Kcm Investment Advisors LLC Morgan Stanley Transaction History

Kcm Investment Advisors LLC

  • $2.68 Billion
  • Q1 2024

A detailed history of Kcm Investment Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 27,656 shares of MS stock, worth $2.75 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
27,656
Previous 28,955 4.49%
Holding current value
$2.75 Million
Previous $2.7 Million 3.56%
% of portfolio
0.1%
Previous 0.11%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$83.9 - $94.16 $108,986 - $122,313
-1,299 Reduced 4.49%
27,656 $2.6 Million
Q4 2023

Feb 13, 2024
SELL
$70.4 - $93.66 $127,916 - $170,180
-1,817 Reduced 5.9%
28,955 $2.7 Million
Q3 2023

Nov 08, 2023
SELL
$81.65 - $94.67 $83,527 - $96,847
-1,023 Reduced 3.22%
30,772 $2.51 Million
Q2 2023

Aug 09, 2023
SELL
$81.22 - $91.12 $132,469 - $148,616
-1,631 Reduced 4.88%
31,795 $2.72 Million
Q1 2023

May 09, 2023
SELL
$83.95 - $100.83 $137,258 - $164,857
-1,635 Reduced 4.66%
33,426 $2.93 Million
Q4 2022

Jan 31, 2023
BUY
$75.3 - $93.04 $72,890 - $90,062
968 Added 2.84%
35,061 $2.98 Million
Q3 2022

Nov 10, 2022
SELL
$21.84 - $90.15 $12,426 - $51,295
-569 Reduced 1.64%
34,093 $2.69 Million
Q2 2022

Aug 15, 2022
SELL
$72.9 - $90.61 $88,427 - $109,909
-1,213 Reduced 3.38%
34,662 $2.64 Million
Q1 2022

May 13, 2022
SELL
$83.31 - $108.73 $107,303 - $140,044
-1,288 Reduced 3.47%
35,875 $3.14 Million
Q4 2021

Feb 14, 2022
BUY
$94.82 - $104.66 $134,359 - $148,303
1,417 Added 3.96%
37,163 $3.65 Million
Q3 2021

Nov 12, 2021
SELL
$87.64 - $105.45 $53,548 - $64,429
-611 Reduced 1.68%
35,746 $3.48 Million
Q2 2021

Aug 12, 2021
SELL
$77.29 - $93.96 $117,944 - $143,382
-1,526 Reduced 4.03%
36,357 $3.33 Million
Q1 2021

May 13, 2021
BUY
$67.05 - $84.34 $146,504 - $184,282
2,185 Added 6.12%
37,883 $2.94 Million
Q4 2020

Feb 19, 2021
SELL
$47.26 - $68.53 $11,247 - $16,310
-238 Reduced 0.66%
35,698 $2.45 Million
Q3 2020

Nov 16, 2020
SELL
$46.42 - $53.25 $49,158 - $56,391
-1,059 Reduced 2.86%
35,936 $1.74 Million
Q2 2020

Aug 14, 2020
SELL
$31.62 - $50.4 $109,089 - $173,880
-3,450 Reduced 8.53%
36,995 $1.79 Million
Q1 2020

Apr 27, 2020
SELL
$27.81 - $57.51 $227,986 - $471,466
-8,198 Reduced 16.85%
40,445 $1.38 Million
Q4 2019

Feb 18, 2020
SELL
$39.82 - $51.12 $25,325 - $32,512
-636 Reduced 1.29%
48,643 $2.49 Million
Q3 2019

Nov 15, 2019
SELL
$39.1 - $45.74 $92,784 - $108,541
-2,373 Reduced 4.59%
49,279 $2.1 Million
Q2 2019

Aug 14, 2019
SELL
$40.69 - $48.46 $56,111 - $66,826
-1,379 Reduced 2.6%
51,652 $2.26 Million
Q1 2019

May 16, 2019
BUY
$39.68 - $44.49 $205,185 - $230,057
5,171 Added 10.8%
53,031 $2.24 Million
Q4 2018

Feb 12, 2019
SELL
$37.01 - $47.27 $56,366 - $71,992
-1,523 Reduced 3.08%
47,860 $1.9 Million
Q3 2018

Nov 07, 2018
SELL
$46.57 - $51.05 $397,335 - $435,558
-8,532 Reduced 14.73%
49,383 $0
Q2 2018

Aug 10, 2018
SELL
$47.19 - $55.22 $130,952 - $153,235
-2,775 Reduced 4.57%
57,915 $2.75 Million
Q1 2018

May 09, 2018
SELL
$51.79 - $58.91 $53,965 - $61,384
-1,042 Reduced 1.69%
60,690 $3.28 Million
Q4 2017

Feb 22, 2018
SELL
$48.1 - $53.85 $404,809 - $453,201
-8,416 Reduced 12.0%
61,732 $3.24 Million
Q3 2017

Nov 13, 2017
BUY
$44.01 - $48.31 $3.09 Million - $3.39 Million
70,148
70,148 $3.38 Million

Others Institutions Holding MS

# of Institutions
2,007
Shares Held
1.32B
Call Options Held
32.2M
Put Options Held
31.9M
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 $169B
  • 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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