Gries Financial LLC Morgan Stanley Transaction History

Gries Financial LLC

$535 Million
Q1 2024

A detailed history of Gries Financial LLC transactions in Morgan Stanley stock. As of the latest transaction made, Gries Financial LLC holds 25,598 shares of MS stock, worth $2.63 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

25,598

Previous 24,444 4.72%

Holding current value

$2.63 Million

Previous $2.28 Million 5.75%

% of portfolio

0.45%

Previous 0.56%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$83.9 - $94.16 $96,820 - $108,660	1,154 Added 4.72%	25,598 $2.41 Million
Q4 2023 Feb 13, 2024	SELL	$70.4 - $93.66 $9,504 - $12,644	-135 Reduced 0.55%	24,444 $2.28 Million
Q3 2023 Nov 14, 2023	SELL	$81.65 - $94.67 $222,986 - $258,543	-2,731 Reduced 10.0%	24,579 $2.01 Million
Q2 2023 Aug 14, 2023	SELL	$81.22 - $91.12 $12,264 - $13,759	-151 Reduced 0.55%	27,310 $2.33 Million
Q1 2023 Jun 21, 2023	SELL	$83.95 - $100.83 $245,805 - $295,230	-2,928 Reduced 9.64%	27,461 $2.41 Million

Q4 2022 Jan 10, 2023	BUY	$75.3 - $93.04 $735,906 - $909,279	9,773 Added 47.4%	30,389 $2.58 Million
Q3 2022 Oct 31, 2022	BUY	$21.84 - $90.15 $68,817 - $284,062	3,151 Added 18.04%	20,616 $1.63 Million
Q2 2022 Aug 16, 2022	BUY	$72.9 - $90.61 $436,889 - $543,025	5,993 Added 52.24%	17,465 $1.33 Million
Q1 2022 Apr 29, 2022	BUY	$83.31 - $108.73 $297,833 - $388,709	3,575 Added 45.27%	11,472 $1 Million
Q4 2021 Feb 02, 2022	SELL	$94.82 - $104.66 $770,981 - $850,990	-8,131 Reduced 50.73%	7,897 $775,000
Q3 2021 Nov 12, 2021	SELL	$87.64 - $105.45 $136,718 - $164,502	-1,560 Reduced 8.87%	16,028 $1.56 Million
Q2 2021 Aug 09, 2021	SELL	$77.29 - $93.96 $655,882 - $797,344	-8,486 Reduced 32.55%	17,588 $1.69 Million
Q1 2021 May 17, 2021	BUY	$67.05 - $84.34 $1.75 Million - $2.2 Million	26,074 New	26,074 $2.21 Million

Others Institutions Holding MS

# of Institutions

2,009

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 $174B
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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Gries Financial LLC Morgan Stanley Transaction History