Lee Financial CO Morgan Stanley Transaction History

Lee Financial CO

$650 Million
Q1 2025

A detailed history of Lee Financial CO transactions in Morgan Stanley stock. As of the latest transaction made, Lee Financial CO holds 10,310 shares of MS stock, worth $1.48 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

10,310

Previous 11,791 12.56%

Holding current value

$1.48 Million

Previous $1.48 Million 18.89%

% of portfolio

0.19%

Previous 0.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$111.68 - $141.08 $165,398 - $208,939	-1,481 Reduced 12.56%	10,310 $1.2 Million
Q4 2024 Jan 30, 2025	SELL	$104.42 - $134.99 $19,317 - $24,973	-185 Reduced 1.54%	11,791 $1.48 Million
Q3 2024 Nov 14, 2024	BUY	$92.07 - $106.96 $123,557 - $143,540	1,342 Added 12.62%	11,976 $1.25 Million
Q2 2024 Aug 14, 2024	SELL	$86.19 - $101.53 $488,266 - $575,167	-5,665 Reduced 34.76%	10,634 $1.03 Million
Q1 2024 May 15, 2024	SELL	$83.9 - $94.16 $12,165 - $13,653	-145 Reduced 0.88%	16,299 $1.53 Million
Q4 2023 Feb 08, 2024	BUY	$70.4 - $93.66 $772,992 - $1.03 Million	10,980 Added 200.95%	16,444 $1.53 Million
Q3 2023 Nov 09, 2023	BUY	$81.65 - $94.67 $432,989 - $502,035	5,303 Added 3293.79%	5,464 $446,000
Q2 2023 Aug 08, 2023	SELL	$81.22 - $91.12 $12,670 - $14,214	-156 Reduced 49.21%	161 $13,000
Q1 2023 May 15, 2023	BUY	$83.95 - $100.83 $7,219 - $8,671	86 Added 37.23%	317 $27,000
Q4 2022 Feb 09, 2023	SELL	$75.3 - $93.04 $3,087 - $3,814	-41 Reduced 15.07%	231 $19,000
Q3 2022 Nov 01, 2022	BUY	$21.84 - $90.15 $1,026 - $4,237	47 Added 20.89%	272 $21,000
Q2 2022 Aug 10, 2022	BUY	$72.9 - $90.61 $14,798 - $18,393	203 Added 922.73%	225 $17,000
Q1 2022 May 11, 2022	SELL	$83.31 - $108.73 $7,581 - $9,894	-91 Reduced 80.53%	22 $2,000
Q4 2021 Feb 08, 2022	BUY	$94.82 - $104.66 $10,714 - $11,826	113 New	113 $11,000
Q4 2020 Feb 12, 2021	SELL	$47.26 - $68.53 $6,191 - $8,977	-131 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$46.42 - $53.25 $3,156 - $3,621	68 Added 107.94%	131 $6,000
Q1 2019 Apr 30, 2019	BUY	$39.68 - $44.49 $2,499 - $2,802	63 New	63 $3,000

Others Institutions Holding MS

# of Institutions

2,400

Shares Held

1.33B

Call Options Held

17.1M

Put Options Held

28.9M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $243B
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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