Connectus Wealth, LLC Morgan Stanley Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

A detailed history of Connectus Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Connectus Wealth, LLC holds 19,695 shares of MS stock, worth $2.63 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

19,695

Previous 29,010 32.11%

Holding current value

$2.63 Million

Previous $2.71 Million 31.46%

% of portfolio

0.04%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$83.9 - $94.16 $781,528 - $877,100	-9,315 Reduced 32.11%	19,695 $1.85 Million
Q4 2023 Feb 14, 2024	SELL	$70.4 - $93.66 $104,825 - $139,459	-1,489 Reduced 4.88%	29,010 $2.71 Million
Q3 2023 Nov 13, 2023	BUY	$81.65 - $94.67 $3,510 - $4,070	43 Added 0.14%	30,499 $2.49 Million
Q2 2023 Aug 14, 2023	SELL	$81.22 - $91.12 $3.59 Million - $4.03 Million	-44,195 Reduced 59.2%	30,456 $2.6 Million
Q1 2023 May 11, 2023	BUY	$83.95 - $100.83 $898,852 - $1.08 Million	10,707 Added 16.74%	74,651 $6.55 Million
Q4 2022 Feb 07, 2023	BUY	$75.3 - $93.04 $40,059 - $49,497	532 Added 0.84%	63,944 $5.44 Million
Q3 2022 Nov 10, 2022	BUY	$21.84 - $90.15 $34,987 - $144,420	1,602 Added 2.59%	63,412 $5.02 Million
Q2 2022 Aug 08, 2022	BUY	$72.9 - $90.61 $1.67 Million - $2.08 Million	22,952 Added 59.07%	61,810 $4.71 Million
Q1 2022 May 06, 2022	SELL	$83.31 - $108.73 $1.83 Million - $2.38 Million	-21,911 Reduced 36.06%	38,858 $3.82 Million
Q4 2021 Feb 09, 2022	BUY	$94.82 - $104.66 $5.76 Million - $6.36 Million	60,769 New	60,769 $5.98 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

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Connectus Wealth, LLC with notifications on news.

Account

Connectus Wealth, LLC Morgan Stanley Transaction History