Morgan Stanley Marketwise, Inc. Transaction History

Morgan Stanley

$1.35 Trillion
Q3 2024

A detailed history of Morgan Stanley transactions in Marketwise, Inc. stock. As of the latest transaction made, Morgan Stanley holds 138,157 shares of MKTW stock, worth $69,078. This represents 0.0% of its overall portfolio holdings.

Number of Shares

138,157

Previous 86,399 59.91%

Holding current value

$69,078

Previous $100,000 8.0%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$0.67 - $1.16 $34,677 - $60,039	51,758 Added 59.91%	138,157 $92,000
Q2 2024 Oct 17, 2024	SELL	$1.13 - $1.72 $79,182 - $120,525	-70,073 Reduced 44.78%	86,399 $100,000
Q2 2024 Aug 14, 2024	SELL	$1.13 - $1.72 $79,182 - $120,525	-70,073 Reduced 44.78%	86,399 $100,000
Q1 2024 Oct 17, 2024	BUY	$1.73 - $2.74 $121,226 - $192,000	70,073 Added 81.1%	156,472 $270,000
Q1 2024 Aug 16, 2024	SELL	$1.73 - $2.74 $42,666 - $67,576	-24,663 Reduced 13.62%	156,472 $270,000
Q1 2024 May 15, 2024	SELL	$1.73 - $2.74 $42,666 - $67,576	-24,663 Reduced 13.62%	156,472 $270,000
Q4 2023 Aug 16, 2024	BUY	$1.44 - $3.39 $136,419 - $321,155	94,736 Added 109.65%	181,135 $494,000
Q4 2023 Feb 13, 2024	BUY	$1.44 - $3.39 $33,202 - $78,163	23,057 Added 14.59%	181,135 $494,000
Q3 2023 Nov 15, 2023	BUY	$1.29 - $2.08 $31,024 - $50,024	24,050 Added 17.94%	158,078 $252,000
Q2 2023 Aug 14, 2023	BUY	$1.51 - $2.69 $16,249 - $28,947	10,761 Added 8.73%	134,028 $268,000
Q1 2023 May 15, 2023	SELL	$1.61 - $2.65 $58,890 - $96,931	-36,578 Reduced 22.88%	123,267 $228,000
Q4 2022 Feb 14, 2023	SELL	$1.57 - $2.75 $12,321 - $21,582	-7,848 Reduced 4.68%	159,845 $268,000
Q3 2022 Nov 14, 2022	BUY	$0.28 - $3.68 $22,416 - $294,613	80,058 Added 91.35%	167,693 $381,000
Q2 2022 Oct 27, 2022	BUY	$2.46 - $4.89 $123,742 - $245,976	50,302 Added 134.74%	87,635 $316,000
Q2 2022 Aug 15, 2022	BUY	$2.46 - $4.89 $123,742 - $245,976	50,302 Added 134.74%	87,635 $316,000
Q1 2022 Oct 27, 2022	SELL	$4.08 - $7.14 $205,232 - $359,156	-50,302 Reduced 57.4%	37,333 $176,000
Q1 2022 May 13, 2022	BUY	$4.08 - $7.14 $1,285 - $2,249	315 Added 0.85%	37,333 $176,000
Q4 2021 Feb 14, 2022	BUY	$5.87 - $8.01 $34,750 - $47,419	5,920 Added 19.04%	37,018 $279,000
Q3 2021 Nov 15, 2021	BUY	$6.79 - $15.06 $211,155 - $468,335	31,098 New	31,098 $257,000

Others Institutions Holding MKTW

# of Institutions

Shares Held

13.9M

Call Options Held

18K

Put Options Held

15.2K

View Full List

About MARKETWISE, INC.

Ticker MKTW
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 33,873,600
Market Cap $16.9M
Description
MarketWise, Inc. operates a multi-brand platform of subscription businesses that provides financial research, software, education, and tools for investors in the United States and Internationally. The company offers a portfolio of independent investment research, as well as various software and analytical tools on a subscription basis. It provid...

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