Highland Private Wealth Management Morgan Stanley Transaction History

Highland Private Wealth Management

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 17, 2022	SELL	$21.84 - $90.15 $5,874 - $24,250	-269 Reduced 6.71%	3,738 $296,000
Q2 2022 Jul 14, 2022	SELL	$72.9 - $90.61 $29,670 - $36,878	-407 Reduced 9.22%	4,007 $305,000
Q1 2022 Apr 28, 2022	SELL	$83.31 - $108.73 $64,315 - $83,939	-772 Reduced 14.89%	4,414 $386,000
Q4 2021 Jan 24, 2022	SELL	$94.82 - $104.66 $6,258 - $6,907	-66 Reduced 1.26%	5,186 $509,000
Q3 2021 Oct 21, 2021	SELL	$87.64 - $105.45 $67,658 - $81,407	-772 Reduced 12.82%	5,252 $511,000
Q2 2021 Aug 03, 2021	SELL	$77.29 - $93.96 $1,932 - $2,349	-25 Reduced 0.41%	6,024 $552,000
Q1 2021 Apr 12, 2021	SELL	$67.05 - $84.34 $1,475 - $1,855	-22 Reduced 0.36%	6,049 $470,000
Q4 2020 Feb 08, 2021	BUY	$47.26 - $68.53 $18,384 - $26,658	389 Added 6.85%	6,071 $416,000
Q3 2020 Oct 08, 2020	BUY	$46.42 - $53.25 $3,899 - $4,473	84 Added 1.5%	5,682 $275,000
Q2 2020 Jul 21, 2020	BUY	$31.62 - $50.4 $177,008 - $282,139	5,598 New	5,598 $270,000
Q2 2018 Aug 07, 2018	SELL	$47.19 - $55.22 $407,202 - $476,493	-8,629 Closed	0 $0
Q1 2018 May 01, 2018	BUY	$51.79 - $58.91 $446,895 - $508,334	8,629 New	8,629 $466,000

2,089

1.33B

26.6M

27.2M

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...

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