Heritage Wealth Advisors Morgan Stanley Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Morgan Stanley stock. As of the latest transaction made, Heritage Wealth Advisors holds 5,417 shares of MS stock, worth $712,931. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,417

Previous 5,779 6.26%

Holding current value

$712,931

Previous $561,000 0.53%

% of portfolio

0.03%

Previous 0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$92.07 - $106.96 $33,329 - $38,719	-362 Reduced 6.26%	5,417 $564,000
Q2 2024 Aug 05, 2024	BUY	$86.19 - $101.53 $517 - $609	6 Added 0.1%	5,779 $561,000
Q1 2024 May 08, 2024	SELL	$83.9 - $94.16 $7,383 - $8,286	-88 Reduced 1.5%	5,773 $543,000
Q4 2023 Feb 09, 2024	BUY	$70.4 - $93.66 $7,180 - $9,553	102 Added 1.77%	5,861 $546,000
Q3 2023 Nov 08, 2023	BUY	$81.65 - $94.67 $571 - $662	7 Added 0.12%	5,759 $470,000
Q2 2023 Aug 09, 2023	BUY	$81.22 - $91.12 $487 - $546	6 Added 0.1%	5,752 $491,000
Q1 2023 May 04, 2023	SELL	$83.95 - $100.83 $16,370 - $19,661	-195 Reduced 3.28%	5,746 $504,000
Q4 2022 Feb 06, 2023	SELL	$75.3 - $93.04 $25,752 - $31,819	-342 Reduced 5.44%	5,941 $505,000
Q3 2022 Nov 10, 2022	SELL	$21.84 - $90.15 $39,443 - $162,810	-1,806 Reduced 22.33%	6,283 $496,000
Q2 2022 Aug 04, 2022	BUY	$72.9 - $90.61 $326,300 - $405,570	4,476 Added 123.89%	8,089 $615,000
Q1 2022 May 11, 2022	BUY	$83.31 - $108.73 $8,664 - $11,307	104 Added 2.96%	3,613 $316,000
Q4 2021 Feb 02, 2022	BUY	$94.82 - $104.66 $474 - $523	5 Added 0.14%	3,509 $344,000
Q3 2021 Nov 02, 2021	BUY	$87.64 - $105.45 $350 - $421	4 Added 0.11%	3,504 $340,000
Q2 2021 Aug 09, 2021	SELL	$77.29 - $93.96 $6,260 - $7,610	-81 Reduced 2.26%	3,500 $320,000
Q2 2021 Jul 27, 2021	SELL	$77.29 - $93.96 $32,152 - $39,087	-416 Reduced 10.41%	3,581 $245,000
Q1 2021 Apr 27, 2021	BUY	$67.05 - $84.34 $27,892 - $35,085	416 Added 11.62%	3,997 $310,000
Q4 2020 Feb 01, 2021	BUY	$47.26 - $68.53 $2,126 - $3,083	45 Added 1.27%	3,581 $245,000
Q3 2020 Nov 03, 2020	BUY	$46.42 - $53.25 $2,506 - $2,875	54 Added 1.55%	3,536 $170,000
Q2 2020 Jul 17, 2020	SELL	$31.62 - $50.4 $917,391 - $1.46 Million	-29,013 Reduced 89.28%	3,482 $168,000
Q2 2020 Jul 17, 2020	BUY	$31.62 - $50.4 $923,904 - $1.47 Million	29,219 Added 891.91%	32,495 $168,000
Q1 2020 May 05, 2020	SELL	$27.81 - $57.51 $24,389 - $50,436	-877 Reduced 21.12%	3,276 $111,000
Q4 2019 Feb 04, 2020	BUY	$39.82 - $51.12 $1,393 - $1,789	35 Added 0.85%	4,153 $212,000
Q3 2019 Oct 30, 2019	SELL	$39.1 - $45.74 $391 - $457	-10 Reduced 0.24%	4,118 $175,000
Q2 2019 Aug 05, 2019	BUY	$40.69 - $48.46 $162 - $193	4 Added 0.1%	4,128 $0
Q1 2019 May 06, 2019	BUY	$39.68 - $44.49 $43,806 - $49,116	1,104 Added 36.56%	4,124 $0
Q4 2018 Jan 28, 2019	BUY	$37.01 - $47.27 $148 - $189	4 Added 0.13%	3,020 $119,000
Q3 2018 Nov 14, 2018	BUY	$46.57 - $51.05 $140,455 - $153,966	3,016 New	3,016 $140,000

Others Institutions Holding MS

# of Institutions

2,123

Shares Held

1.31B

Call Options Held

26.3M

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 $223B
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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Heritage Wealth Advisors Morgan Stanley Transaction History