Lyell Wealth Management, LP Morgan Stanley Transaction History

Lyell Wealth Management, LP

  • $978 Million
  • Q1 2024

A detailed history of Lyell Wealth Management, LP transactions in Morgan Stanley stock. As of the latest transaction made, Lyell Wealth Management, LP holds 84,254 shares of MS stock, worth $8.72 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
84,254
Previous 79,114 6.5%
Holding current value
$8.72 Million
Previous $7.38 Million 7.54%
% of portfolio
0.81%
Previous 0.84%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$83.9 - $94.16 $431,246 - $483,982
5,140 Added 6.5%
84,254 $7.93 Million
Q4 2023

Feb 02, 2024
BUY
$70.4 - $93.66 $406,348 - $540,605
5,772 Added 7.87%
79,114 $7.38 Million
Q3 2023

Oct 31, 2023
SELL
$81.65 - $94.67 $97,326 - $112,846
-1,192 Reduced 1.6%
73,342 $5.99 Million
Q2 2023

Aug 04, 2023
BUY
$81.22 - $91.12 $358,261 - $401,930
4,411 Added 6.29%
74,534 $6.37 Million
Q1 2023

May 03, 2023
BUY
$83.95 - $100.83 $389,444 - $467,750
4,639 Added 7.08%
70,123 $6.16 Million
Q4 2022

Jan 24, 2023
SELL
$75.3 - $93.04 $53,764 - $66,430
-714 Reduced 1.08%
65,484 $0
Q3 2022

Oct 24, 2022
BUY
$21.84 - $90.15 $39,093 - $161,368
1,790 Added 2.78%
66,198 $5.23 Million
Q2 2022

Jul 28, 2022
SELL
$72.9 - $90.61 $36,085 - $44,851
-495 Reduced 0.76%
64,408 $4.9 Million
Q1 2022

May 04, 2022
BUY
$83.31 - $108.73 $3.25 Million - $4.24 Million
38,959 Added 150.17%
64,903 $5.67 Million
Q4 2021

Feb 08, 2022
BUY
$94.82 - $104.66 $1.4 Million - $1.55 Million
14,790 Added 132.6%
25,944 $2.55 Million
Q2 2021

Aug 09, 2021
BUY
$77.29 - $93.96 $18,549 - $22,550
240 Added 2.2%
11,154 $1.02 Million
Q1 2021

May 07, 2021
BUY
$67.05 - $84.34 $171,513 - $215,741
2,558 Added 30.61%
10,914 $848,000
Q4 2020

Feb 04, 2021
BUY
$47.26 - $68.53 $394,904 - $572,636
8,356 New
8,356 $573,000
Q1 2020

May 11, 2020
SELL
$27.81 - $57.51 $119,555 - $247,235
-4,299 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$39.82 - $51.12 $171,186 - $219,764
4,299 New
4,299 $220,000
Q2 2019

Aug 01, 2019
SELL
$40.69 - $48.46 $275,674 - $328,316
-6,775 Closed
0 $0
Q1 2019

May 06, 2019
SELL
$39.68 - $44.49 $12,896 - $14,459
-325 Reduced 4.58%
6,775 $286,000
Q3 2018

Oct 30, 2018
SELL
$46.57 - $51.05 $6,985 - $7,657
-150 Reduced 2.07%
7,100 $331,000
Q2 2018

Jul 30, 2018
SELL
$47.19 - $55.22 $32,561 - $38,101
-690 Reduced 8.69%
7,250 $344,000
Q1 2018

May 07, 2018
SELL
$51.79 - $58.91 $31,074 - $35,346
-600 Reduced 7.03%
7,940 $428,000
Q4 2017

Jan 30, 2018
SELL
$48.1 - $53.85 $10,004 - $11,200
-208 Reduced 2.38%
8,540 $448,000
Q3 2017

Oct 26, 2017
BUY
$44.01 - $48.31 $384,999 - $422,615
8,748
8,748 $421,000

Others Institutions Holding MS

# of Institutions
2,009
Shares Held
1.32B
Call Options Held
32.2M
Put Options Held
31.9M
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 $175B
  • 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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