Dynamic Advisor Solutions LLC Morgan Stanley Transaction History

Dynamic Advisor Solutions LLC

$3.28 Billion
Q3 2024

A detailed history of Dynamic Advisor Solutions LLC transactions in Morgan Stanley stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 14,849 shares of MS stock, worth $1.9 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

14,849

Previous 15,033 1.22%

Holding current value

$1.9 Million

Previous $1.46 Million 5.89%

% of portfolio

0.05%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$92.07 - $106.96 $16,940 - $19,680	-184 Reduced 1.22%	14,849 $1.55 Million
Q2 2024 Jul 15, 2024	SELL	$86.19 - $101.53 $108,771 - $128,130	-1,262 Reduced 7.74%	15,033 $1.46 Million
Q1 2024 Apr 12, 2024	BUY	$83.9 - $94.16 $26,092 - $29,283	311 Added 1.95%	16,295 $1.53 Million
Q4 2023 Jan 10, 2024	BUY	$70.4 - $93.66 $123,692 - $164,560	1,757 Added 12.35%	15,984 $1.49 Million
Q3 2023 Oct 10, 2023	BUY	$81.65 - $94.67 $349,870 - $405,660	4,285 Added 43.1%	14,227 $1.16 Million
Q2 2023 Aug 03, 2023	BUY	$81.22 - $91.12 $222,867 - $250,033	2,744 Added 38.12%	9,942 $849,000
Q1 2023 Apr 10, 2023	BUY	$83.95 - $100.83 $14,607 - $17,544	174 Added 2.48%	7,198 $631,000
Q4 2022 Jan 12, 2023	SELL	$75.3 - $93.04 $2.14 Million - $2.64 Million	-28,364 Reduced 80.15%	7,024 $0
Q3 2022 Oct 20, 2022	BUY	$21.84 - $90.15 $7,884 - $32,544	361 Added 1.03%	35,388 $2.8 Million
Q2 2022 Jul 27, 2022	BUY	$72.9 - $90.61 $26,754 - $33,253	367 Added 1.06%	35,027 $2.66 Million
Q1 2022 Apr 11, 2022	BUY	$83.31 - $108.73 $198,444 - $258,994	2,382 Added 7.38%	34,660 $3.03 Million
Q4 2021 Jan 26, 2022	BUY	$94.82 - $104.66 $78,985 - $87,181	833 Added 2.65%	32,278 $3.17 Million
Q3 2021 Oct 28, 2021	BUY	$87.64 - $105.45 $88,779 - $106,820	1,013 Added 3.33%	31,445 $3.06 Million
Q2 2021 Aug 10, 2021	BUY	$77.29 - $93.96 $143,604 - $174,577	1,858 Added 6.5%	30,432 $2.79 Million
Q1 2021 Apr 27, 2021	BUY	$67.05 - $84.34 $730,979 - $919,474	10,902 Added 61.69%	28,574 $2.22 Million
Q4 2020 Feb 03, 2021	BUY	$47.26 - $68.53 $42,344 - $61,402	896 Added 5.34%	17,672 $1.21 Million
Q3 2020 Oct 27, 2020	BUY	$46.42 - $53.25 $10,165 - $11,661	219 Added 1.32%	16,776 $811,000
Q2 2020 Aug 05, 2020	BUY	$31.62 - $50.4 $149,372 - $238,089	4,724 Added 39.92%	16,557 $800,000
Q1 2020 May 07, 2020	SELL	$27.81 - $57.51 $3,337 - $6,901	-120 Reduced 1.0%	11,833 $402,000
Q4 2019 Feb 04, 2020	BUY	$39.82 - $51.12 $66,698 - $85,626	1,675 Added 16.3%	11,953 $611,000
Q3 2019 Nov 13, 2019	SELL	$39.1 - $45.74 $17,204 - $20,125	-440 Reduced 4.11%	10,278 $439,000
Q2 2019 Aug 13, 2019	BUY	$40.69 - $48.46 $23,193 - $27,622	570 Added 5.62%	10,718 $470,000
Q4 2018 Jan 29, 2019	SELL	$37.01 - $47.27 $17,320 - $22,122	-468 Reduced 4.41%	10,148 $436,000
Q3 2018 Nov 14, 2018	BUY	$46.57 - $51.05 $494,387 - $541,946	10,616 New	10,616 $494,000

Others Institutions Holding MS

# of Institutions

2,127

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 $217B
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...

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Dynamic Advisor Solutions LLC Morgan Stanley Transaction History