Founders Capital Management Morgan Stanley Transaction History

Founders Capital Management

$164 Million
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$83.9 - $94.16 $755 - $847	9 Added 0.94%	962 $90,000
Q4 2023 Jan 08, 2024	BUY	$70.4 - $93.66 $633 - $842	9 Added 0.95%	953 $88,000
Q3 2023 Oct 10, 2023	BUY	$81.65 - $94.67 $6,042 - $7,005	74 Added 8.51%	944 $77,000
Q2 2023 Jul 07, 2023	SELL	$81.22 - $91.12 $18,599 - $20,866	-229 Reduced 20.84%	870 $74,000
Q1 2023 Apr 12, 2023	BUY	$83.95 - $100.83 $503 - $604	6 Added 0.55%	1,099 $97,000
Q4 2022 Jan 09, 2023	BUY	$75.3 - $93.04 $602 - $744	8 Added 0.74%	1,093 $93,000
Q3 2022 Oct 06, 2022	BUY	$21.84 - $90.15 $152 - $631	7 Added 0.65%	1,085 $85,000
Q2 2022 Jul 20, 2022	BUY	$72.9 - $90.61 $947 - $1,177	13 Added 1.22%	1,078 $82,000
Q4 2021 Jan 21, 2022	BUY	$94.82 - $104.66 $474 - $523	5 Added 0.47%	1,065 $105,000
Q3 2021 Oct 12, 2021	BUY	$87.64 - $105.45 $9,289 - $11,177	106 Added 11.11%	1,060 $103,000
Q2 2021 Jul 15, 2021	BUY	$77.29 - $93.96 $231 - $281	3 Added 0.32%	954 $87,000
Q1 2021 Jun 07, 2021	BUY	$67.05 - $84.34 $201 - $253	3 Added 0.32%	951 $6,000
Q4 2020 Jan 12, 2021	BUY	$47.26 - $68.53 $708 - $1,027	15 Added 1.61%	948 $65,000
Q1 2020 Apr 22, 2020	BUY	$27.81 - $57.51 $139 - $287	5 Added 0.54%	933 $32,000
Q4 2019 Jan 24, 2020	SELL	$39.82 - $51.12 $19,710 - $25,304	-495 Reduced 34.79%	928 $47,000
Q3 2019 Oct 10, 2019	SELL	$39.1 - $45.74 $14,740 - $17,243	-377 Reduced 20.94%	1,423 $61,000
Q2 2019 Jul 11, 2019	BUY	$40.69 - $48.46 $284 - $339	7 Added 0.39%	1,800 $79,000
Q1 2019 Apr 17, 2019	BUY	$39.68 - $44.49 $15,276 - $17,128	385 Added 27.34%	1,793 $76,000
Q4 2018 Jan 14, 2019	BUY	$37.01 - $47.27 $185 - $236	5 Added 0.36%	1,408 $56,000
Q3 2018 Oct 05, 2018	BUY	$46.57 - $51.05 $186 - $204	4 Added 0.29%	1,403 $65,000
Q2 2018 Jul 09, 2018	BUY	$47.19 - $55.22 $141 - $165	3 Added 0.21%	1,399 $66,000
Q1 2018 Apr 09, 2018	BUY	$51.79 - $58.91 $2,693 - $3,063	52 Added 3.87%	1,396 $75,000
Q4 2017 Jan 22, 2018	BUY	$48.1 - $53.85 $192 - $215	4 Added 0.3%	1,344 $70,000
Q3 2017 Oct 17, 2017	BUY	$44.01 - $48.31 $58,973 - $64,735	1,340	1,340 $65,000

Others Institutions Holding MS

# of Institutions

2,123

Shares Held

1.31B

Call Options Held

26.3M

Put Options Held

29.4M

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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...

More about MS

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