Evoke Wealth, LLC Morgan Stanley Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Evoke Wealth, LLC holds 12,761 shares of MS stock, worth $1.66 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,761

Holding current value

$1.66 Million

% of portfolio

0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$92.07 - $106.96 $1.17 Million - $1.36 Million	12,761 New	12,761 $1.33 Billion
Q1 2024 May 15, 2024	BUY	$83.9 - $94.16 $444,166 - $498,483	5,294 Added 81.7%	11,774 $1.11 Million
Q4 2023 Feb 12, 2024	SELL	$70.4 - $93.66 $25,625 - $34,092	-364 Reduced 5.32%	6,480 $604,000
Q3 2023 Nov 13, 2023	SELL	$81.65 - $94.67 $55,685 - $64,564	-682 Reduced 9.06%	6,844 $558,000
Q2 2023 Aug 09, 2023	BUY	$81.22 - $91.12 $145,140 - $162,831	1,787 Added 31.14%	7,526 $642,000
Q1 2023 May 08, 2023	BUY	$83.95 - $100.83 $32,824 - $39,424	391 Added 7.31%	5,739 $503,000
Q4 2022 Feb 10, 2023	SELL	$75.3 - $93.04 $4,593 - $5,675	-61 Reduced 1.13%	5,348 $454,000
Q3 2022 Nov 07, 2022	BUY	$21.84 - $90.15 $458 - $1,893	21 Added 0.39%	5,409 $427,000
Q2 2022 Aug 04, 2022	SELL	$72.9 - $90.61 $17,131 - $21,293	-235 Reduced 4.18%	5,388 $410,000
Q1 2022 May 10, 2022	BUY	$83.31 - $108.73 $9,747 - $12,721	117 Added 2.12%	5,623 $491,000
Q4 2021 Feb 09, 2022	BUY	$94.82 - $104.66 $55,943 - $61,749	590 Added 12.0%	5,506 $541,000
Q3 2021 Nov 12, 2021	SELL	$87.64 - $105.45 $17,002 - $20,457	-194 Reduced 3.8%	4,916 $478,000
Q2 2021 Aug 05, 2021	SELL	$77.29 - $93.96 $384,131 - $466,981	-4,970 Reduced 49.31%	5,110 $469,000
Q1 2021 May 13, 2021	BUY	$67.05 - $84.34 $133,630 - $168,089	1,993 Added 24.64%	10,080 $783,000
Q4 2020 Feb 12, 2021	BUY	$47.26 - $68.53 $118,669 - $172,078	2,511 Added 45.03%	8,087 $554,000
Q3 2020 Nov 13, 2020	SELL	$46.42 - $53.25 $1,856 - $2,130	-40 Reduced 0.71%	5,576 $270,000
Q2 2020 Aug 10, 2020	BUY	$31.62 - $50.4 $1,897 - $3,024	60 Added 1.08%	5,616 $271,000
Q1 2020 May 07, 2020	SELL	$27.81 - $57.51 $4,672 - $9,661	-168 Reduced 2.94%	5,556 $189 Million
Q4 2019 Feb 07, 2020	SELL	$39.82 - $51.12 $1,831 - $2,351	-46 Reduced 0.8%	5,724 $293 Million
Q3 2019 Nov 12, 2019	BUY	$39.1 - $45.74 $225,607 - $263,919	5,770 New	5,770 $246 Million

Others Institutions Holding MS

# of Institutions

2,124

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 $221B
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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