Captrust Financial Advisors Morgan Stanley Transaction History

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024

A detailed history of Captrust Financial Advisors transactions in Morgan Stanley stock. As of the latest transaction made, Captrust Financial Advisors holds 158,299 shares of MS stock, worth $20.8 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
158,299
Previous 122,900 28.8%
Holding current value
$20.8 Million
Previous $12.8 Million 55.34%
% of portfolio
0.06%
Previous 0.04%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$104.42 - $134.99 $3.7 Million - $4.78 Million
35,399 Added 28.8%
158,299 $19.9 Million
Q3 2024

Nov 14, 2024
BUY
$92.07 - $106.96 $77,799 - $90,381
845 Added 0.69%
122,900 $12.8 Million
Q2 2024

Aug 14, 2024
SELL
$86.19 - $101.53 $861 - $1,015
-10 Reduced 0.01%
122,055 $11.9 Million
Q1 2024

May 15, 2024
SELL
$83.9 - $94.16 $3.84 Million - $4.31 Million
-45,813 Reduced 27.29%
122,065 $11.5 Million
Q4 2023

Feb 14, 2024
BUY
$70.4 - $93.66 $42,310 - $56,289
601 Added 0.36%
167,878 $15.7 Million
Q3 2023

Nov 14, 2023
BUY
$81.65 - $94.67 $1.01 Million - $1.18 Million
12,415 Added 8.02%
167,277 $13.7 Million
Q2 2023

Aug 14, 2023
SELL
$81.22 - $91.12 $209,466 - $234,998
-2,579 Reduced 1.64%
154,862 $13.2 Million
Q1 2023

May 15, 2023
SELL
$83.95 - $100.83 $284,674 - $341,914
-3,391 Reduced 2.11%
157,441 $13.8 Million
Q4 2022

Feb 15, 2023
BUY
$75.3 - $93.04 $1.12 Million - $1.39 Million
14,935 Added 10.24%
160,832 $13.7 Million
Q3 2022

Nov 16, 2022
BUY
$21.84 - $90.15 $14,261 - $58,867
653 Added 0.45%
145,897 $11.5 Million
Q2 2022

Aug 23, 2022
SELL
$72.9 - $90.61 $927,069 - $1.15 Million
-12,717 Reduced 8.05%
145,244 $11 Million
Q2 2022

Aug 16, 2022
BUY
$72.9 - $90.61 $2.27 Million - $2.83 Million
31,205 Added 24.62%
157,961 $12 Million
Q1 2022

May 16, 2022
SELL
$83.31 - $108.73 $1.64 Million - $2.14 Million
-19,708 Reduced 13.46%
126,756 $11.1 Million
Q4 2021

Feb 14, 2022
BUY
$94.82 - $104.66 $3.17 Million - $3.49 Million
33,385 Added 29.52%
146,464 $14.4 Million
Q3 2021

Nov 16, 2021
SELL
$87.64 - $105.45 $150,127 - $180,635
-1,713 Reduced 1.49%
113,079 $11 Million
Q2 2021

Aug 16, 2021
BUY
$77.29 - $93.96 $376,325 - $457,491
4,869 Added 4.43%
114,792 $10.5 Million
Q1 2021

May 17, 2021
BUY
$67.05 - $84.34 $1.13 Million - $1.42 Million
16,810 Added 18.05%
109,923 $8.54 Million
Q4 2020

Feb 16, 2021
BUY
$47.26 - $68.53 $419,054 - $607,655
8,867 Added 10.53%
93,113 $6.38 Million
Q3 2020

Nov 17, 2020
BUY
$46.42 - $53.25 $7,520 - $8,626
162 Added 0.19%
84,246 $3.98 Million
Q2 2020

Aug 14, 2020
BUY
$31.62 - $50.4 $172,076 - $274,276
5,442 Added 6.92%
84,084 $4 Million
Q1 2020

May 15, 2020
SELL
$27.81 - $57.51 $164,329 - $339,826
-5,909 Reduced 6.99%
78,642 $2.49 Million
Q4 2019

Feb 14, 2020
BUY
$39.82 - $51.12 $2.47 Million - $3.18 Million
62,138 Added 277.24%
84,551 $4.4 Million
Q3 2019

Nov 14, 2019
SELL
$39.1 - $45.74 $19,354 - $22,641
-495 Reduced 2.16%
22,413 $956,000
Q2 2019

Aug 13, 2019
BUY
$40.69 - $48.46 $11,596 - $13,811
285 Added 1.26%
22,908 $1 Million
Q1 2019

May 15, 2019
BUY
$39.68 - $44.49 $664,917 - $745,518
16,757 Added 285.66%
22,623 $955,000
Q4 2018

Feb 13, 2019
BUY
$37.01 - $47.27 $29,126 - $37,201
787 Added 15.5%
5,866 $233,000
Q3 2018

Nov 15, 2018
BUY
$46.57 - $51.05 $23,564 - $25,831
506 Added 11.06%
5,079 $237,000
Q2 2018

Aug 13, 2018
SELL
$47.19 - $55.22 $4,199 - $4,914
-89 Reduced 1.91%
4,573 $217,000
Q1 2018

May 15, 2018
SELL
$51.79 - $58.91 $11,031 - $12,547
-213 Reduced 4.37%
4,662 $246,000
Q4 2017

Feb 14, 2018
BUY
$48.1 - $53.85 $234,487 - $262,518
4,875
4,875 $256,000

Others Institutions Holding MS

# of Institutions
2,373
Shares Held
1.33B
Call Options Held
22.7M
Put Options Held
30.7M
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 $223B
  • 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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