Global Retirement Partners, LLC Morgan Stanley Transaction History

Global Retirement Partners, LLC

$2.65 Billion
Q1 2024

A detailed history of Global Retirement Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Global Retirement Partners, LLC holds 10,884 shares of MS stock, worth $1.08 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,884

Previous 10,082 7.95%

Holding current value

$1.08 Million

Previous $940,000 8.94%

% of portfolio

0.04%

Previous 0.04%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$83.9 - $94.16 $67,287 - $75,516	802 Added 7.95%	10,884 $1.02 Million
Q4 2023 Jan 18, 2024	BUY	$70.4 - $93.66 $146,080 - $194,344	2,075 Added 25.91%	10,082 $940,000
Q3 2023 Oct 13, 2023	SELL	$81.65 - $94.67 $29,883 - $34,649	-366 Reduced 4.37%	8,007 $653,000
Q2 2023 Jul 20, 2023	SELL	$81.22 - $91.12 $113,301 - $127,112	-1,395 Reduced 14.28%	8,373 $715,000
Q1 2023 May 05, 2023	BUY	$83.95 - $100.83 $451,483 - $542,263	5,378 Added 122.51%	9,768 $857,000

Q4 2022 Feb 13, 2023	BUY	$75.3 - $93.04 $49,020 - $60,569	651 Added 17.41%	4,390 $373,000
Q3 2022 Nov 03, 2022	SELL	$21.84 - $90.15 $3,276 - $13,522	-150 Reduced 3.86%	3,739 $307,000
Q2 2022 Jul 15, 2022	SELL	$72.9 - $90.61 $2,478 - $3,080	-34 Reduced 0.87%	3,889 $296,000
Q1 2022 Jul 14, 2022	BUY	$83.31 - $108.73 $326,825 - $426,547	3,923 New	3,923 $322,000
Q4 2021 Jan 21, 2022	SELL	$94.82 - $104.66 $155,504 - $171,642	-1,640 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$87.64 - $105.45 $22,786 - $27,417	260 Added 18.84%	1,640 $160,000
Q2 2021 Jul 15, 2021	BUY	$77.29 - $93.96 $23,109 - $28,094	299 Added 27.66%	1,380 $127,000
Q1 2021 Apr 14, 2021	BUY	$67.05 - $84.34 $7,375 - $9,277	110 Added 11.33%	1,081 $84,000
Q4 2020 Jan 13, 2021	BUY	$47.26 - $68.53 $4,726 - $6,853	100 Added 11.48%	971 $67,000
Q2 2020 Jul 13, 2020	BUY	$31.62 - $50.4 $17,802 - $28,375	563 Added 182.79%	871 $42,000
Q4 2019 Jan 23, 2020	SELL	$39.82 - $51.12 $5,574 - $7,156	-140 Reduced 31.25%	308 $16,000
Q3 2019 Nov 19, 2019	BUY	$39.1 - $45.74 $2,189 - $2,561	56 Added 14.29%	448 $19,000
Q1 2019 May 07, 2019	BUY	$39.68 - $44.49 $2,063 - $2,313	52 Added 15.29%	392 $17,000
Q4 2018 Feb 22, 2019	SELL	$37.01 - $47.27 $10,917 - $13,944	-295 Reduced 46.46%	340 $13,000
Q3 2018 Oct 17, 2018	BUY	$46.57 - $51.05 $9,314 - $10,210	200 Added 45.98%	635 $30,000
Q2 2018 Aug 13, 2018	SELL	$47.19 - $55.22 $2,831 - $3,313	-60 Reduced 12.12%	435 $21,000
Q1 2018 Aug 10, 2018	SELL	$51.79 - $58.91 $50,598 - $57,555	-977 Reduced 66.37%	495 $27,000
Q4 2017 Aug 13, 2018	BUY	$48.1 - $53.85 $44,829 - $50,188	932 Added 172.59%	1,472 $77,000
Q3 2017 Aug 10, 2018	BUY	$44.01 - $48.31 $17,604 - $19,324	400 Added 285.71%	540 $26,000
Q2 2017 Aug 10, 2018	SELL	N/A	-276 Reduced 66.35%	140 $6,000
Q1 2017 Aug 10, 2018	BUY	N/A	416	416 $18,000

Others Institutions Holding MS

# of Institutions

2,007

Shares Held

1.32B

Call Options Held

32.2M

Put Options Held

31.9M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $169B
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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Global Retirement Partners, LLC Morgan Stanley Transaction History