Independent Advisor Alliance Morgan Stanley Transaction History

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024

A detailed history of Independent Advisor Alliance transactions in Morgan Stanley stock. As of the latest transaction made, Independent Advisor Alliance holds 43,286 shares of MS stock, worth $5.96 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
43,286
Previous 36,217 19.52%
Holding current value
$5.96 Million
Previous $3.78 Million 44.13%
% of portfolio
0.08%
Previous 0.14%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$104.42 - $134.99 $738,144 - $954,244
7,069 Added 19.52%
43,286 $5.44 Million
Q3 2024

Nov 12, 2024
SELL
$92.07 - $106.96 $81,942 - $95,194
-890 Reduced 2.4%
36,217 $3.78 Million
Q2 2024

Aug 12, 2024
BUY
$86.19 - $101.53 $26,115 - $30,763
303 Added 0.82%
37,107 $3.61 Million
Q1 2024

May 08, 2024
SELL
$83.9 - $94.16 $18,625 - $20,903
-222 Reduced 0.6%
36,804 $3.47 Million
Q4 2023

Feb 08, 2024
SELL
$70.4 - $93.66 $98,700 - $131,311
-1,402 Reduced 3.65%
37,026 $3.45 Million
Q3 2023

Oct 24, 2023
SELL
$81.65 - $94.67 $148,847 - $172,583
-1,823 Reduced 4.53%
38,428 $3.14 Million
Q2 2023

Jul 28, 2023
BUY
$81.22 - $91.12 $468,070 - $525,124
5,763 Added 16.71%
40,251 $3.44 Million
Q1 2023

May 12, 2023
SELL
$83.95 - $100.83 $425,962 - $511,611
-5,074 Reduced 12.83%
34,488 $3.03 Million
Q4 2022

Feb 13, 2023
BUY
$75.3 - $93.04 $123,190 - $152,213
1,636 Added 4.31%
39,562 $3.36 Million
Q3 2022

Nov 04, 2022
BUY
$21.84 - $90.15 $140,212 - $578,763
6,420 Added 20.38%
37,926 $3 Million
Q2 2022

Aug 04, 2022
SELL
$72.9 - $90.61 $45,999 - $57,174
-631 Reduced 1.96%
31,506 $2.4 Million
Q1 2022

May 06, 2022
BUY
$83.31 - $108.73 $472,201 - $616,281
5,668 Added 21.41%
32,137 $2.81 Million
Q4 2021

Feb 11, 2022
BUY
$94.82 - $104.66 $123,360 - $136,162
1,301 Added 5.17%
26,469 $2.6 Million
Q3 2021

Nov 01, 2021
BUY
$87.64 - $105.45 $396,395 - $476,950
4,523 Added 21.91%
25,168 $2.45 Million
Q2 2021

Aug 12, 2021
BUY
$77.29 - $93.96 $230,478 - $280,188
2,982 Added 16.88%
20,645 $1.89 Million
Q1 2021

May 14, 2021
SELL
$67.05 - $84.34 $15,488 - $19,482
-231 Reduced 1.29%
17,663 $1.37 Million
Q4 2020

Feb 11, 2021
BUY
$47.26 - $68.53 $119,426 - $173,175
2,527 Added 16.44%
17,894 $1.23 Million
Q3 2020

Nov 04, 2020
BUY
$46.42 - $53.25 $69,165 - $79,342
1,490 Added 10.74%
15,367 $743,000
Q2 2020

Aug 06, 2020
SELL
$31.62 - $50.4 $336,025 - $535,600
-10,627 Reduced 43.37%
13,877 $670,000
Q1 2020

May 14, 2020
SELL
$27.81 - $57.51 $104,815 - $216,755
-3,769 Reduced 13.33%
24,504 $833,000
Q4 2019

Feb 07, 2020
SELL
$39.82 - $51.12 $60,566 - $77,753
-1,521 Reduced 5.11%
28,273 $1.45 Million
Q3 2019

Nov 12, 2019
BUY
$39.1 - $45.74 $45,316 - $53,012
1,159 Added 4.05%
29,794 $1.27 Million
Q2 2019

Aug 12, 2019
BUY
$40.69 - $48.46 $67,219 - $80,055
1,652 Added 6.12%
28,635 $1.26 Million
Q1 2019

May 07, 2019
BUY
$39.68 - $44.49 $225,223 - $252,525
5,676 Added 26.64%
26,983 $1.14 Million
Q4 2018

Feb 12, 2019
SELL
$37.01 - $47.27 $1.23 Million - $1.57 Million
-33,234 Reduced 60.93%
21,307 $845,000
Q3 2018

Nov 13, 2018
BUY
$46.57 - $51.05 $298,420 - $327,128
6,408 Added 13.31%
54,541 $2.01 Million
Q2 2018

Aug 08, 2018
BUY
$47.19 - $55.22 $1.65 Million - $1.94 Million
35,046 Added 267.79%
48,133 $1.75 Million
Q1 2018

May 15, 2018
BUY
$51.79 - $58.91 $240,460 - $273,519
4,643 Added 54.99%
13,087 $684,000
Q4 2017

Feb 14, 2018
BUY
$48.1 - $53.85 $115,680 - $129,509
2,405 Added 39.82%
8,444 $447,000
Q3 2017

Nov 15, 2017
BUY
$44.01 - $48.31 $18,572 - $20,386
422 Added 7.51%
6,039 $298,000
Q2 2017

Aug 14, 2017
BUY
N/A
5,617
5,617 $258,000

Others Institutions Holding MS

# of Institutions
2,285
Shares Held
1.31B
Call Options Held
25.7M
Put Options Held
29.4M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $233B
  • 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...
More about MS
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