Creative Planning Morgan Stanley Transaction History

Creative Planning

  • $93.6 Billion
  • Q2 2024

A detailed history of Creative Planning transactions in Morgan Stanley stock. As of the latest transaction made, Creative Planning holds 211,212 shares of MS stock, worth $22 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
211,212
Previous 169,552 24.57%
Holding current value
$22 Million
Previous $16 Million 28.58%
% of portfolio
0.02%
Previous 0.02%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$86.19 - $101.53 $3.59 Million - $4.23 Million
41,660 Added 24.57%
211,212 $20.5 Million
Q1 2024

May 10, 2024
BUY
$83.9 - $94.16 $1.43 Million - $1.61 Million
17,052 Added 11.18%
169,552 $16 Million
Q4 2023

Feb 14, 2024
SELL
$70.4 - $93.66 $1.23 Million - $1.64 Million
-17,514 Reduced 10.3%
152,500 $14.2 Million
Q3 2023

Nov 16, 2023
BUY
$81.65 - $94.67 $972,696 - $1.13 Million
11,913 Added 7.54%
170,014 $13.9 Million
Q2 2023

Jul 21, 2023
BUY
$81.22 - $91.12 $882,536 - $990,109
10,866 Added 7.38%
158,101 $13.5 Million
Q1 2023

May 15, 2023
BUY
$83.95 - $100.83 $951,237 - $1.14 Million
11,331 Added 8.34%
147,235 $12.9 Million
Q4 2022

Feb 10, 2023
BUY
$75.3 - $93.04 $1.03 Million - $1.28 Million
13,713 Added 11.22%
135,904 $11.6 Million
Q3 2022

Nov 03, 2022
SELL
$21.84 - $90.15 $143,641 - $592,916
-6,577 Reduced 5.11%
122,191 $9.65 Million
Q2 2022

Aug 15, 2022
BUY
$72.9 - $90.61 $522,328 - $649,220
7,165 Added 5.89%
128,768 $9.79 Million
Q1 2022

May 16, 2022
BUY
$83.31 - $108.73 $624,075 - $814,496
7,491 Added 6.56%
121,603 $10.6 Million
Q4 2021

Feb 11, 2022
BUY
$94.82 - $104.66 $415,406 - $458,515
4,381 Added 3.99%
114,112 $11.2 Million
Q3 2021

Nov 10, 2021
BUY
$87.64 - $105.45 $500,249 - $601,908
5,708 Added 5.49%
109,731 $10.7 Million
Q2 2021

Aug 04, 2021
SELL
$77.29 - $93.96 $1.15 Million - $1.4 Million
-14,900 Reduced 12.53%
104,023 $9.54 Million
Q1 2021

Apr 30, 2021
BUY
$67.05 - $84.34 $982,349 - $1.24 Million
14,651 Added 14.05%
118,923 $9.24 Million
Q4 2020

Jan 29, 2021
BUY
$47.26 - $68.53 $1.66 Million - $2.41 Million
35,217 Added 51.0%
104,272 $7.15 Million
Q3 2020

Nov 05, 2020
BUY
$46.42 - $53.25 $549,566 - $630,426
11,839 Added 20.69%
69,055 $3.34 Million
Q2 2020

Jul 23, 2020
SELL
$31.62 - $50.4 $129,104 - $205,783
-4,083 Reduced 6.66%
57,216 $2.76 Million
Q1 2020

May 05, 2020
SELL
$27.81 - $57.51 $393,400 - $813,536
-14,146 Reduced 18.75%
61,299 $2.08 Million
Q4 2019

Jan 30, 2020
SELL
$39.82 - $51.12 $706,566 - $907,073
-17,744 Reduced 19.04%
75,445 $3.86 Million
Q3 2019

Nov 01, 2019
BUY
$39.1 - $45.74 $102,481 - $119,884
2,621 Added 2.89%
93,189 $3.98 Million
Q2 2019

Jul 26, 2019
BUY
$40.69 - $48.46 $1.77 Million - $2.11 Million
43,590 Added 92.79%
90,568 $3.97 Million
Q1 2019

Apr 24, 2019
SELL
$39.68 - $44.49 $122,373 - $137,207
-3,084 Reduced 6.16%
46,978 $1.98 Million
Q4 2018

Feb 01, 2019
SELL
$37.01 - $47.27 $451,040 - $576,079
-12,187 Reduced 19.58%
50,062 $1.99 Million
Q3 2018

Oct 25, 2018
SELL
$46.57 - $51.05 $161,923 - $177,500
-3,477 Reduced 5.29%
62,249 $2.9 Million
Q2 2018

Jul 20, 2018
BUY
$47.19 - $55.22 $177,104 - $207,240
3,753 Added 6.06%
65,726 $3.12 Million
Q1 2018

Apr 18, 2018
BUY
$51.79 - $58.91 $156,561 - $178,084
3,023 Added 5.13%
61,973 $3.34 Million
Q4 2017

Jan 17, 2018
BUY
$48.1 - $53.85 $131,697 - $147,441
2,738 Added 4.87%
58,950 $3.09 Million
Q3 2017

Oct 17, 2017
BUY
$44.01 - $48.31 $2.47 Million - $2.72 Million
56,212
56,212 $2.71 Million

Others Institutions Holding MS

# of Institutions
2,062
Shares Held
1.33B
Call Options Held
26.5M
Put Options Held
27.2M
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 $176B
  • 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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