Global Wealth Management Investment Advisory, Inc. Morgan Stanley Transaction History

Global Wealth Management Investment Advisory, Inc.

$482 Million
Q4 2024

A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 41,263 shares of MS stock, worth $5.71 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

41,263

Previous 42,536 2.99%

Holding current value

$5.71 Million

Previous $4.43 Million 17.01%

% of portfolio

1.08%

Previous 0.96%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$104.42 - $134.99 $132,926 - $171,842	-1,273 Reduced 2.99%	41,263 $5.19 Million
Q3 2024 Oct 30, 2024	SELL	$92.07 - $106.96 $193,254 - $224,509	-2,099 Reduced 4.7%	42,536 $4.43 Million
Q2 2024 Aug 05, 2024	BUY	$86.19 - $101.53 $86,620 - $102,037	1,005 Added 2.3%	44,635 $4.34 Million
Q1 2024 May 10, 2024	BUY	$83.9 - $94.16 $12,165 - $13,653	145 Added 0.33%	43,630 $4.11 Million
Q4 2023 Feb 05, 2024	BUY	$70.4 - $93.66 $372,275 - $495,274	5,288 Added 13.84%	43,485 $4.05 Million
Q3 2023 Nov 06, 2023	BUY	$81.65 - $94.67 $17,473 - $20,259	214 Added 0.56%	38,197 $3.12 Million
Q2 2023 Aug 10, 2023	BUY	$81.22 - $91.12 $63,595 - $71,346	783 Added 2.1%	37,983 $3.24 Million
Q1 2023 May 08, 2023	BUY	$83.95 - $100.83 $46,004 - $55,254	548 Added 1.5%	37,200 $3.27 Million
Q4 2022 Feb 07, 2023	BUY	$75.3 - $93.04 $762,638 - $942,309	10,128 Added 38.18%	36,652 $3.12 Million
Q3 2022 Nov 09, 2022	SELL	$21.84 - $90.15 $2,162 - $8,924	-99 Reduced 0.37%	26,524 $2.1 Million
Q3 2022 Oct 19, 2022	BUY	$21.84 - $90.15 $18,695 - $77,168	856 Added 3.32%	26,623 $2.1 Million
Q2 2022 Aug 15, 2022	BUY	$72.9 - $90.61 $396,940 - $493,371	5,445 Added 26.79%	25,767 $1.96 Million
Q1 2022 May 17, 2022	BUY	$83.31 - $108.73 $1.69 Million - $2.21 Million	20,302 Added 101510.0%	20,322 $1.78 Million
Q4 2021 Feb 15, 2022	SELL	$94.82 - $104.66 $474 - $523	-5 Reduced 20.0%	20 $2,000
Q2 2021 Aug 11, 2021	BUY	$77.29 - $93.96 $1,932 - $2,349	25 New	25 $2,000
Q2 2020 Aug 12, 2020	SELL	$31.62 - $50.4 $10,276 - $16,380	-325 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$27.81 - $57.51 $695 - $1,437	25 Added 8.33%	325 $11,000
Q4 2019 Feb 14, 2020	SELL	$39.82 - $51.12 $1,632 - $2,095	-41 Reduced 12.02%	300 $15,000
Q2 2019 Aug 20, 2019	SELL	$40.69 - $48.46 $691 - $823	-17 Reduced 4.75%	341 $15,000
Q1 2019 May 10, 2019	SELL	$39.68 - $44.49 $6,110 - $6,851	-154 Reduced 30.08%	358 $15,000
Q4 2018 Feb 14, 2019	BUY	$37.01 - $47.27 $18,949 - $24,202	512 New	512 $20,000

Others Institutions Holding MS

# of Institutions

2,201

Shares Held

1.31B

Call Options Held

26.2M

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 $235B
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 Wealth Management Investment Advisory, Inc. Morgan Stanley Transaction History