Lido Advisors, LLC Morgan Stanley Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

A detailed history of Lido Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Lido Advisors, LLC holds 69,249 shares of MS stock, worth $9.55 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

69,249

Previous 65,487 5.74%

Holding current value

$9.55 Million

Previous $6.36 Million 13.42%

% of portfolio

0.04%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$92.07 - $106.96 $346,367 - $402,383	3,762 Added 5.74%	69,249 $7.22 Million
Q2 2024 Aug 14, 2024	BUY	$86.19 - $101.53 $276,928 - $326,215	3,213 Added 5.16%	65,487 $6.36 Million
Q1 2024 May 15, 2024	SELL	$83.9 - $94.16 $596,277 - $669,195	-7,107 Reduced 10.24%	62,274 $5.86 Million
Q4 2023 Feb 14, 2024	BUY	$70.4 - $93.66 $451,052 - $600,079	6,407 Added 10.17%	69,381 $6.47 Million
Q3 2023 Nov 14, 2023	BUY	$81.65 - $94.67 $116,024 - $134,526	1,421 Added 2.31%	62,974 $5.14 Million
Q2 2023 Aug 09, 2023	BUY	$81.22 - $91.12 $659,912 - $740,350	8,125 Added 15.21%	61,553 $5.26 Million
Q1 2023 May 15, 2023	BUY	$83.95 - $100.83 $1.82 Million - $2.19 Million	21,718 Added 68.49%	53,428 $4.69 Million
Q4 2022 Feb 14, 2023	BUY	$75.3 - $93.04 $110,615 - $136,675	1,469 Added 4.86%	31,710 $2.7 Million
Q3 2022 Nov 14, 2022	SELL	$21.84 - $90.15 $4,368 - $18,030	-200 Reduced 0.66%	30,241 $2.39 Million
Q2 2022 Aug 15, 2022	SELL	$72.9 - $90.61 $441,117 - $548,281	-6,051 Reduced 16.58%	30,441 $2.32 Million
Q1 2022 May 17, 2022	BUY	$83.31 - $108.73 $302,415 - $394,689	3,630 Added 11.05%	36,492 $3.19 Million
Q4 2021 Feb 15, 2022	BUY	$94.82 - $104.66 $1.85 Million - $2.04 Million	19,499 Added 145.92%	32,862 $3.23 Million
Q3 2021 Nov 12, 2021	BUY	$87.64 - $105.45 $485,175 - $583,771	5,536 Added 70.73%	13,363 $1.34 Million
Q2 2021 Aug 12, 2021	SELL	$77.29 - $93.96 $108,283 - $131,637	-1,401 Reduced 15.18%	7,827 $718,000
Q1 2021 May 13, 2021	BUY	$67.05 - $84.34 $394,455 - $496,172	5,883 Added 175.87%	9,228 $717,000
Q4 2020 Feb 08, 2021	SELL	$47.26 - $68.53 $40,549 - $58,798	-858 Reduced 20.41%	3,345 $229,000
Q4 2019 Feb 07, 2020	BUY	$39.82 - $51.12 $167,363 - $214,857	4,203 New	4,203 $215,000

Others Institutions Holding MS

# of Institutions

2,149

Shares Held

1.31B

Call Options Held

26.2M

Put Options Held

29.4M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $234B
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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Lido Advisors, LLC Morgan Stanley Transaction History