Calton & Associates, Inc. Morgan Stanley Transaction History

Calton & Associates, Inc.

  • $250 Million
  • Q3 2024

A detailed history of Calton & Associates, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Calton & Associates, Inc. holds 4,572 shares of MS stock, worth $611,642. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,572
Previous 14,133 67.65%
Holding current value
$611,642
Previous $1.47 Million 67.68%
% of portfolio
0.19%
Previous 0.25%

Shares

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

Oct 21, 2024
SELL
$92.07 - $106.96 $880,281 - $1.02 Million
-9,561 Reduced 67.65%
4,572 $476,000
Q3 2024

Oct 18, 2024
BUY
$92.07 - $106.96 $774,400 - $899,640
8,411 Added 146.99%
14,133 $1.47 Million
Q2 2024

Jul 19, 2024
BUY
$86.19 - $101.53 $258 - $304
3 Added 0.05%
5,722 $556,000
Q1 2024

Apr 16, 2024
BUY
$83.9 - $94.16 $81,131 - $91,052
967 Added 20.35%
5,719 $538,000
Q4 2023

Feb 07, 2024
BUY
$70.4 - $93.66 $334,540 - $445,072
4,752 New
4,752 $443,000
Q2 2023

Jul 24, 2023
BUY
$81.22 - $91.12 $22,335 - $25,058
275 Added 5.99%
4,867 $415,000
Q1 2023

Apr 19, 2023
BUY
$83.95 - $100.83 $93,436 - $112,223
1,113 Added 31.99%
4,592 $403,000
Q4 2022

Jan 18, 2023
BUY
$75.3 - $93.04 $261,968 - $323,686
3,479 New
3,479 $0
Q4 2021

Jan 13, 2022
SELL
$94.82 - $104.66 $208,603 - $230,252
-2,200 Closed
0 $0
Q3 2021

Nov 05, 2021
SELL
$87.64 - $105.45 $151,967 - $182,850
-1,734 Reduced 44.08%
2,200 $214,000
Q2 2021

Aug 11, 2021
SELL
$77.29 - $93.96 $7,883 - $9,583
-102 Reduced 2.53%
3,934 $361,000
Q1 2021

May 03, 2021
SELL
$67.05 - $84.34 $24,070 - $30,278
-359 Reduced 8.17%
4,036 $313,000
Q4 2020

Jan 25, 2021
BUY
$47.26 - $68.53 $207,707 - $301,189
4,395 New
4,395 $301,000
Q1 2020

Apr 30, 2020
SELL
$27.81 - $57.51 $201,566 - $416,832
-7,248 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
$39.82 - $51.12 $25,405 - $32,614
638 Added 9.65%
7,248 $371,000
Q3 2019

Nov 07, 2019
BUY
$39.1 - $45.74 $32,296 - $37,781
826 Added 14.28%
6,610 $282,000
Q2 2019

Jul 09, 2019
BUY
$40.69 - $48.46 $4,638 - $5,524
114 Added 2.01%
5,784 $253,000
Q1 2019

Apr 25, 2019
BUY
$39.68 - $44.49 $7,975 - $8,942
201 Added 3.68%
5,670 $239,000
Q4 2018

Feb 11, 2019
BUY
$37.01 - $47.27 $202,407 - $258,519
5,469 New
5,469 $217,000
Q2 2018

Aug 10, 2018
SELL
$47.19 - $55.22 $453,448 - $530,608
-9,609 Closed
0 $0
Q1 2018

Apr 17, 2018
BUY
$51.79 - $58.91 $92,393 - $105,095
1,784 Added 22.8%
9,609 $519,000
Q4 2017

Feb 05, 2018
BUY
$48.1 - $53.85 $376,382 - $421,376
7,825
7,825 $445,000

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 $227B
  • 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
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