Kmg Fiduciary Partners, LLC Morgan Stanley Transaction History

Kmg Fiduciary Partners, LLC

$965 Million
Q1 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 35,219 shares of MS stock, worth $3.51 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

35,219

Previous 33,508 5.11%

Holding current value

$3.51 Million

Previous $3.12 Million 6.15%

% of portfolio

0.34%

Previous 0.36%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$83.9 - $94.16 $143,552 - $161,107	1,711 Added 5.11%	35,219 $3.32 Million
Q4 2023 Jan 10, 2024	BUY	$70.4 - $93.66 $103,980 - $138,335	1,477 Added 4.61%	33,508 $3.12 Million
Q3 2023 Oct 25, 2023	BUY	$81.65 - $94.67 $103,695 - $120,230	1,270 Added 4.13%	32,031 $2.62 Million
Q2 2023 Jul 14, 2023	BUY	$81.22 - $91.12 $166,825 - $187,160	2,054 Added 7.16%	30,761 $2.63 Million
Q1 2023 Apr 13, 2023	BUY	$83.95 - $100.83 $354,940 - $426,309	4,228 Added 17.27%	28,707 $2.52 Million

Q4 2022 Jan 12, 2023	BUY	$75.3 - $93.04 $34,487 - $42,612	458 Added 1.91%	24,479 $0
Q3 2022 Oct 27, 2022	BUY	$21.84 - $90.15 $9,980 - $41,198	457 Added 1.94%	24,021 $1.9 Million
Q2 2022 Jul 13, 2022	SELL	$72.9 - $90.61 $163,660 - $203,419	-2,245 Reduced 8.7%	23,564 $1.79 Million
Q1 2022 Apr 19, 2022	SELL	$83.31 - $108.73 $637,738 - $832,328	-7,655 Reduced 22.88%	25,809 $2.26 Million
Q4 2021 Jan 12, 2022	SELL	$94.82 - $104.66 $662,602 - $731,364	-6,988 Reduced 17.27%	33,464 $3.29 Million
Q3 2021 Oct 12, 2021	BUY	$87.64 - $105.45 $2.12 Million - $2.55 Million	24,150 Added 148.14%	40,452 $3.94 Million
Q2 2021 Jul 20, 2021	BUY	$77.29 - $93.96 $61,909 - $75,261	801 Added 5.17%	16,302 $1.5 Million
Q1 2021 Apr 08, 2021	BUY	$67.05 - $84.34 $45,526 - $57,266	679 Added 4.58%	15,501 $1.2 Million
Q4 2020 Jan 13, 2021	BUY	$47.26 - $68.53 $700,487 - $1.02 Million	14,822 New	14,822 $1.03 Million
Q2 2020 Jul 22, 2020	SELL	$31.62 - $50.4 $546,614 - $871,264	-17,287 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$27.81 - $57.51 $480,751 - $994,175	17,287 New	17,287 $588,000

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

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...

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Kmg Fiduciary Partners, LLC Morgan Stanley Transaction History