Avidian Wealth Solutions, LLC Morgan Stanley Transaction History

Avidian Wealth Solutions, LLC

$2.33 Billion
Q2 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 10,745 shares of MS stock, worth $1.28 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,745

Previous 10,072 6.68%

Holding current value

$1.28 Million

Previous $948,000 10.13%

% of portfolio

0.04%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$86.19 - $101.53 $58,005 - $68,329	673 Added 6.68%	10,745 $1.04 Million
Q1 2024 May 03, 2024	BUY	$83.9 - $94.16 $33,560 - $37,664	400 Added 4.14%	10,072 $948,000
Q4 2023 Feb 06, 2024	SELL	$70.4 - $93.66 $181,280 - $241,174	-2,575 Reduced 21.03%	9,672 $901,000
Q3 2023 Oct 13, 2023	SELL	$81.65 - $94.67 $25,638 - $29,726	-314 Reduced 2.5%	12,247 $1 Million
Q2 2023 Aug 03, 2023	BUY	$81.22 - $91.12 $260,553 - $292,312	3,208 Added 34.3%	12,561 $1.07 Million
Q1 2023 May 08, 2023	SELL	$83.95 - $100.83 $34,167 - $41,037	-407 Reduced 4.17%	9,353 $821,000
Q4 2022 Feb 06, 2023	BUY	$75.3 - $93.04 $282,450 - $348,993	3,751 Added 62.42%	9,760 $829,000
Q3 2022 Nov 03, 2022	BUY	$21.84 - $90.15 $152 - $631	7 Added 0.12%	6,009 $475,000
Q2 2022 Jul 29, 2022	SELL	$72.9 - $90.61 $389,213 - $483,766	-5,339 Reduced 47.08%	6,002 $457,000
Q1 2022 May 10, 2022	SELL	$83.31 - $108.73 $117,050 - $152,765	-1,405 Reduced 11.02%	11,341 $991,000
Q4 2021 Feb 14, 2022	BUY	$94.82 - $104.66 $432,948 - $477,877	4,566 Added 55.82%	12,746 $1.25 Million
Q3 2021 Nov 10, 2021	BUY	$87.64 - $105.45 $25,240 - $30,369	288 Added 3.65%	8,180 $796,000
Q2 2021 Aug 09, 2021	BUY	$77.29 - $93.96 $107,046 - $130,134	1,385 Added 21.28%	7,892 $724,000
Q1 2021 May 05, 2021	BUY	$67.05 - $84.34 $7,978 - $10,036	119 Added 1.86%	6,507 $505,000
Q4 2020 Feb 09, 2021	BUY	$47.26 - $68.53 $189 - $274	4 Added 0.06%	6,388 $438,000
Q3 2020 Feb 03, 2021	BUY	$46.42 - $53.25 $296,345 - $339,948	6,384 New	6,384 $309,000
Q3 2020 Nov 06, 2020	SELL	$46.42 - $53.25 $293,235 - $336,380	-6,317 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$31.62 - $50.4 $8,126 - $12,952	257 Added 4.24%	6,317 $305,000
Q1 2020 Apr 22, 2020	SELL	$27.81 - $57.51 $3,142 - $6,498	-113 Reduced 1.83%	6,060 $206,000
Q4 2019 Feb 13, 2020	BUY	$39.82 - $51.12 $5,136 - $6,594	129 Added 2.13%	6,173 $316,000
Q3 2019 Nov 14, 2019	BUY	$39.1 - $45.74 $13,645 - $15,963	349 Added 6.13%	6,044 $258,000
Q2 2019 Aug 14, 2019	BUY	$40.69 - $48.46 $15,340 - $18,269	377 Added 7.09%	5,695 $250,000
Q1 2019 May 15, 2019	SELL	$39.68 - $44.49 $6,507 - $7,296	-164 Reduced 2.99%	5,318 $224,000
Q4 2018 Feb 14, 2019	BUY	$37.01 - $47.27 $17,320 - $22,122	468 Added 9.33%	5,482 $217,000
Q3 2018 Nov 14, 2018	BUY	$46.57 - $51.05 $2,142 - $2,348	46 Added 0.93%	5,014 $234,000
Q1 2018 May 15, 2018	BUY	$51.79 - $58.91 $257,292 - $292,664	4,968 New	4,968 $268,000

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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Avidian Wealth Solutions, LLC Morgan Stanley Transaction History