Halbert Hargrove Global Advisors, LLC Morgan Stanley Transaction History

Halbert Hargrove Global Advisors, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	SELL	$83.95 - $100.83 $30,138 - $36,197	-359 Reduced 11.6%	2,737 $240,000
Q4 2022 Jan 25, 2023	SELL	$75.3 - $93.04 $14,608 - $18,049	-194 Reduced 5.9%	3,096 $0
Q3 2022 Oct 24, 2022	SELL	$21.84 - $90.15 $393 - $1,622	-18 Reduced 0.54%	3,290 $260,000
Q2 2022 Aug 05, 2022	BUY	$72.9 - $90.61 $72 - $90	1 Added 0.03%	3,308 $251,000
Q1 2022 May 13, 2022	SELL	$83.31 - $108.73 $499 - $652	-6 Reduced 0.18%	3,307 $289,000
Q4 2021 Feb 14, 2022	BUY	$94.82 - $104.66 $4,835 - $5,337	51 Added 1.56%	3,313 $325,000
Q3 2021 Oct 29, 2021	SELL	$87.64 - $105.45 $1,314 - $1,581	-15 Reduced 0.46%	3,262 $317,000
Q2 2021 Jul 29, 2021	SELL	$77.29 - $93.96 $1,391 - $1,691	-18 Reduced 0.55%	3,277 $300,000
Q1 2021 May 06, 2021	BUY	$67.05 - $84.34 $1,273 - $1,602	19 Added 0.58%	3,295 $256,000
Q4 2020 Feb 04, 2021	BUY	$47.26 - $68.53 $154,823 - $224,504	3,276 New	3,276 $224,000
Q3 2019 Nov 12, 2019	SELL	$39.1 - $45.74 $341,577 - $399,584	-8,736 Closed	0 $0
Q2 2019 Jul 26, 2019	BUY	$40.69 - $48.46 $4,638 - $5,524	114 Added 1.32%	8,736 $383,000
Q4 2018 Feb 11, 2019	BUY	$37.01 - $47.27 $518 - $661	14 Added 0.16%	8,622 $342,000
Q3 2018 Oct 31, 2018	SELL	$46.57 - $51.05 $5,169 - $5,666	-111 Reduced 1.27%	8,608 $401,000
Q2 2018 Aug 10, 2018	SELL	$47.19 - $55.22 $1,557 - $1,822	-33 Reduced 0.38%	8,719 $413,000
Q1 2018 May 01, 2018	BUY	$51.79 - $58.91 $453,266 - $515,580	8,752 New	8,752 $472,000

2,123

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $222B
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...

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.