Baugh & Associates, LLC Morgan Stanley Transaction History

Baugh & Associates, LLC

  • $199 Million
  • Q3 2024

A detailed history of Baugh & Associates, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Baugh & Associates, LLC holds 69,785 shares of MS stock, worth $9.4 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
69,785
Previous 69,156 0.91%
Holding current value
$9.4 Million
Previous $6.72 Million 8.23%
% of portfolio
3.65%
Previous 3.67%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$92.07 - $106.96 $57,912 - $67,277
629 Added 0.91%
69,785 $7.27 Million
Q2 2024

Jul 12, 2024
SELL
$86.19 - $101.53 $288,305 - $339,617
-3,345 Reduced 4.61%
69,156 $6.72 Million
Q1 2024

Apr 15, 2024
SELL
$83.9 - $94.16 $17,199 - $19,302
-205 Reduced 0.28%
72,501 $6.83 Million
Q4 2023

Jan 10, 2024
BUY
$70.4 - $93.66 $82,156 - $109,301
1,167 Added 1.63%
72,706 $6.78 Million
Q3 2023

Oct 13, 2023
SELL
$81.65 - $94.67 $11,431 - $13,253
-140 Reduced 0.2%
71,539 $5.84 Million
Q2 2023

Jul 20, 2023
BUY
$81.22 - $91.12 $128,571 - $144,242
1,583 Added 2.26%
71,679 $6.12 Million
Q1 2023

Apr 27, 2023
SELL
$83.95 - $100.83 $130,542 - $156,790
-1,555 Reduced 2.17%
70,096 $6.15 Million
Q4 2022

Jan 27, 2023
SELL
$75.3 - $93.04 $978 - $1,209
-13 Reduced 0.02%
71,651 $0
Q3 2022

Oct 07, 2022
BUY
$21.84 - $90.15 $62,375 - $257,468
2,856 Added 4.15%
71,664 $5.66 Million
Q2 2022

Jul 19, 2022
SELL
$72.9 - $90.61 $76,472 - $95,049
-1,049 Reduced 1.5%
68,808 $5.23 Million
Q1 2022

Apr 20, 2022
SELL
$83.31 - $108.73 $31,241 - $40,773
-375 Reduced 0.53%
69,857 $6.11 Million
Q4 2021

Jan 14, 2022
SELL
$94.82 - $104.66 $14,697 - $16,222
-155 Reduced 0.22%
70,232 $6.89 Million
Q3 2021

Oct 13, 2021
SELL
$87.64 - $105.45 $12,357 - $14,868
-141 Reduced 0.2%
70,387 $6.85 Million
Q2 2021

Jul 12, 2021
SELL
$77.29 - $93.96 $52,170 - $63,422
-675 Reduced 0.95%
70,528 $6.47 Million
Q1 2021

Apr 16, 2021
SELL
$67.05 - $84.34 $9,521 - $11,976
-142 Reduced 0.2%
71,203 $5.53 Million
Q4 2020

Jan 13, 2021
SELL
$47.26 - $68.53 $86,485 - $125,409
-1,830 Reduced 2.5%
71,345 $4.89 Million
Q3 2020

Oct 28, 2020
SELL
$46.42 - $53.25 $14,622 - $16,773
-315 Reduced 0.43%
73,175 $3.54 Million
Q2 2020

Jul 09, 2020
SELL
$31.62 - $50.4 $1,264 - $2,016
-40 Reduced 0.05%
73,490 $3.55 Million
Q1 2020

Apr 21, 2020
SELL
$27.81 - $57.51 $22,387 - $46,295
-805 Reduced 1.08%
73,530 $2.5 Million
Q4 2019

Jan 13, 2020
BUY
$39.82 - $51.12 $9,755 - $12,524
245 Added 0.33%
74,335 $3.8 Million
Q3 2019

Oct 08, 2019
SELL
$39.1 - $45.74 $11,534 - $13,493
-295 Reduced 0.4%
74,090 $3.16 Million
Q2 2019

Jul 23, 2019
SELL
$40.69 - $48.46 $8,544 - $10,176
-210 Reduced 0.28%
74,385 $3.26 Million
Q1 2019

Apr 05, 2019
BUY
$39.68 - $44.49 $206,137 - $231,125
5,195 Added 7.49%
74,595 $3.15 Million
Q4 2018

Jan 17, 2019
BUY
$37.01 - $47.27 $186,826 - $238,618
5,048 Added 7.84%
69,400 $2.75 Million
Q3 2018

Nov 02, 2018
BUY
$46.57 - $51.05 $39,584 - $43,392
850 Added 1.34%
64,352 $3 Million
Q2 2018

Jul 27, 2018
SELL
$47.19 - $55.22 $236,752 - $277,038
-5,017 Reduced 7.32%
63,502 $3.01 Million
Q1 2018

Apr 25, 2018
SELL
$51.79 - $58.91 $17,090 - $19,440
-330 Reduced 0.48%
68,519 $3.7 Million
Q4 2017

Feb 08, 2018
BUY
$48.1 - $53.85 $3.31 Million - $3.71 Million
68,849
68,849 $3.61 Million

Others Institutions Holding MS

# of Institutions
2,122
Shares Held
1.31B
Call Options Held
26.3M
Put Options Held
29.4M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $228B
  • 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...
More about MS
Track This Portfolio

Track Baugh & Associates, LLC Portfolio

Follow Baugh & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baugh & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baugh & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email