Gradient Investments LLC Morgan Stanley Transaction History

Gradient Investments LLC

  • $3.79 Billion
  • Q3 2024

A detailed history of Gradient Investments LLC transactions in Morgan Stanley stock. As of the latest transaction made, Gradient Investments LLC holds 331,311 shares of MS stock, worth $39.6 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
331,311
Previous 362,321 8.56%
Holding current value
$39.6 Million
Previous $35.2 Million 1.93%
% of portfolio
0.91%
Previous 1.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$92.07 - $106.96 $2.86 Million - $3.32 Million
-31,010 Reduced 8.56%
331,311 $34.5 Million
Q2 2024

Jul 18, 2024
SELL
$86.19 - $101.53 $116,442 - $137,167
-1,351 Reduced 0.37%
362,321 $35.2 Million
Q1 2024

Apr 23, 2024
BUY
$83.9 - $94.16 $1.26 Million - $1.41 Million
14,973 Added 4.29%
363,672 $34.2 Million
Q4 2023

Jan 18, 2024
BUY
$70.4 - $93.66 $1.99 Million - $2.65 Million
28,300 Added 8.83%
348,699 $32.5 Million
Q3 2023

Oct 27, 2023
BUY
$81.65 - $94.67 $682,430 - $791,251
8,358 Added 2.68%
320,399 $26.2 Million
Q2 2023

Jul 11, 2023
BUY
$81.22 - $91.12 $16.5 Million - $18.5 Million
202,573 Added 185.05%
312,041 $26.6 Million
Q1 2023

Apr 17, 2023
BUY
$83.95 - $100.83 $2 Million - $2.4 Million
23,766 Added 27.73%
109,468 $9.61 Million
Q4 2022

Jan 10, 2023
BUY
$75.3 - $93.04 $46,761 - $57,777
621 Added 0.73%
85,702 $0
Q3 2022

Oct 14, 2022
SELL
$21.84 - $90.15 $18,673 - $77,078
-855 Reduced 0.99%
85,081 $6.72 Million
Q2 2022

Jul 11, 2022
BUY
$72.9 - $90.61 $851,763 - $1.06 Million
11,684 Added 15.74%
85,936 $6.54 Million
Q1 2022

May 26, 2022
SELL
$83.31 - $108.73 $232,601 - $303,574
-2,792 Reduced 3.62%
74,252 $6.49 Million
Q4 2021

Jan 12, 2022
BUY
$94.82 - $104.66 $7.01 Million - $7.73 Million
73,882 Added 2336.56%
77,044 $7.56 Million
Q3 2021

Oct 18, 2021
BUY
$87.64 - $105.45 $33,303 - $40,071
380 Added 13.66%
3,162 $308,000
Q2 2021

Jul 12, 2021
BUY
$77.29 - $93.96 $12,366 - $15,033
160 Added 6.1%
2,782 $255,000
Q1 2021

Apr 21, 2021
SELL
$67.05 - $84.34 $5,498 - $6,915
-82 Reduced 3.03%
2,622 $204,000
Q4 2020

Jan 08, 2021
SELL
$47.26 - $68.53 $4,773 - $6,921
-101 Reduced 3.6%
2,704 $131,000
Q3 2020

Oct 06, 2020
BUY
$46.42 - $53.25 $2,460 - $2,822
53 Added 1.93%
2,805 $136,000
Q2 2020

Jul 10, 2020
BUY
$31.62 - $50.4 $316 - $504
10 Added 0.36%
2,752 $133,000
Q1 2020

Apr 07, 2020
BUY
$27.81 - $57.51 $24,278 - $50,206
873 Added 46.71%
2,742 $93,000
Q4 2019

Jan 15, 2020
SELL
$39.82 - $51.12 $49,615 - $63,695
-1,246 Reduced 40.0%
1,869 $96,000
Q3 2019

Oct 10, 2019
SELL
$39.1 - $45.74 $7.46 Million - $8.73 Million
-190,906 Reduced 98.39%
3,115 $133,000
Q2 2019

Jul 16, 2019
BUY
$40.69 - $48.46 $834,470 - $993,817
20,508 Added 11.82%
194,021 $8.5 Million
Q1 2019

Apr 11, 2019
SELL
$39.68 - $44.49 $801,496 - $898,653
-20,199 Reduced 10.43%
173,513 $7.32 Million
Q4 2018

Jan 18, 2019
BUY
$37.01 - $47.27 $247,300 - $315,858
6,682 Added 3.57%
193,712 $7.68 Million
Q3 2018

Oct 11, 2018
BUY
$46.57 - $51.05 $600,985 - $658,800
12,905 Added 7.41%
187,030 $8.71 Million
Q2 2018

Aug 09, 2018
BUY
$47.19 - $55.22 $300,553 - $351,696
6,369 Added 3.8%
174,125 $8.25 Million
Q1 2018

Apr 11, 2018
BUY
$51.79 - $58.91 $477,400 - $543,032
9,218 Added 5.81%
167,756 $9.05 Million
Q4 2017

Feb 07, 2018
BUY
$48.1 - $53.85 $7.63 Million - $8.54 Million
158,538
158,538 $8.32 Million

Others Institutions Holding MS

# of Institutions
2,089
Shares Held
1.33B
Call Options Held
26.6M
Put Options Held
27.2M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $202B
  • 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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