038
Previous $510,000 10.59%
% of portfolio
0.03%
Previous 0.04%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$70.4 - $93.66 $95,321 - $126,815
-1,354 Reduced 21.67%
4,893 $456,000
Q3 2023

Nov 09, 2023
BUY
$81.65 - $94.67 $45,887 - $53,204
562 Added 9.89%
6,247 $510,000
Q2 2023

Aug 14, 2023
BUY
$81.22 - $91.12 $50,193 - $56,312
618 Added 12.2%
5,685 $485,000
Q1 2023

May 15, 2023
BUY
$83.95 - $100.83 $20,231 - $24,300
241 Added 4.99%
5,067 $444,000
Q4 2022

Feb 09, 2023
BUY
$75.3 - $93.04 $59,035 - $72,943
784 Added 19.4%
4,826 $410,000
Q3 2022

Nov 14, 2022
BUY
$21.84 - $90.15 $677 - $2,794
31 Added 0.77%
4,042 $319,000
Q2 2022

Aug 10, 2022
BUY
$72.9 - $90.61 $71,442 - $88,797
980 Added 32.33%
4,011 $305,000
Q1 2022

May 09, 2022
BUY
$83.31 - $108.73 $14,079 - $18,375
169 Added 5.9%
3,031 $265,000
Q4 2021

Feb 14, 2022
BUY
$94.82 - $104.66 $36,600 - $40,398
386 Added 15.59%
2,862 $281,000
Q3 2021

Nov 18, 2021
SELL
$87.64 - $105.45 $160,907 - $193,606
-1,836 Reduced 42.58%
2,476 $241,000
Q2 2021

Nov 18, 2021
SELL
$77.29 - $93.96 $30,065 - $36,550
-389 Reduced 8.27%
4,312 $395,000
Q1 2021

Jun 21, 2021
SELL
$67.05 - $84.34 $21,120 - $26,567
-315 Reduced 6.28%
4,701 $365,000
Q4 2020

Feb 12, 2021
SELL
$47.26 - $68.53 $40,360 - $58,524
-854 Reduced 14.55%
5,016 $344,000
Q3 2020

Nov 16, 2020
SELL
$46.42 - $53.25 $13,926 - $15,975
-300 Reduced 4.86%
5,870 $283,000
Q2 2020

Aug 17, 2020
SELL
$31.62 - $50.4 $16,948 - $27,014
-536 Reduced 7.99%
6,170 $298,000
Q1 2020

May 12, 2020
BUY
$27.81 - $57.51 $3,253 - $6,728
117 Added 1.78%
6,706 $228,000
Q4 2019

Feb 12, 2020
BUY
$39.82 - $51.12 $1,433 - $1,840
36 Added 0.55%
6,589 $337,000
Q3 2019

Nov 15, 2019
SELL
$39.1 - $45.74 $38,943 - $45,557
-996 Reduced 13.19%
6,553 $280,000
Q2 2019

Aug 09, 2019
BUY
$40.69 - $48.46 $46,590 - $55,486
1,145 Added 17.88%
7,549 $331,000
Q1 2019

May 16, 2019
SELL
$39.68 - $44.49 $5,555 - $6,228
-140 Reduced 2.14%
6,404 $270,000
Q4 2018

Feb 06, 2019
BUY
$37.01 - $47.27 $242,193 - $309,334
6,544 New
6,544 $259,000

Others Institutions Holding MS

# of Institutions
2,122
Shares Held
1.31B
Call Options Held
26.3M
Put Options Held
29.4M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $228B
  • 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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