Kingsview Wealth Management, LLC Morgan Stanley Transaction History

Kingsview Wealth Management, LLC

  • $3.97 Billion
  • Q2 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 5,591 shares of MS stock, worth $667,789. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,591
Previous 5,574 0.3%
Holding current value
$667,789
Previous $524,000 3.63%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$86.19 - $101.53 $1,465 - $1,726
17 Added 0.3%
5,591 $543,000
Q1 2024

May 09, 2024
SELL
$83.9 - $94.16 $57,723 - $64,782
-688 Reduced 10.99%
5,574 $524,000
Q4 2023

Feb 08, 2024
SELL
$70.4 - $93.66 $36,819 - $48,984
-523 Reduced 7.71%
6,262 $583,000
Q3 2023

Nov 07, 2023
BUY
$81.65 - $94.67 $87,365 - $101,296
1,070 Added 18.72%
6,785 $554,000
Q2 2023

Aug 10, 2023
SELL
$81.22 - $91.12 $13,807 - $15,490
-170 Reduced 2.89%
5,715 $488,000
Q1 2023

May 15, 2023
BUY
$83.95 - $100.83 $53,140 - $63,825
633 Added 12.05%
5,885 $516,000
Q4 2022

Feb 13, 2023
SELL
$75.3 - $93.04 $8,810 - $10,885
-117 Reduced 2.18%
5,252 $446,000
Q3 2022

Nov 14, 2022
SELL
$21.84 - $90.15 $21,905 - $90,420
-1,003 Reduced 15.74%
5,369 $424,000
Q2 2022

Aug 16, 2022
SELL
$72.9 - $90.61 $178,386 - $221,722
-2,447 Reduced 27.75%
6,372 $485,000
Q1 2022

Feb 08, 2024
BUY
$83.31 - $108.73 $200,193 - $261,278
2,403 Added 38.37%
8,665 $757,000
Q4 2021

Feb 17, 2022
BUY
$94.82 - $104.66 $194,001 - $214,134
2,046 Added 30.21%
8,819 $866,000
Q3 2021

Dec 03, 2021
BUY
$87.64 - $105.45 $113,669 - $136,768
1,297 Added 23.69%
6,773 $659,000
Q2 2021

Aug 17, 2021
BUY
$77.29 - $93.96 $42,664 - $51,865
552 Added 11.21%
5,476 $504,000
Q1 2021

May 24, 2021
BUY
$67.05 - $84.34 $132,289 - $166,402
1,973 Added 66.86%
4,924 $385,000
Q4 2020

Feb 16, 2021
SELL
$47.26 - $68.53 $74,670 - $108,277
-1,580 Reduced 34.87%
2,951 $202,000
Q4 2019

Jan 30, 2020
BUY
$39.82 - $51.12 $180,424 - $231,624
4,531 New
4,531 $238,000
Q4 2018

Jan 29, 2020
SELL
$37.01 - $47.27 $209,624 - $267,737
-5,664 Closed
0 $0
Q3 2018

Jan 29, 2020
BUY
$46.57 - $51.05 $59,749 - $65,497
1,283 Added 29.29%
5,664 $264,000
Q2 2018

Jan 29, 2020
BUY
$47.19 - $55.22 $4,011 - $4,693
85 Added 1.98%
4,381 $208,000
Q1 2018

Jan 29, 2020
SELL
$51.79 - $58.91 $12,170 - $13,843
-235 Reduced 5.19%
4,296 $232,000
Q3 2017

Jan 29, 2020
SELL
$44.01 - $48.31 $38,288 - $42,029
-870 Reduced 16.11%
4,531 $218,000
Q2 2017

Jan 29, 2020
BUY
N/A
650 Added 13.68%
5,401 $241,000
Q1 2017

Jan 29, 2020
BUY
N/A
4,751
4,751 $204,000

Others Institutions Holding MS

# of Institutions
2,089
Shares Held
1.33B
Call Options Held
26.6M
Put Options Held
27.2M
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 $202B
  • 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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