Mayflower Financial Advisors, LLC Morgan Stanley Transaction History

Mayflower Financial Advisors, LLC

$1.3 Billion
Q2 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 38,922 shares of MS stock, worth $3.76 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

38,922

Previous 39,500 1.46%

Holding current value

$3.76 Million

Previous $3.72 Million 1.69%

% of portfolio

0.29%

Previous 0.29%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$86.19 - $101.53 $49,817 - $58,684	-578 Reduced 1.46%	38,922 $3.78 Million
Q1 2024 Apr 29, 2024	SELL	$83.9 - $94.16 $102,274 - $114,781	-1,219 Reduced 2.99%	39,500 $3.72 Million
Q4 2023 Jan 22, 2024	SELL	$70.4 - $93.66 $129,465 - $172,240	-1,839 Reduced 4.32%	40,719 $3.8 Million
Q3 2023 Oct 12, 2023	SELL	$81.65 - $94.67 $17,064 - $19,786	-209 Reduced 0.49%	42,558 $3.48 Million
Q2 2023 Jul 13, 2023	SELL	$81.22 - $91.12 $3,736 - $4,191	-46 Reduced 0.11%	42,767 $3.65 Million
Q1 2023 Apr 12, 2023	BUY	$83.95 - $100.83 $1,595 - $1,915	19 Added 0.04%	42,813 $3.76 Million
Q4 2022 Jan 25, 2023	BUY	$75.3 - $93.04 $3.22 Million - $3.98 Million	42,794 New	42,794 $0
Q3 2022 Oct 19, 2022	BUY	$21.84 - $90.15 $551,809 - $2.28 Million	25,266 Added 128.72%	44,895 $3.55 Million
Q3 2022 Oct 17, 2022	SELL	$21.84 - $90.15 $515,140 - $2.13 Million	-23,587 Reduced 54.58%	19,629 $1.55 Million
Q2 2022 Jul 15, 2022	SELL	$72.9 - $90.61 $144,706 - $179,860	-1,985 Reduced 4.39%	43,216 $3.29 Million
Q1 2022 Apr 21, 2022	BUY	$83.31 - $108.73 $38,822 - $50,668	466 Added 1.04%	45,201 $3.95 Million
Q4 2021 Jan 21, 2022	BUY	$94.82 - $104.66 $43,237 - $47,724	456 Added 1.03%	44,735 $4.39 Million
Q3 2021 Oct 26, 2021	BUY	$87.64 - $105.45 $18,053 - $21,722	206 Added 0.47%	44,279 $4.51 Million
Q2 2021 Jul 29, 2021	BUY	$77.29 - $93.96 $1.42 Million - $1.73 Million	18,388 Added 71.59%	44,073 $4.04 Million
Q1 2021 Apr 23, 2021	BUY	$67.05 - $84.34 $1.34 Million - $1.69 Million	20,054 Added 356.14%	25,685 $2 Million
Q4 2020 Apr 12, 2021	BUY	$47.26 - $68.53 $266,121 - $385,892	5,631 New	5,631 $386,000

Others Institutions Holding MS

# of Institutions

2,061

Shares Held

1.33B

Call Options Held

26.5M

Put Options Held

27.2M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $164B
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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Mayflower Financial Advisors, LLC Morgan Stanley Transaction History