Ifp Advisors, Inc Morgan Stanley Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Morgan Stanley stock. As of the latest transaction made, Ifp Advisors, Inc holds 4,999 shares of MS stock, worth $673,315. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,999

Previous 4,289 16.55%

Holding current value

$673,315

Previous $403,000 20.35%

% of portfolio

0.02%

Previous 0.02%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$86.19 - $101.53 $61,194 - $72,086	710 Added 16.55%	4,999 $485,000
Q1 2024 Jul 30, 2024	SELL	$83.9 - $94.16 $229,047 - $257,056	-2,730 Reduced 38.89%	4,289 $403,000
Q4 2023 Jan 09, 2024	SELL	$70.4 - $93.66 $276,179 - $367,428	-3,923 Reduced 35.85%	7,019 $654,000
Q3 2023 Oct 12, 2023	SELL	$81.65 - $94.67 $42,784 - $49,607	-524 Reduced 4.57%	10,942 $893,000
Q2 2023 Aug 04, 2023	BUY	$81.22 - $91.12 $197,933 - $222,059	2,437 Added 26.99%	11,466 $979,000
Q1 2023 Apr 18, 2023	SELL	$83.95 - $100.83 $641,797 - $770,845	-7,645 Reduced 45.85%	9,029 $792,000
Q4 2022 Feb 07, 2023	BUY	$75.3 - $93.04 $18,975 - $23,446	252 Added 1.53%	16,674 $890,000
Q3 2022 Nov 08, 2022	BUY	$21.84 - $90.15 $95,353 - $393,594	4,366 Added 36.21%	16,422 $888,000
Q2 2022 Sep 06, 2022	BUY	$72.9 - $90.61 $875,820 - $1.09 Million	12,014 Added 28604.76%	12,056 $661,000
Q2 2022 Aug 12, 2022	SELL	$72.9 - $90.61 $875,820 - $1.09 Million	-12,014 Reduced 99.65%	42 $2,000
Q1 2022 Sep 06, 2022	BUY	$83.31 - $108.73 $354,400 - $462,537	4,254 Added 54.52%	12,056 $1.05 Million
Q1 2022 Aug 08, 2022	BUY	$83.31 - $108.73 $227,769 - $297,267	2,734 Added 53.95%	7,802 $681,000
Q4 2021 Jan 12, 2022	BUY	$94.82 - $104.66 $15,645 - $17,268	165 Added 3.37%	5,068 $498,000
Q3 2021 Oct 06, 2021	SELL	$87.64 - $105.45 $48,903 - $58,841	-558 Reduced 10.22%	4,903 $479,000
Q2 2021 Jul 13, 2021	BUY	$77.29 - $93.96 $122,504 - $148,926	1,585 Added 40.89%	5,461 $504,000
Q1 2021 Apr 30, 2021	SELL	$67.05 - $84.34 $129,138 - $162,438	-1,926 Reduced 33.2%	3,876 $300,000
Q4 2020 Jan 25, 2021	BUY	$47.26 - $68.53 $146,506 - $212,443	3,100 Added 114.73%	5,802 $397,000
Q3 2020 Oct 29, 2020	SELL	$46.42 - $53.25 $3,156 - $3,621	-68 Reduced 2.45%	2,702 $129,000
Q2 2020 Aug 05, 2020	BUY	$31.62 - $50.4 $14,260 - $22,730	451 Added 19.45%	2,770 $131,000
Q1 2020 May 12, 2020	BUY	$27.81 - $57.51 $15,378 - $31,803	553 Added 31.31%	2,319 $81,000
Q4 2019 Jan 17, 2020	SELL	$39.82 - $51.12 $88,081 - $113,077	-2,212 Reduced 55.61%	1,766 $91,000
Q3 2019 Nov 07, 2019	BUY	$39.1 - $45.74 $129,577 - $151,582	3,314 Added 499.1%	3,978 $170,000
Q1 2019 May 15, 2019	SELL	$39.68 - $44.49 $260,300 - $291,854	-6,560 Reduced 90.81%	664 $27,000
Q4 2018 Jan 23, 2019	SELL	$37.01 - $47.27 $240,453 - $307,113	-6,497 Reduced 47.35%	7,224 $286,000
Q3 2018 Oct 25, 2018	SELL	$46.57 - $51.05 $115,540 - $126,655	-2,481 Reduced 15.31%	13,721 $0
Q2 2018 Aug 07, 2018	BUY	$47.19 - $55.22 $43,556 - $50,968	923 Added 6.04%	16,202 $0
Q1 2018 Jun 03, 2019	SELL	$51.79 - $58.91 $217,621 - $247,539	-4,202 Reduced 21.57%	15,279 $802,000
Q1 2018 May 09, 2018	BUY	$51.79 - $58.91 $217,621 - $247,539	4,202 Added 27.5%	19,481 $0
Q4 2017 Jan 24, 2018	SELL	$48.1 - $53.85 $297,258 - $332,793	-6,180 Reduced 28.8%	15,279 $0
Q3 2017 Oct 30, 2017	SELL	$44.01 - $48.31 $412,681 - $453,002	-9,377 Reduced 30.41%	21,459 $1.03 Million
Q2 2017 Jun 03, 2019	BUY	N/A	3,885 Added 14.42%	30,836 $1.37 Million
Q1 2017 Jun 03, 2019	BUY	N/A	11,688 Added 76.58%	26,951 $1.16 Million
Q4 2016 Jun 03, 2019	BUY	N/A	2,533 Added 19.9%	15,263 $645,000
Q2 2016 Jun 03, 2019	BUY	N/A	12,066 Added 1817.17%	12,730 $331,000
Q1 2016 Jun 03, 2019	BUY	N/A	664	664 $27,000

Others Institutions Holding MS

# of Institutions

2,122

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 $228B
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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