Diligent Investors, LLC Morgan Stanley Transaction History

Diligent Investors, LLC

$369 Million
Q1 2024

A detailed history of Diligent Investors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Diligent Investors, LLC holds 14,162 shares of MS stock, worth $1.42 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

14,162

Previous 14,149 0.09%

Holding current value

$1.42 Million

Previous $1.32 Million 1.06%

% of portfolio

0.36%

Previous 0.38%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$83.9 - $94.16 $1,090 - $1,224	13 Added 0.09%	14,162 $1.33 Million
Q4 2023 Jan 10, 2024	SELL	$70.4 - $93.66 $13,939 - $18,544	-198 Reduced 1.38%	14,149 $1.32 Million
Q3 2023 Nov 03, 2023	SELL	$81.65 - $94.67 $37,150 - $43,074	-455 Reduced 3.07%	14,347 $1.17 Million
Q2 2023 Jul 24, 2023	BUY	$81.22 - $91.12 $162 - $182	2 Added 0.01%	14,802 $1.26 Million
Q1 2023 May 10, 2023	SELL	$83.95 - $100.83 $6,548 - $7,864	-78 Reduced 0.52%	14,800 $1.3 Million

Q4 2022 Jan 20, 2023	SELL	$75.3 - $93.04 $29,969 - $37,029	-398 Reduced 2.61%	14,878 $0
Q3 2022 Oct 14, 2022	BUY	$21.84 - $90.15 $43 - $180	2 Added 0.01%	15,276 $1.21 Million
Q2 2022 Jul 13, 2022	BUY	$72.9 - $90.61 $145 - $181	2 Added 0.01%	15,274 $1.16 Million
Q1 2022 Apr 26, 2022	BUY	$83.31 - $108.73 $33,490 - $43,709	402 Added 2.7%	15,272 $1.34 Million
Q4 2021 Jan 21, 2022	SELL	$94.82 - $104.66 $37,643 - $41,550	-397 Reduced 2.6%	14,870 $1.46 Million
Q2 2021 Aug 12, 2021	SELL	$77.29 - $93.96 $35,630 - $43,315	-461 Reduced 2.93%	15,267 $1.4 Million
Q1 2021 Apr 23, 2021	BUY	$67.05 - $84.34 $79,588 - $100,111	1,187 Added 8.16%	15,728 $1.22 Million
Q4 2020 Feb 09, 2021	SELL	$47.26 - $68.53 $8,223 - $11,924	-174 Reduced 1.18%	14,541 $996,000
Q3 2020 Nov 09, 2020	SELL	$46.42 - $53.25 $51,572 - $59,160	-1,111 Reduced 7.02%	14,715 $711,000
Q2 2020 Jul 09, 2020	BUY	$31.62 - $50.4 $7,746 - $12,348	245 Added 1.57%	15,826 $764,000
Q1 2020 Apr 29, 2020	SELL	$27.81 - $57.51 $11,958 - $24,729	-430 Reduced 2.69%	15,581 $530,000
Q4 2019 Jan 13, 2020	SELL	$39.82 - $51.12 $39,820 - $51,120	-1,000 Reduced 5.88%	16,011 $818,000
Q2 2019 Aug 01, 2019	SELL	$40.69 - $48.46 $8,138 - $9,692	-200 Reduced 1.16%	17,011 $745,000
Q4 2018 Jan 17, 2019	SELL	$37.01 - $47.27 $64,434 - $82,297	-1,741 Reduced 9.19%	17,211 $682,000
Q3 2018 Oct 26, 2018	SELL	$46.57 - $51.05 $149,024 - $163,360	-3,200 Reduced 14.45%	18,952 $883,000
Q2 2018 Jul 23, 2018	SELL	$47.19 - $55.22 $44,028 - $51,520	-933 Reduced 4.04%	22,152 $1.05 Million
Q1 2018 Apr 23, 2018	SELL	$51.79 - $58.91 $15,537 - $17,673	-300 Reduced 1.28%	23,085 $1.25 Million
Q4 2017 Feb 12, 2018	SELL	$48.1 - $53.85 $19,240 - $21,540	-400 Reduced 1.68%	23,385 $1.23 Million
Q3 2017 Nov 09, 2017	SELL	$44.01 - $48.31 $61,614 - $67,634	-1,400 Reduced 5.56%	23,785 $1.15 Million
Q2 2017 Aug 11, 2017	BUY	N/A	25,185	25,185 $1.12 Million

Others Institutions Holding MS

# of Institutions

2,008

Shares Held

1.32B

Call Options Held

32.2M

Put Options Held

31.9M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $170B
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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Diligent Investors, LLC Morgan Stanley Transaction History