A detailed history of Willner & Heller, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Willner & Heller, LLC holds 4,743 shares of MS stock, worth $511,674. This represents 0.45% of its overall portfolio holdings.

Number of Shares
4,743
Previous 5,117 7.31%
Holding current value
$511,674
Previous $481,000 4.37%
% of portfolio
0.45%
Previous 0.49%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$86.19 - $101.53 $32,235 - $37,972
-374 Reduced 7.31%
4,743 $460,000
Q1 2024

Jul 19, 2024

BUY
$83.9 - $94.16 $9,061 - $10,169
108 Added 2.16%
5,117 $481,000
Q4 2023

Mar 06, 2024

BUY
$70.4 - $93.66 $62,163 - $82,701
883 Added 21.4%
5,009 $467,000
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $15,662 - $19,352
208 Added 5.31%
4,126 $350,000
Q3 2022

Oct 24, 2022

BUY
$21.84 - $90.15 $720 - $2,974
33 Added 0.85%
3,918 $310,000
Q2 2022

Jul 22, 2022

BUY
$72.9 - $90.61 $4,301 - $5,345
59 Added 1.54%
3,885 $295,000
Q1 2022

Jul 05, 2022

BUY
$83.31 - $108.73 $2,249 - $2,935
27 Added 0.71%
3,826 $376,000
Q4 2021

Jun 06, 2022

BUY
$94.82 - $104.66 $360,221 - $397,603
3,799 New
3,799 $370,000

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 $183B
  • 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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