Independent Solutions Wealth Management, LLC Morgan Stanley Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 19, 2024	SELL	$81.65 - $94.67 $24,413 - $28,306	-299 Reduced 9.18%	2,959 $242 Million
Q1 2023 Dec 19, 2024	SELL	$83.95 - $100.83 $6,883 - $8,268	-82 Reduced 2.46%	3,258 $286 Million
Q2 2022 Dec 19, 2024	SELL	$72.9 - $90.61 $112,922 - $140,354	-1,549 Reduced 31.68%	3,340 $254 Million
Q1 2022 Dec 19, 2024	SELL	$83.31 - $108.73 $12,413 - $16,200	-149 Reduced 2.96%	4,889 $427 Million
Q3 2021 Dec 19, 2024	BUY	$87.64 - $105.45 $76,159 - $91,636	869 Added 20.84%	5,038 $490 Million
Q2 2021 Dec 19, 2024	BUY	$77.29 - $93.96 $77,676 - $94,429	1,005 Added 31.76%	4,169 $382 Million
Q1 2021 Dec 19, 2024	BUY	$67.05 - $84.34 $212,146 - $266,851	3,164 New	3,164 $246 Million

Others Institutions Holding MS

# of Institutions

2,127

Shares Held

1.31B

Call Options Held

26.3M

Put Options Held

29.4M

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About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $217B
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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