Outlook Wealth Advisors, LLC Morgan Stanley Transaction History

Outlook Wealth Advisors, LLC

$277 Million
Q2 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$75.3 - $93.04 $978 - $1,209	13 Added 0.15%	8,964 $762,000
Q3 2022 Oct 25, 2022	SELL	$21.84 - $90.15 $2,074 - $8,564	-95 Reduced 1.05%	8,951 $708,000
Q2 2022 Jul 28, 2022	BUY	$72.9 - $90.61 $4,738 - $5,889	65 Added 0.72%	9,046 $688,000
Q1 2022 Jul 28, 2022	BUY	$83.31 - $108.73 $33,573 - $43,818	403 Added 4.7%	8,981 $785,000
Q1 2022 May 13, 2022	SELL	$83.31 - $108.73 $38,739 - $50,559	-465 Reduced 5.14%	8,578 $750,000
Q4 2021 Jan 21, 2022	BUY	$94.82 - $104.66 $6,921 - $7,640	73 Added 0.81%	9,043 $888,000
Q3 2021 Oct 22, 2021	BUY	$87.64 - $105.45 $3,242 - $3,901	37 Added 0.41%	8,970 $873,000
Q2 2021 Jul 21, 2021	BUY	$77.29 - $93.96 $48,383 - $58,818	626 Added 7.54%	8,933 $819,000
Q1 2021 May 04, 2021	SELL	$67.05 - $84.34 $119,349 - $150,125	-1,780 Reduced 17.65%	8,307 $645,000
Q4 2020 Feb 04, 2021	BUY	$47.26 - $68.53 $13,185 - $19,119	279 Added 2.84%	10,087 $691,000
Q3 2020 Nov 10, 2020	BUY	$46.42 - $53.25 $25,066 - $28,755	540 Added 5.83%	9,808 $474,000
Q2 2020 Jul 17, 2020	BUY	$31.62 - $50.4 $16,315 - $26,006	516 Added 5.9%	9,268 $448,000
Q1 2020 Apr 16, 2020	BUY	$27.81 - $57.51 $8,982 - $18,575	323 Added 3.83%	8,752 $298,000
Q4 2019 Feb 12, 2020	BUY	$39.82 - $51.12 $26,400 - $33,892	663 Added 8.54%	8,429 $431,000
Q3 2019 Oct 17, 2019	BUY	$39.1 - $45.74 $9,384 - $10,977	240 Added 3.19%	7,766 $331,000
Q2 2019 Aug 15, 2019	BUY	$40.69 - $48.46 $21,850 - $26,023	537 Added 7.68%	7,526 $330,000
Q1 2019 May 06, 2019	BUY	$39.68 - $44.49 $231,850 - $259,955	5,843 Added 509.86%	6,989 $295,000
Q4 2018 Feb 13, 2019	BUY	$37.01 - $47.27 $42,413 - $54,171	1,146 New	1,146 $454,000

Others Institutions Holding MS

# of Institutions

2,089

Shares Held

1.33B

Call Options Held

26.6M

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 $202B
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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