Lloyd Advisory Services, Llc. Morgan Stanley Transaction History

Lloyd Advisory Services, Llc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$81.65 - $94.67 $587,716 - $681,434	7,198 New	7,198 $587,000
Q2 2022 Aug 15, 2022	SELL	$72.9 - $90.61 $59,996 - $74,572	-823 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$83.31 - $108.73 $1,582 - $2,065	-19 Reduced 2.26%	823 $72,000
Q4 2021 Jan 26, 2022	BUY	$94.82 - $104.66 $29,963 - $33,072	316 Added 60.08%	842 $83,000
Q3 2021 Oct 21, 2021	SELL	$87.64 - $105.45 $6,222 - $7,486	-71 Reduced 11.89%	526 $51,000
Q2 2021 Aug 09, 2021	SELL	$77.29 - $93.96 $772 - $939	-10 Reduced 1.65%	597 $55,000
Q1 2021 May 04, 2021	SELL	$67.05 - $84.34 $8,850 - $11,132	-132 Reduced 17.86%	607 $47,000
Q4 2020 Feb 04, 2021	BUY	$47.26 - $68.53 $472 - $685	10 Added 1.37%	739 $51,000
Q3 2020 Oct 28, 2020	SELL	$46.42 - $53.25 $3,435 - $3,940	-74 Reduced 9.22%	729 $35,000
Q2 2020 Aug 07, 2020	SELL	$31.62 - $50.4 $126 - $201	-4 Reduced 0.5%	803 $39,000
Q1 2020 Jun 03, 2020	BUY	$27.81 - $57.51 $222 - $460	8 Added 1.0%	807 $27,000
Q4 2019 Feb 12, 2020	BUY	$39.82 - $51.12 $31,816 - $40,844	799 New	799 $41,000

2,125

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $216B
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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