A detailed history of Wilkinson Global Asset Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Wilkinson Global Asset Management LLC holds 4,494 shares of MS stock, worth $461,129. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,494
Previous 5,484 18.05%
Holding current value
$461,129
Previous $511,000 17.22%
% of portfolio
0.03%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$83.9 - $94.16 $83,061 - $93,218
-990 Reduced 18.05%
4,494 $423,000
Q4 2023

Feb 12, 2024

SELL
$70.4 - $93.66 $4,576 - $6,087
-65 Reduced 1.17%
5,484 $511,000
Q2 2023

Jul 28, 2023

BUY
$81.22 - $91.12 $57,991 - $65,059
714 Added 14.77%
5,549 $473,000
Q3 2022

Oct 19, 2022

BUY
$21.84 - $90.15 $5,460 - $22,537
250 Added 5.45%
4,835 $382,000
Q2 2022

Jul 26, 2022

BUY
$72.9 - $90.61 $14,580 - $18,122
200 Added 4.56%
4,585 $349,000
Q1 2022

May 09, 2022

BUY
$83.31 - $108.73 $57,067 - $74,480
685 Added 18.51%
4,385 $383,000
Q4 2021

Feb 14, 2022

SELL
$94.82 - $104.66 $6,637 - $7,326
-70 Reduced 1.86%
3,700 $363,000
Q3 2021

Nov 15, 2021

BUY
$87.64 - $105.45 $43,820 - $52,725
500 Added 15.29%
3,770 $367,000
Q2 2021

Aug 16, 2021

BUY
$77.29 - $93.96 $252,738 - $307,249
3,270 New
3,270 $300,000

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 $174B
  • 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 Wilkinson Global Asset Management LLC Portfolio

Follow Wilkinson Global Asset Management 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 Wilkinson Global Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilkinson Global Asset Management LLC with notifications on news.