Arbor Investment Advisors, LLC Morgan Stanley Transaction History

Arbor Investment Advisors, LLC

$753 Million
Q3 2024

A detailed history of Arbor Investment Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Arbor Investment Advisors, LLC holds 6,490 shares of MS stock, worth $829,032. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,490

Previous 5,460 18.86%

Holding current value

$829,032

Previous $530,000 27.55%

% of portfolio

0.09%

Previous 0.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$92.07 - $106.96 $94,832 - $110,168	1,030 Added 18.86%	6,490 $676,000
Q2 2024 Aug 05, 2024	SELL	$86.19 - $101.53 $89,896 - $105,895	-1,043 Reduced 16.04%	5,460 $530,000
Q1 2024 Apr 23, 2024	BUY	$83.9 - $94.16 $1,174 - $1,318	14 Added 0.22%	6,503 $612,000
Q4 2023 Jan 26, 2024	SELL	$70.4 - $93.66 $5,702 - $7,586	-81 Reduced 1.23%	6,489 $605,000
Q3 2023 Oct 23, 2023	BUY	$81.65 - $94.67 $1,224 - $1,420	15 Added 0.23%	6,570 $536,000
Q2 2023 Aug 07, 2023	SELL	$81.22 - $91.12 $2,111 - $2,369	-26 Reduced 0.4%	6,555 $559,000
Q1 2023 Apr 21, 2023	BUY	$83.95 - $100.83 $1,007 - $1,209	12 Added 0.18%	6,581 $577,000
Q4 2022 Jan 26, 2023	BUY	$75.3 - $93.04 $82,679 - $102,157	1,098 Added 20.07%	6,569 $0
Q3 2022 Oct 31, 2022	SELL	$21.84 - $90.15 $23,390 - $96,550	-1,071 Reduced 16.37%	5,471 $432,000
Q2 2022 Jul 28, 2022	BUY	$72.9 - $90.61 $947 - $1,177	13 Added 0.2%	6,542 $498,000
Q1 2022 Apr 21, 2022	BUY	$83.31 - $108.73 $749 - $978	9 Added 0.14%	6,529 $571,000
Q4 2021 Jan 21, 2022	SELL	$94.82 - $104.66 $9,007 - $9,942	-95 Reduced 1.44%	6,520 $640,000
Q3 2021 Oct 22, 2021	BUY	$87.64 - $105.45 $876 - $1,054	10 Added 0.15%	6,615 $644,000
Q2 2021 Jul 21, 2021	BUY	$77.29 - $93.96 $463 - $563	6 Added 0.09%	6,605 $605,000
Q1 2021 Apr 15, 2021	BUY	$67.05 - $84.34 $101,379 - $127,522	1,512 Added 29.72%	6,599 $512,000
Q4 2020 Jan 15, 2021	SELL	$47.26 - $68.53 $1,890 - $2,741	-40 Reduced 0.78%	5,087 $349,000
Q3 2020 Oct 27, 2020	BUY	$46.42 - $53.25 $237,995 - $273,012	5,127 New	5,127 $248,000

Others Institutions Holding MS

# of Institutions

2,124

Shares Held

1.31B

Call Options Held

26.3M

Put Options Held

29.4M

View Full List

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...

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Arbor Investment Advisors, LLC Morgan Stanley Transaction History