Kiwi Wealth Investments Limited Partnership Morgan Stanley Transaction History

Kiwi Wealth Investments Limited Partnership

$126 Million
Q4 2023

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$83.95 - $100.83 $2.14 Million - $2.57 Million	25,466 Added 16.31%	181,556 $15.9 Billion
Q4 2022 Feb 14, 2023	SELL	$75.3 - $93.04 $3.22 Million - $3.97 Million	-42,699 Reduced 21.48%	156,090 $13.3 Billion
Q2 2022 Aug 12, 2022	BUY	$72.9 - $90.61 $1.27 Million - $1.58 Million	17,433 Added 9.61%	198,789 $15.1 Million
Q1 2022 May 17, 2022	BUY	$83.31 - $108.73 $5.53 Million - $7.22 Million	66,365 Added 57.71%	181,356 $15.9 Million
Q4 2021 Feb 15, 2022	SELL	$94.82 - $104.66 $2.14 Million - $2.36 Million	-22,569 Reduced 16.41%	114,991 $11.3 Million
Q3 2021 Nov 16, 2021	SELL	$87.64 - $105.45 $1.99 Million - $2.4 Million	-22,714 Reduced 14.17%	137,560 $13.4 Million
Q2 2021 Aug 17, 2021	BUY	$77.29 - $93.96 $2.38 Million - $2.89 Million	30,751 Added 23.74%	160,274 $14.7 Million
Q1 2021 May 18, 2021	SELL	$67.05 - $84.34 $8.23 Million - $10.4 Million	-122,761 Reduced 48.66%	129,523 $10.1 Million
Q4 2020 Feb 17, 2021	BUY	$47.26 - $68.53 $11.9 Million - $17.3 Million	252,284 New	252,284 $17.3 Million
Q3 2020 Nov 16, 2020	SELL	$46.42 - $53.25 $3.8 Million - $4.35 Million	-81,770 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$31.62 - $50.4 $203,980 - $325,130	-6,451 Reduced 7.31%	81,770 $3.95 Million
Q1 2020 May 15, 2020	BUY	$27.81 - $57.51 $506,002 - $1.05 Million	18,195 Added 25.98%	88,221 $3 Million
Q4 2019 Feb 12, 2020	SELL	$39.82 - $51.12 $1.56 Million - $2 Million	-39,165 Reduced 35.87%	70,026 $3.58 Million
Q3 2019 Nov 13, 2019	SELL	$39.1 - $45.74 $311,509 - $364,410	-7,967 Reduced 6.8%	109,191 $4.66 Million
Q2 2019 Aug 14, 2019	BUY	$40.69 - $48.46 $211,099 - $251,410	5,188 Added 4.63%	117,158 $5.13 Million
Q1 2019 May 16, 2019	SELL	$39.68 - $44.49 $57,020 - $63,932	-1,437 Reduced 1.27%	111,970 $4.73 Million
Q4 2018 Feb 14, 2019	SELL	$37.01 - $47.27 $181 Million - $231 Million	-4,886,593 Reduced 97.73%	113,407 $4.5 Million
Q3 2018 Nov 15, 2018	BUY	$46.57 - $51.05 $233 Million - $255 Million	5,000,000 New	5,000,000 $4.91 Million

Others Institutions Holding MS

# of Institutions

2,125

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...

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