A detailed history of York Bridge Wealth Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 20,250 shares of MS stock, worth $1.97 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
20,250
Previous 20,250 -0.0%
Holding current value
$1.97 Million
Previous $1.6 Million 7.56%
% of portfolio
0.44%
Previous 0.41%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 15, 2022

SELL
$72.9 - $90.61 $32,367 - $40,230
-444 Reduced 2.15%
20,250 $1.54 Million
Q1 2022

Apr 15, 2022

BUY
$83.31 - $108.73 $1.72 Million - $2.25 Million
20,694 New
20,694 $1.81 Million
Q3 2019

Oct 21, 2019

SELL
$39.1 - $45.74 $184,943 - $216,350
-4,730 Closed
0 $0
Q2 2019

Jul 18, 2019

BUY
$40.69 - $48.46 $3,295 - $3,925
81 Added 1.74%
4,730 $207,000
Q1 2019

May 09, 2019

SELL
$39.68 - $44.49 $13,054 - $14,637
-329 Reduced 6.61%
4,649 $196,000
Q4 2018

Feb 14, 2019

BUY
$37.01 - $47.27 $111 - $141
3 Added 0.06%
4,978 $197,000
Q4 2017

Feb 12, 2018

SELL
$48.1 - $53.85 $19,240 - $21,540
-400 Reduced 7.44%
4,975 $261,000
Q3 2017

Oct 27, 2017

BUY
$44.01 - $48.31 $5,633 - $6,183
128 Added 2.44%
5,375 $259,000
Q2 2017

Aug 14, 2017

BUY
N/A
5,247
5,247 $239,000

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 $165B
  • 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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