Wetherby Asset Management Inc Morgan Stanley Transaction History

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025

A detailed history of Wetherby Asset Management Inc transactions in Morgan Stanley stock. As of the latest transaction made, Wetherby Asset Management Inc holds 37,613 shares of MS stock, worth $6.24 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
37,613
Previous 30,851 21.92%
Holding current value
$6.24 Million
Previous $3.88 Million 36.62%
% of portfolio
0.24%
Previous 0.19%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$99.83 - $140.86 $675,050 - $952,495
6,762 Added 21.92%
37,613 $5.3 Million
Q4 2024

Feb 14, 2025
SELL
$104.42 - $134.99 $116,115 - $150,108
-1,112 Reduced 3.48%
30,851 $3.88 Million
Q3 2024

Nov 14, 2024
SELL
$92.07 - $106.96 $25,871 - $30,055
-281 Reduced 0.87%
31,963 $3.33 Million
Q2 2024

Aug 14, 2024
SELL
$86.19 - $101.53 $23,185 - $27,311
-269 Reduced 0.83%
32,244 $3.13 Million
Q1 2024

May 15, 2024
SELL
$83.9 - $94.16 $68,546 - $76,928
-817 Reduced 2.45%
32,513 $3.06 Million
Q4 2023

Feb 14, 2024
SELL
$70.4 - $93.66 $189,446 - $252,039
-2,691 Reduced 7.47%
33,330 $3.11 Million
Q3 2023

Nov 14, 2023
SELL
$81.65 - $94.67 $46,213 - $53,583
-566 Reduced 1.55%
36,021 $2.94 Million
Q2 2023

Aug 14, 2023
SELL
$81.22 - $91.12 $73,991 - $83,010
-911 Reduced 2.43%
36,587 $3.12 Million
Q1 2023

May 12, 2023
BUY
$83.95 - $100.83 $58,932 - $70,782
702 Added 1.91%
37,498 $3.29 Million
Q4 2022

Feb 14, 2023
BUY
$75.3 - $93.04 $38,026 - $46,985
505 Added 1.39%
36,796 $3.13 Million
Q3 2022

Nov 14, 2022
BUY
$21.84 - $90.15 $43,243 - $178,497
1,980 Added 5.77%
36,291 $2.87 Million
Q2 2022

Aug 15, 2022
BUY
$72.9 - $90.61 $121,815 - $151,409
1,671 Added 5.12%
34,311 $2.61 Million
Q1 2022

May 16, 2022
SELL
$83.31 - $108.73 $77,394 - $101,010
-929 Reduced 2.77%
32,640 $2.85 Million
Q4 2021

Feb 14, 2022
BUY
$94.82 - $104.66 $43,996 - $48,562
464 Added 1.4%
33,569 $3.3 Million
Q3 2021

Nov 15, 2021
BUY
$87.64 - $105.45 $25,240 - $30,369
288 Added 0.88%
33,105 $3.22 Million
Q2 2021

Aug 16, 2021
BUY
$77.29 - $93.96 $66,082 - $80,335
855 Added 2.68%
32,817 $3.01 Million
Q1 2021

May 14, 2021
BUY
$67.05 - $84.34 $29,099 - $36,603
434 Added 1.38%
31,962 $2.48 Million
Q4 2020

Feb 11, 2021
BUY
$47.26 - $68.53 $1.44 Million - $2.09 Million
30,513 Added 3006.21%
31,528 $2.16 Million
Q3 2020

Dec 16, 2020
SELL
$46.42 - $53.25 $1.13 Million - $1.3 Million
-24,398 Reduced 96.01%
1,015 $49,000
Q3 2020

Dec 16, 2020
SELL
$46.42 - $53.25 $64,152 - $73,591
-1,382 Reduced 5.16%
25,413 $1.23 Million
Q3 2020

Nov 13, 2020
BUY
$46.42 - $53.25 $1,856 - $2,130
40 Added 0.15%
26,795 $1.3 Million
Q2 2020

Aug 14, 2020
BUY
$31.62 - $50.4 $33,169 - $52,869
1,049 Added 4.08%
26,755 $1.29 Million
Q1 2020

May 06, 2020
BUY
$27.81 - $57.51 $51,810 - $107,141
1,863 Added 7.81%
25,706 $874,000
Q4 2019

Jan 28, 2020
SELL
$39.82 - $51.12 $34,723 - $44,576
-872 Reduced 3.53%
23,843 $1.22 Million
Q3 2019

Oct 31, 2019
SELL
$39.1 - $45.74 $47,741 - $55,848
-1,221 Reduced 4.71%
24,715 $1.05 Million
Q2 2019

Jul 25, 2019
BUY
$40.69 - $48.46 $24,495 - $29,172
602 Added 2.38%
25,936 $1.14 Million
Q1 2019

May 09, 2019
BUY
$39.68 - $44.49 $29,958 - $33,589
755 Added 3.07%
25,334 $1.07 Million
Q4 2018

Jan 30, 2019
SELL
$37.01 - $47.27 $105,182 - $134,341
-2,842 Reduced 10.36%
24,579 $974,000
Q3 2018

Nov 07, 2018
BUY
$46.57 - $51.05 $49,224 - $53,959
1,057 Added 4.01%
27,421 $1.28 Million
Q2 2018

Jul 24, 2018
SELL
$47.19 - $55.22 $67,528 - $79,019
-1,431 Reduced 5.15%
26,364 $1.25 Million
Q1 2018

May 04, 2018
SELL
$51.79 - $58.91 $32,524 - $36,995
-628 Reduced 2.21%
27,795 $1.5 Million
Q4 2017

Feb 09, 2018
BUY
$48.1 - $53.85 $128,090 - $143,402
2,663 Added 10.34%
28,423 $1.49 Million
Q3 2017

Nov 13, 2017
BUY
$44.01 - $48.31 $1.13 Million - $1.24 Million
25,760
25,760 $1.24 Million

Others Institutions Holding MS

# of Institutions
2,580
Shares Held
1.33B
Call Options Held
19.3M
Put Options Held
23.9M
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 $281B
  • 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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