Mount Yale Investment Advisors, LLC Morgan Stanley Transaction History

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 6,969 shares of MS stock, worth $927,643. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,969
Previous 9,797 28.87%
Holding current value
$927,643
Previous $1.02 Million 14.2%
% of portfolio
0.07%
Previous 0.1%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$104.42 - $134.99 $295,299 - $381,751
-2,828 Reduced 28.87%
6,969 $876,000
Q3 2024

Oct 23, 2024
SELL
$92.07 - $106.96 $94,371 - $109,634
-1,025 Reduced 9.47%
9,797 $1.02 Million
Q2 2024

Aug 13, 2024
BUY
$86.19 - $101.53 $13,014 - $15,331
151 Added 1.42%
10,822 $1.05 Million
Q1 2024

May 15, 2024
BUY
$83.9 - $94.16 $523,871 - $587,935
6,244 Added 141.04%
10,671 $1 Million
Q4 2023

Feb 12, 2024
SELL
$70.4 - $93.66 $350,732 - $466,614
-4,982 Reduced 52.95%
4,427 $412,000
Q3 2023

Oct 11, 2023
BUY
$81.65 - $94.67 $768,244 - $890,750
9,409 New
9,409 $768,000
Q1 2022

May 03, 2022
SELL
$83.31 - $108.73 $173,034 - $225,832
-2,077 Closed
0 $0
Q4 2021

Feb 02, 2022
SELL
$94.82 - $104.66 $303,613 - $335,121
-3,202 Reduced 60.66%
2,077 $204,000
Q3 2021

Nov 02, 2021
BUY
$87.64 - $105.45 $62,662 - $75,396
715 Added 15.67%
5,279 $514,000
Q2 2021

Aug 04, 2021
SELL
$77.29 - $93.96 $165,477 - $201,168
-2,141 Reduced 31.93%
4,564 $418,000
Q1 2021

May 04, 2021
BUY
$67.05 - $84.34 $37,480 - $47,146
559 Added 9.1%
6,705 $521,000
Q4 2020

Feb 12, 2021
SELL
$47.26 - $68.53 $4,395 - $6,373
-93 Reduced 1.49%
6,146 $421,000
Q3 2020

Nov 16, 2020
BUY
$46.42 - $53.25 $289,614 - $332,226
6,239 New
6,239 $302,000
Q2 2020

Jul 09, 2020
SELL
$31.62 - $50.4 $194,020 - $309,254
-6,136 Closed
0 $0
Q1 2020

May 04, 2020
SELL
$27.81 - $57.51 $207,518 - $429,139
-7,462 Reduced 54.88%
6,136 $209,000
Q4 2019

Feb 13, 2020
BUY
$39.82 - $51.12 $24,967 - $32,052
627 Added 4.83%
13,598 $711,000
Q3 2019

Nov 14, 2019
BUY
$39.1 - $45.74 $8,641 - $10,108
221 Added 1.73%
12,971 $636,000
Q2 2019

Aug 13, 2019
SELL
$40.69 - $48.46 $18,554 - $22,097
-456 Reduced 3.45%
12,750 $517,000
Q1 2019

May 15, 2019
SELL
$39.68 - $44.49 $1,587 - $1,779
-40 Reduced 0.3%
13,206 $557,000
Q4 2018

Feb 14, 2019
BUY
$37.01 - $47.27 $68,949 - $88,064
1,863 Added 16.37%
13,246 $533,000
Q3 2018

Nov 13, 2018
BUY
$46.57 - $51.05 $455,547 - $499,371
9,782 Added 610.99%
11,383 $531,000
Q2 2018

Aug 22, 2018
SELL
$47.19 - $55.22 $19,347 - $22,640
-410 Reduced 20.39%
1,601 $76,000
Q1 2018

Jun 25, 2018
BUY
$51.79 - $58.91 $104,149 - $118,468
2,011 New
2,011 $109,000

Others Institutions Holding MS

# of Institutions
2,381
Shares Held
1.33B
Call Options Held
22.7M
Put Options Held
30.7M
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 $225B
  • 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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