Avantax Planning Partners, Inc. Morgan Stanley Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,267 shares of MS stock, worth $390,210. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,267

Previous 3,649 10.47%

Holding current value

$390,210

Previous $343,000 7.58%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$86.19 - $101.53 $32,924 - $38,784	-382 Reduced 10.47%	3,267 $317,000
Q1 2024 May 02, 2024	SELL	$83.9 - $94.16 $43,124 - $48,398	-514 Reduced 12.35%	3,649 $343,000
Q4 2023 Feb 09, 2024	BUY	$70.4 - $93.66 $2,252 - $2,997	32 Added 0.77%	4,163 $388,000
Q3 2023 Nov 03, 2023	BUY	$81.65 - $94.67 $14,860 - $17,229	182 Added 4.61%	4,131 $337,000
Q2 2023 Jul 17, 2023	BUY	$81.22 - $91.12 $10,883 - $12,210	134 Added 3.51%	3,949 $337,000
Q1 2023 Apr 20, 2023	SELL	$83.95 - $100.83 $20,399 - $24,501	-243 Reduced 5.99%	3,815 $334,000
Q4 2022 Feb 09, 2023	SELL	$75.3 - $93.04 $44,351 - $54,800	-589 Reduced 12.67%	4,058 $345,000
Q3 2022 Oct 14, 2022	SELL	$21.84 - $90.15 $9,260 - $38,223	-424 Reduced 8.36%	4,647 $367,000
Q2 2022 Jul 18, 2022	BUY	$72.9 - $90.61 $19,464 - $24,192	267 Added 5.56%	5,071 $386,000
Q1 2022 May 09, 2022	BUY	$83.31 - $108.73 $32,074 - $41,861	385 Added 8.71%	4,804 $420,000
Q4 2021 Jan 28, 2022	SELL	$94.82 - $104.66 $14,222 - $15,699	-150 Reduced 3.28%	4,419 $434,000
Q3 2021 Oct 27, 2021	BUY	$87.64 - $105.45 $13,584 - $16,344	155 Added 3.51%	4,569 $445,000
Q2 2021 Aug 10, 2021	BUY	$77.29 - $93.96 $87,492 - $106,362	1,132 Added 34.49%	4,414 $405,000
Q1 2021 May 06, 2021	BUY	$67.05 - $84.34 $220,058 - $276,803	3,282 New	3,282 $255,000
Q4 2019 Jan 15, 2020	SELL	$39.82 - $51.12 $197,905 - $254,066	-4,970 Closed	0 $0
Q3 2019 Nov 08, 2019	BUY	$39.1 - $45.74 $194,327 - $227,327	4,970 New	4,970 $212,000
Q4 2018 Feb 14, 2019	SELL	$37.01 - $47.27 $124,538 - $159,063	-3,365 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$46.57 - $51.05 $156,708 - $171,783	3,365 New	3,365 $157,000
Q2 2018 Aug 13, 2018	SELL	$47.19 - $55.22 $182,530 - $213,590	-3,868 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$51.79 - $58.91 $1,812 - $2,061	-35 Reduced 0.9%	3,868 $208,000
Q4 2017 Feb 09, 2018	SELL	$48.1 - $53.85 $33,621 - $37,641	-699 Reduced 15.19%	3,903 $205,000
Q3 2017 Oct 19, 2017	BUY	$44.01 - $48.31 $202,534 - $222,322	4,602	4,602 $222,000

Others Institutions Holding MS

# of Institutions

2,089

Shares Held

1.33B

Call Options Held

26.6M

Put Options Held

27.2M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $202B
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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Avantax Planning Partners, Inc. Morgan Stanley Transaction History