Concord Wealth Partners Morgan Stanley Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Morgan Stanley stock. As of the latest transaction made, Concord Wealth Partners holds 14,357 shares of MS stock, worth $1.93 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
14,357
Previous 13,572 5.78%
Holding current value
$1.93 Million
Previous $1.32 Million 13.42%
% of portfolio
0.25%
Previous 0.24%

Shares

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

Oct 24, 2024
BUY
$92.07 - $106.96 $72,274 - $83,963
785 Added 5.78%
14,357 $1.5 Million
Q2 2024

Jul 31, 2024
BUY
$86.19 - $101.53 $92,568 - $109,043
1,074 Added 8.59%
13,572 $1.32 Million
Q1 2024

Apr 30, 2024
BUY
$83.9 - $94.16 $170,904 - $191,803
2,037 Added 19.47%
12,498 $1.18 Million
Q4 2023

Apr 30, 2024
BUY
$70.4 - $93.66 $169,241 - $225,158
2,404 Added 29.84%
10,461 $975,000
Q4 2023

Feb 05, 2024
BUY
$70.4 - $93.66 $169,241 - $225,158
2,404 Added 29.84%
10,461 $975,000
Q3 2023

Apr 30, 2024
SELL
$81.65 - $94.67 $196,286 - $227,586
-2,404 Reduced 22.98%
8,057 $658,000
Q3 2023

Oct 25, 2023
BUY
$81.65 - $94.67 $135,702 - $157,341
1,662 Added 25.99%
8,057 $658,000
Q2 2023

Aug 07, 2023
BUY
$81.22 - $91.12 $208,329 - $233,722
2,565 Added 66.97%
6,395 $546,000
Q1 2023

Apr 26, 2023
BUY
$83.95 - $100.83 $82,606 - $99,216
984 Added 34.57%
3,830 $336,000
Q4 2022

Jan 27, 2023
SELL
$75.3 - $93.04 $212,120 - $262,093
-2,817 Reduced 49.74%
2,846 $241,000
Q3 2022

Nov 10, 2022
SELL
$21.84 - $90.15 $10,963 - $45,255
-502 Reduced 8.14%
5,663 $447,000
Q2 2022

Aug 04, 2022
SELL
$72.9 - $90.61 $4,811 - $5,980
-66 Reduced 1.06%
6,165 $469,000
Q1 2022

Apr 20, 2022
BUY
$83.31 - $108.73 $52,818 - $68,934
634 Added 11.33%
6,231 $545,000
Q4 2021

Jan 21, 2022
BUY
$94.82 - $104.66 $371,125 - $409,639
3,914 Added 232.56%
5,597 $549,000
Q3 2021

Nov 09, 2021
SELL
$87.64 - $105.45 $284,654 - $342,501
-3,248 Reduced 65.87%
1,683 $164,000
Q2 2021

Jul 29, 2021
BUY
$77.29 - $93.96 $71,338 - $86,725
923 Added 23.03%
4,931 $452,000
Q1 2021

May 13, 2021
BUY
$67.05 - $84.34 $267,730 - $336,769
3,993 Added 26620.0%
4,008 $311,000
Q4 2020

Feb 16, 2021
BUY
$47.26 - $68.53 $708 - $1,027
15 New
15 $1,000

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 $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
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