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Morgan Stanley
214.20
USD
+6.75
3.25%
At close
Updated
Aug 21, 4:00 PM EDT
Pre-market
After hours
213.75
-0.45
0.21%
1 day
3.25%
5 days
-1.45%
1 month
-1.02%
3 months
6.83%
6 months
28.42%
Year to date
17.76%
1 year
48.71%
5 years
109.67%
10 years
600%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1801 |
WLPWM
1801
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$10K | -105 | Closed |
|
| 1802 |
LWM
1802
Liberty Wealth Management
Oakland,
California
| – | -$10K | -100 | Closed |
|
| 1803 |
AS
1803
Altshuler Shaham
Tel Aviv,
Israel
| – | -$7K | -76 | Closed |
|
| 1804 |
HF
1804
Halpern Financial
Ashburn,
Virginia
| – | -$6.52K | -67 | Closed |
|
| 1805 |
RVM
1805
Robinson Value Management
San Antonio,
Texas
| – | -$5K | -56 | Closed |
|
| 1806 |
RTL
1806
Red Tortoise LLC
Atlanta,
Georgia
| – | -$4K | -55 | Closed |
|
| 1807 |
DWMG
1807
DB Wealth Management Group
San Diego,
California
| – | -$4K | -43 | Closed |
|
| 1808 |
CMBA
1808
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$3K | -34 | Closed |
|
| 1809 |
CI
1809
Cordant Inc
Portland,
Oregon
| – | -$3K | -26 | Closed |
|
| 1810 |
GKWIM
1810
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$2K | -2 | Closed |
|
| 1811 |
AWM
1811
Activest Wealth Management
Aventure,
Florida
| – | +$100 | +1 | New |
|