Level Four Advisory Services, LLC Morgan Stanley Transaction History

Level Four Advisory Services, LLC

  • $2.3 Billion
  • Q3 2024

A detailed history of Level Four Advisory Services, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 109,363 shares of MS stock, worth $15.3 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
109,363
Previous 105,543 3.62%
Holding current value
$15.3 Million
Previous $10.3 Million 11.13%
% of portfolio
0.49%
Previous 0.49%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$92.07 - $106.96 $351,707 - $408,587
3,820 Added 3.62%
109,363 $11.4 Million
Q2 2024

Aug 09, 2024
BUY
$86.19 - $101.53 $4.72 Million - $5.56 Million
54,776 Added 107.9%
105,543 $10.3 Million
Q1 2024

May 13, 2024
BUY
$83.9 - $94.16 $260,173 - $291,990
3,101 Added 6.51%
50,767 $4.78 Million
Q4 2023

Feb 08, 2024
BUY
$70.4 - $93.66 $86,099 - $114,546
1,223 Added 2.63%
47,666 $4.44 Million
Q3 2023

Nov 13, 2023
BUY
$81.65 - $94.67 $96,428 - $111,805
1,181 Added 2.61%
46,443 $3.79 Million
Q2 2023

Jul 10, 2023
BUY
$81.22 - $91.12 $136,855 - $153,537
1,685 Added 3.87%
45,262 $3.87 Million
Q1 2023

Jun 05, 2023
BUY
$83.95 - $100.83 $175,623 - $210,936
2,092 Added 5.04%
43,577 $3.83 Million
Q4 2022

Feb 13, 2023
SELL
$75.3 - $93.04 $273,339 - $337,735
-3,630 Reduced 8.05%
41,485 $3.53 Million
Q3 2022

Nov 07, 2022
SELL
$21.84 - $90.15 $8,561 - $35,338
-392 Reduced 0.86%
45,115 $3.57 Million
Q2 2022

Aug 08, 2022
BUY
$72.9 - $90.61 $157,464 - $195,717
2,160 Added 4.98%
45,507 $3.46 Million
Q1 2022

May 10, 2022
BUY
$83.31 - $108.73 $91,890 - $119,929
1,103 Added 2.61%
43,347 $3.79 Million
Q4 2021

Feb 11, 2022
SELL
$94.82 - $104.66 $80,786 - $89,170
-852 Reduced 1.98%
42,244 $4.15 Million
Q3 2021

Oct 12, 2021
SELL
$87.64 - $105.45 $342,760 - $412,414
-3,911 Reduced 8.32%
43,096 $4.19 Million
Q2 2021

Aug 09, 2021
BUY
$77.29 - $93.96 $26,355 - $32,040
341 Added 0.73%
47,007 $4.31 Million
Q1 2021

May 10, 2021
BUY
$67.05 - $84.34 $138,726 - $174,499
2,069 Added 4.64%
46,666 $3.62 Million
Q4 2020

Feb 10, 2021
SELL
$47.26 - $68.53 $188,331 - $273,092
-3,985 Reduced 8.2%
44,597 $3.06 Million
Q3 2020

Nov 02, 2020
SELL
$46.42 - $53.25 $224,719 - $257,783
-4,841 Reduced 9.06%
48,582 $2.35 Million
Q2 2020

Aug 17, 2020
BUY
$31.62 - $50.4 $1.56 Million - $2.48 Million
49,233 Added 1175.01%
53,423 $2.58 Million
Q2 2020

Jul 27, 2020
SELL
$31.62 - $50.4 $1.43 Million - $2.28 Million
-45,241 Reduced 91.52%
4,190 $202,000
Q1 2020

May 13, 2020
BUY
$27.81 - $57.51 $81,594 - $168,734
2,934 Added 6.31%
49,431 $1.68 Million
Q4 2019

Feb 13, 2020
BUY
$39.82 - $51.12 $304,782 - $391,272
7,654 Added 19.7%
46,497 $13 Million
Q3 2019

Nov 12, 2019
BUY
$39.1 - $45.74 $75,814 - $88,689
1,939 Added 5.25%
38,843 $1.66 Million
Q2 2019

Aug 14, 2019
SELL
$40.69 - $48.46 $22,908 - $27,282
-563 Reduced 1.5%
36,904 $1.62 Million
Q1 2019

May 15, 2019
BUY
$39.68 - $44.49 $61,702 - $69,181
1,555 Added 4.33%
37,467 $1.58 Million
Q4 2018

Feb 08, 2019
SELL
$37.01 - $47.27 $87,565 - $111,840
-2,366 Reduced 6.18%
35,912 $1.42 Million
Q3 2018

Nov 14, 2018
BUY
$46.57 - $51.05 $156,382 - $171,425
3,358 Added 9.62%
38,278 $1.78 Million
Q2 2018

Aug 14, 2018
BUY
$47.19 - $55.22 $128,073 - $149,867
2,714 Added 8.43%
34,920 $1.66 Million
Q1 2018

May 14, 2018
SELL
$51.79 - $58.91 $93,584 - $106,450
-1,807 Reduced 5.31%
32,206 $1.74 Million
Q4 2017

Feb 13, 2018
BUY
$48.1 - $53.85 $117,315 - $131,340
2,439 Added 7.72%
34,013 $1.79 Million
Q3 2017

Apr 03, 2018
BUY
$44.01 - $48.31 $14,567 - $15,990
331 Added 1.06%
31,574 $1.52 Million
Q3 2017

Nov 15, 2017
BUY
$44.01 - $48.31 $641,005 - $703,635
14,565 Added 87.33%
31,243 $1.52 Million
Q2 2017

Sep 20, 2017
SELL
N/A
-12,094 Reduced 42.03%
16,678 $696,000
Q1 2017

Sep 20, 2017
BUY
N/A
28,772
28,772 $1.21 Million

Others Institutions Holding MS

# of Institutions
2,248
Shares Held
1.32B
Call Options Held
26.1M
Put Options Held
29.5M
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 $237B
  • 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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