Capstone Financial Advisors, Inc. Morgan Stanley Transaction History

Capstone Financial Advisors, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$81.65 - $94.67 $23,678 - $27,454	-290 Reduced 8.35%	3,185 $260,000
Q2 2023 Aug 14, 2023	BUY	$81.22 - $91.12 $8,203 - $9,203	101 Added 2.99%	3,475 $296,000
Q1 2023 May 12, 2023	SELL	$83.95 - $100.83 $7,471 - $8,973	-89 Reduced 2.57%	3,374 $296,000
Q4 2022 Feb 15, 2023	BUY	$75.3 - $93.04 $2,710 - $3,349	36 Added 1.05%	3,463 $294,000
Q3 2022 Nov 14, 2022	SELL	$21.84 - $90.15 $1,179 - $4,868	-54 Reduced 1.55%	3,427 $271,000
Q2 2022 Sep 02, 2022	BUY	$72.9 - $90.61 $2,259 - $2,808	31 Added 0.9%	3,481 $265,000
Q1 2022 May 13, 2022	BUY	$83.31 - $108.73 $44,320 - $57,844	532 Added 18.23%	3,450 $301,000
Q4 2021 Feb 11, 2022	BUY	$94.82 - $104.66 $18,300 - $20,199	193 Added 7.08%	2,918 $286,000
Q3 2021 Nov 15, 2021	BUY	$87.64 - $105.45 $87 - $105	1 Added 0.04%	2,725 $265,000
Q2 2021 Aug 16, 2021	BUY	$77.29 - $93.96 $2,859 - $3,476	37 Added 1.38%	2,724 $250,000
Q1 2021 May 13, 2021	BUY	$67.05 - $84.34 $180,163 - $226,621	2,687 New	2,687 $209,000

2,123

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $222B
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...

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