D L Carlson Investment Group Inc Morgan Stanley Transaction History

D L Carlson Investment Group Inc

  • $507 Million
  • Q1 2025

A detailed history of D L Carlson Investment Group Inc transactions in Morgan Stanley stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 21,464 shares of MS stock, worth $2.84 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
21,464
Previous 22,451 4.4%
Holding current value
$2.84 Million
Previous $2.82 Million 11.27%
% of portfolio
0.49%
Previous 0.52%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$111.68 - $141.08 $110,228 - $139,245
-987 Reduced 4.4%
21,464 $2.5 Million
Q4 2024

Feb 12, 2025
SELL
$104.42 - $134.99 $34,563 - $44,681
-331 Reduced 1.45%
22,451 $2.82 Million
Q3 2024

Nov 13, 2024
SELL
$92.07 - $106.96 $66,198 - $76,904
-719 Reduced 3.06%
22,782 $2.37 Million
Q2 2024

Aug 14, 2024
SELL
$86.19 - $101.53 $2.29 Million - $2.7 Million
-26,602 Reduced 53.09%
23,501 $2.28 Million
Q1 2024

May 14, 2024
SELL
$83.9 - $94.16 $71,398 - $80,130
-851 Reduced 1.67%
50,103 $4.72 Million
Q4 2023

Feb 16, 2024
SELL
$70.4 - $93.66 $810,867 - $1.08 Million
-11,518 Reduced 18.44%
50,954 $4.75 Million
Q3 2023

Nov 02, 2023
SELL
$81.65 - $94.67 $35,354 - $40,992
-433 Reduced 0.69%
62,472 $5.1 Million
Q2 2023

Aug 09, 2023
BUY
$81.22 - $91.12 $73,910 - $82,919
910 Added 1.47%
62,905 $5.37 Million
Q1 2023

May 17, 2023
SELL
$83.95 - $100.83 $415,468 - $499,007
-4,949 Reduced 7.39%
61,995 $5.44 Million
Q4 2022

Feb 13, 2023
SELL
$75.3 - $93.04 $159,410 - $196,965
-2,117 Reduced 3.07%
66,944 $5.69 Million
Q3 2022

Nov 18, 2022
SELL
$21.84 - $90.15 $30,903 - $127,562
-1,415 Reduced 2.01%
69,061 $5.46 Million
Q2 2022

Aug 10, 2022
SELL
$72.9 - $90.61 $8,019 - $9,967
-110 Reduced 0.16%
70,476 $5.36 Million
Q1 2022

May 12, 2022
SELL
$83.31 - $108.73 $927,406 - $1.21 Million
-11,132 Reduced 13.62%
70,586 $6.17 Million
Q4 2021

Feb 14, 2022
SELL
$94.82 - $104.66 $189 - $209
-2 Reduced -0.0%
81,718 $8.02 Million
Q3 2021

Nov 05, 2021
BUY
$87.64 - $105.45 $1,226 - $1,476
14 Added 0.02%
81,720 $7.95 Million
Q2 2021

Aug 12, 2021
BUY
$77.29 - $93.96 $10,897 - $13,248
141 Added 0.17%
81,706 $7.49 Million
Q1 2021

May 11, 2021
SELL
$67.05 - $84.34 $1.17 Million - $1.47 Million
-17,414 Reduced 17.59%
81,565 $6.33 Million
Q4 2020

Feb 09, 2021
BUY
$47.26 - $68.53 $23,630 - $34,265
500 Added 0.51%
98,979 $6.78 Million
Q3 2020

Nov 13, 2020
BUY
$46.42 - $53.25 $4.57 Million - $5.24 Million
98,479 New
98,479 $4.76 Million

Others Institutions Holding MS

# of Institutions
2,397
Shares Held
1.33B
Call Options Held
17.1M
Put Options Held
28.9M
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 $224B
  • 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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