Geller Advisors LLC Morgan Stanley Transaction History

Geller Advisors LLC

$1.44 Billion
Q3 2024

A detailed history of Geller Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Geller Advisors LLC holds 55,488 shares of MS stock, worth $6.69 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

55,488

Previous 56,352 1.53%

Holding current value

$6.69 Million

Previous $5.48 Million 5.62%

% of portfolio

0.4%

Previous 0.41%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	SELL	$92.07 - $106.96 $79,548 - $92,413	-864 Reduced 1.53%	55,488 $5.78 Million
Q2 2024 Aug 13, 2024	SELL	$86.19 - $101.53 $8,101 - $9,543	-94 Reduced 0.17%	56,352 $5.48 Million
Q1 2024 May 14, 2024	BUY	$83.9 - $94.16 $13,675 - $15,348	163 Added 0.29%	56,446 $5.31 Million
Q4 2023 Feb 14, 2024	BUY	$70.4 - $93.66 $2,675 - $3,559	38 Added 0.07%	56,283 $5.25 Million
Q3 2023 Nov 13, 2023	SELL	$81.65 - $94.67 $56,093 - $65,038	-687 Reduced 1.21%	56,245 $4.59 Million
Q2 2023 Aug 09, 2023	BUY	$81.22 - $91.12 $4.19 Million - $4.7 Million	51,578 Added 963.35%	56,932 $4.86 Million
Q1 2023 May 12, 2023	SELL	$83.95 - $100.83 $75,303 - $90,444	-897 Reduced 14.35%	5,354 $470,000
Q4 2022 Feb 14, 2023	BUY	$75.3 - $93.04 $6,400 - $7,908	85 Added 1.38%	6,251 $531,000
Q3 2022 Nov 10, 2022	BUY	$21.84 - $90.15 $29,964 - $123,685	1,372 Added 28.62%	6,166 $487,000
Q2 2022 Aug 10, 2022	SELL	$72.9 - $90.61 $13,851 - $17,215	-190 Reduced 3.81%	4,794 $365,000
Q1 2022 May 13, 2022	BUY	$83.31 - $108.73 $13,829 - $18,049	166 Added 3.45%	4,984 $436,000
Q3 2021 Nov 15, 2021	SELL	$87.64 - $105.45 $7,449 - $8,963	-85 Reduced 1.73%	4,818 $469,000
Q2 2021 Aug 09, 2021	SELL	$77.29 - $93.96 $1,082 - $1,315	-14 Reduced 0.28%	4,903 $450,000
Q1 2021 May 10, 2021	BUY	$67.05 - $84.34 $163,333 - $205,452	2,436 Added 98.19%	4,917 $382,000
Q4 2020 Feb 16, 2021	BUY	$47.26 - $68.53 $117,252 - $170,022	2,481 New	2,481 $310,000

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 $204B
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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Geller Advisors LLC Morgan Stanley Transaction History