Meristem Family Wealth, LLC Morgan Stanley Transaction History

Meristem Family Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$21.84 - $90.15 $88,015 - $363,304	-4,030 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$83.31 - $108.73 $157,039 - $204,956	-1,885 Reduced 31.87%	4,030 $352,000
Q4 2021 Feb 10, 2022	BUY	$94.82 - $104.66 $853 - $941	9 Added 0.15%	5,915 $581,000
Q3 2021 Nov 15, 2021	BUY	$87.64 - $105.45 $142,677 - $171,672	1,628 Added 38.06%	5,906 $575,000
Q2 2021 Aug 06, 2021	BUY	$77.29 - $93.96 $56,808 - $69,060	735 Added 20.75%	4,278 $392,000

Q4 2020 Feb 12, 2021	BUY	$47.26 - $68.53 $167,442 - $242,801	3,543 New	3,543 $243,000

2,006

1.32B

32.2M

31.9M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $170B
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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