Mount Yale Investment Advisors, LLC Morgan Stanley Transaction History

Mount Yale Investment Advisors, LLC

$1.11 Billion
Q1 2025

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 6,202 shares of MS stock, worth $798,073. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,202

Previous 6,969 11.01%

Holding current value

$798,073

Previous $876,000 17.47%

% of portfolio

0.06%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$111.68 - $141.08 $85,658 - $108,208	-767 Reduced 11.01%	6,202 $723,000
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

2,395

Shares Held

1.33B

Call Options Held

17.1M

Put Options Held

28.9M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $218B
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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Mount Yale Investment Advisors, LLC Morgan Stanley Transaction History