Kcs Wealth Advisory Morgan Stanley Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

A detailed history of Kcs Wealth Advisory transactions in Morgan Stanley stock. As of the latest transaction made, Kcs Wealth Advisory holds 36,033 shares of MS stock, worth $4.73 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

36,033

Previous 41,547 13.27%

Holding current value

$4.73 Million

Previous $3.55 Million 17.08%

% of portfolio

1.31%

Previous 1.29%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$81.65 - $94.67 $450,218 - $522,010	-5,514 Reduced 13.27%	36,033 $2.94 Million
Q2 2023 Jul 17, 2023	BUY	$81.22 - $91.12 $32,488 - $36,448	400 Added 0.97%	41,547 $3.55 Million
Q1 2023 Apr 17, 2023	SELL	$83.95 - $100.83 $165,297 - $198,534	-1,969 Reduced 4.57%	41,147 $3.61 Million
Q4 2022 Feb 07, 2023	BUY	$75.3 - $93.04 $56,776 - $70,152	754 Added 1.78%	43,116 $3.67 Million
Q3 2022 Oct 21, 2022	SELL	$21.84 - $90.15 $62,287 - $257,107	-2,852 Reduced 6.31%	42,362 $3.35 Million
Q2 2022 Jul 22, 2022	BUY	$72.9 - $90.61 $93,749 - $116,524	1,286 Added 2.93%	45,214 $3.44 Million
Q1 2022 Apr 13, 2022	BUY	$83.31 - $108.73 $106,136 - $138,522	1,274 Added 2.99%	43,928 $3.84 Million
Q4 2021 Jan 26, 2022	BUY	$94.82 - $104.66 $28,161 - $31,084	297 Added 0.7%	42,654 $4.19 Million
Q3 2021 Oct 20, 2021	SELL	$87.64 - $105.45 $131,810 - $158,596	-1,504 Reduced 3.43%	42,357 $4.12 Million
Q2 2021 Jul 27, 2021	BUY	$77.29 - $93.96 $48,769 - $59,288	631 Added 1.46%	43,861 $4.02 Million
Q1 2021 Apr 19, 2021	BUY	$67.05 - $84.34 $44,051 - $55,411	657 Added 1.54%	43,230 $3.36 Million
Q4 2020 Jan 28, 2021	BUY	$47.26 - $68.53 $438,572 - $635,958	9,280 Added 27.87%	42,573 $2.92 Million
Q3 2020 Oct 27, 2020	SELL	$46.42 - $53.25 $34,582 - $39,671	-745 Reduced 2.19%	33,293 $1.61 Million
Q2 2020 Jul 16, 2020	BUY	$31.62 - $50.4 $33,865 - $53,978	1,071 Added 3.25%	34,038 $1.64 Million
Q1 2020 Apr 28, 2020	SELL	$27.81 - $57.51 $144,417 - $298,649	-5,193 Reduced 13.61%	32,967 $1.12 Million
Q4 2019 Jan 15, 2020	BUY	$39.82 - $51.12 $37,550 - $48,206	943 Added 2.53%	38,160 $1.95 Million
Q3 2019 Oct 29, 2019	BUY	$39.1 - $45.74 $253,837 - $296,944	6,492 Added 21.13%	37,217 $1.59 Million
Q2 2019 Jul 29, 2019	BUY	$40.69 - $48.46 $137,491 - $163,746	3,379 Added 12.36%	30,725 $1.35 Million
Q1 2019 Apr 29, 2019	BUY	$39.68 - $44.49 $96,620 - $108,333	2,435 Added 9.77%	27,346 $1.15 Million
Q4 2018 Jan 17, 2019	BUY	$37.01 - $47.27 $121,688 - $155,423	3,288 Added 15.21%	24,911 $988,000
Q3 2018 Nov 06, 2018	BUY	$46.57 - $51.05 $224,281 - $245,856	4,816 Added 28.65%	21,623 $1.01 Million
Q2 2018 Aug 07, 2018	BUY	$47.19 - $55.22 $15,525 - $18,167	329 Added 2.0%	16,807 $797,000
Q1 2018 May 04, 2018	BUY	$51.79 - $58.91 $52,307 - $59,499	1,010 Added 6.53%	16,478 $889,000
Q4 2017 Jan 12, 2018	BUY	$48.1 - $53.85 $744,010 - $832,951	15,468	15,468 $812,000

Others Institutions Holding MS

# of Institutions

2,123

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 $222B
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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Kcs Wealth Advisory Morgan Stanley Transaction History