A detailed history of Williams Jones Wealth Management, Llc. transactions in Morgan Stanley stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 16,350 shares of MS stock, worth $2.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,350
Previous 17,291 5.44%
Holding current value
$2.09 Million
Previous $1.68 Million 1.43%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$92.07 - $106.96 $86,637 - $100,649
-941 Reduced 5.44%
16,350 $1.7 Million
Q2 2024

Aug 05, 2024

BUY
$86.19 - $101.53 $17,841 - $21,016
207 Added 1.21%
17,291 $1.68 Million
Q1 2024

May 07, 2024

SELL
$83.9 - $94.16 $100,092 - $112,332
-1,193 Reduced 6.53%
17,084 $1.61 Million
Q4 2023

Feb 14, 2024

SELL
$70.4 - $93.66 $345,593 - $459,776
-4,909 Reduced 21.17%
18,277 $1.7 Million
Q3 2023

Nov 14, 2023

SELL
$81.65 - $94.67 $242,500 - $281,169
-2,970 Reduced 11.35%
23,186 $1.89 Million
Q2 2023

Aug 14, 2023

SELL
$81.22 - $91.12 $1.08 Million - $1.21 Million
-13,239 Reduced 33.61%
26,156 $2.23 Million
Q1 2023

May 15, 2023

BUY
$83.95 - $100.83 $109,722 - $131,784
1,307 Added 3.43%
39,395 $3.46 Million
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $21,686 - $26,795
288 Added 0.76%
38,088 $3.24 Million
Q3 2022

Nov 14, 2022

BUY
$21.84 - $90.15 $107,496 - $443,718
4,922 Added 14.97%
37,800 $2.99 Million
Q2 2022

Aug 15, 2022

BUY
$72.9 - $90.61 $383,016 - $476,064
5,254 Added 19.02%
32,878 $2.5 Million
Q1 2022

May 16, 2022

SELL
$83.31 - $108.73 $462,037 - $603,016
-5,546 Reduced 16.72%
27,624 $2.41 Million
Q4 2021

Feb 14, 2022

BUY
$94.82 - $104.66 $79,174 - $87,391
835 Added 2.58%
33,170 $3.26 Million
Q3 2021

Nov 15, 2021

SELL
$87.64 - $105.45 $3,505 - $4,218
-40 Reduced 0.12%
32,335 $3.15 Million
Q2 2021

Aug 16, 2021

BUY
$77.29 - $93.96 $308,464 - $374,994
3,991 Added 14.06%
32,375 $2.97 Million
Q1 2021

May 17, 2021

BUY
$67.05 - $84.34 $710,931 - $894,257
10,603 Added 59.63%
28,384 $2.2 Million
Q4 2020

Feb 16, 2021

BUY
$47.26 - $68.53 $430,585 - $624,376
9,111 Added 105.09%
17,781 $1.22 Million
Q3 2020

Nov 13, 2020

SELL
$46.42 - $53.25 $83,556 - $95,850
-1,800 Reduced 17.19%
8,670 $419,000
Q2 2020

Aug 14, 2020

BUY
$31.62 - $50.4 $331,061 - $527,688
10,470 New
10,470 $506,000

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 $216B
  • 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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