Kaizen Financial Strategies Morgan Stanley Transaction History

Kaizen Financial Strategies

$165 Million
Q4 2024

A detailed history of Kaizen Financial Strategies transactions in Morgan Stanley stock. As of the latest transaction made, Kaizen Financial Strategies holds 2,531 shares of MS stock, worth $333,307. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,531

Previous 2,497 1.36%

Holding current value

$333,307

Previous $260,000 22.31%

% of portfolio

0.19%

Previous 0.16%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$104.42 - $134.99 $3,550 - $4,589	34 Added 1.36%	2,531 $318,000
Q3 2024 Nov 04, 2024	BUY	$92.07 - $106.96 $2,117 - $2,460	23 Added 0.93%	2,497 $260,000
Q2 2024 Aug 02, 2024	BUY	$86.19 - $101.53 $1,551 - $1,827	18 Added 0.73%	2,474 $240,000
Q1 2024 May 02, 2024	BUY	$83.9 - $94.16 $1,510 - $1,694	18 Added 0.74%	2,456 $231,000
Q4 2023 Jan 18, 2024	SELL	$70.4 - $93.66 $132,844 - $176,736	-1,887 Reduced 43.63%	2,438 $227,000
Q3 2023 Oct 31, 2023	SELL	$81.65 - $94.67 $28,005 - $32,471	-343 Reduced 7.35%	4,325 $353,000
Q2 2023 Aug 07, 2023	BUY	$81.22 - $91.12 $75,940 - $85,197	935 Added 25.05%	4,668 $398,000
Q1 2023 May 10, 2023	BUY	$83.95 - $100.83 $2,434 - $2,924	29 Added 0.78%	3,733 $327,000
Q4 2022 Jan 18, 2023	SELL	$75.3 - $93.04 $21,385 - $26,423	-284 Reduced 7.12%	3,704 $0
Q3 2022 Oct 18, 2022	BUY	$21.84 - $90.15 $720 - $2,974	33 Added 0.83%	3,988 $315,000
Q2 2022 Jul 18, 2022	BUY	$72.9 - $90.61 $9,039 - $11,235	124 Added 3.24%	3,955 $301,000
Q1 2022 May 06, 2022	BUY	$83.31 - $108.73 $10,080 - $13,156	121 Added 3.26%	3,831 $335,000
Q4 2021 Jan 26, 2022	BUY	$94.82 - $104.66 $2,370 - $2,616	25 Added 0.68%	3,710 $364,000
Q3 2021 Nov 12, 2021	SELL	$87.64 - $105.45 $86,588 - $104,184	-988 Reduced 21.14%	3,685 $359,000
Q1 2021 May 28, 2021	SELL	$67.05 - $84.34 $113,381 - $142,618	-1,691 Reduced 26.57%	4,673 $363,000
Q4 2020 Feb 03, 2021	BUY	$47.26 - $68.53 $300,762 - $436,124	6,364 New	6,364 $436,000

Others Institutions Holding MS

# of Institutions

2,373

Shares Held

1.33B

Call Options Held

22.7M

Put Options Held

30.7M

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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Kaizen Financial Strategies Morgan Stanley Transaction History