Foundations Investment Advisors, LLC Morgan Stanley Transaction History

Foundations Investment Advisors, LLC

$4.46 Billion
Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 61,380 shares of MS stock, worth $8.06 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

61,380

Previous 52,770 16.32%

Holding current value

$8.06 Million

Previous $5.13 Million 24.77%

% of portfolio

0.14%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$92.07 - $106.96 $792,722 - $920,925	8,610 Added 16.32%	61,380 $6.4 Million
Q2 2024 Aug 02, 2024	SELL	$86.19 - $101.53 $332,779 - $392,007	-3,861 Reduced 6.82%	52,770 $5.13 Million
Q1 2024 May 13, 2024	SELL	$83.9 - $94.16 $230,892 - $259,128	-2,752 Reduced 4.63%	56,631 $5.33 Million
Q4 2023 Feb 08, 2024	BUY	$70.4 - $93.66 $67,091 - $89,257	953 Added 1.63%	59,383 $5.54 Million
Q3 2023 Oct 05, 2023	BUY	$81.65 - $94.67 $288,877 - $334,942	3,538 Added 6.45%	58,430 $4.77 Million
Q2 2023 Jul 19, 2023	BUY	$81.22 - $91.12 $885,704 - $993,663	10,905 Added 24.79%	54,892 $4.69 Million
Q1 2023 Apr 25, 2023	BUY	$83.95 - $100.83 $547,773 - $657,915	6,525 Added 17.42%	43,987 $3.86 Million
Q4 2022 Jan 11, 2023	BUY	$75.3 - $93.04 $1.58 Million - $1.96 Million	21,047 Added 128.22%	37,462 $0
Q3 2022 Oct 19, 2022	BUY	$21.84 - $90.15 $102,233 - $421,992	4,681 Added 39.89%	16,415 $1.3 Million
Q2 2022 Jul 08, 2022	BUY	$72.9 - $90.61 $599,821 - $745,539	8,228 Added 234.68%	11,734 $885,000
Q1 2022 Apr 19, 2022	BUY	$83.31 - $108.73 $9,913 - $12,938	119 Added 3.51%	3,506 $297,000
Q3 2021 Oct 13, 2021	SELL	$87.64 - $105.45 $163,273 - $196,453	-1,863 Reduced 35.49%	3,387 $336,000
Q2 2021 Jul 14, 2021	BUY	$77.29 - $93.96 $157,671 - $191,678	2,040 Added 63.55%	5,250 $474,000
Q1 2021 Apr 09, 2021	BUY	$67.05 - $84.34 $4,090 - $5,144	61 Added 1.94%	3,210 $254,000
Q4 2020 Jan 13, 2021	BUY	$47.26 - $68.53 $148,821 - $215,800	3,149 New	3,149 $237,000

Others Institutions Holding MS

# of Institutions

2,123

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 $222B
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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Foundations Investment Advisors, LLC Morgan Stanley Transaction History