Plante Moran Financial Advisors, LLC Morgan Stanley Transaction History

Plante Moran Financial Advisors, LLC

  • $997 Million
  • Q2 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 625 shares of MS stock, worth $74,650. This represents 0.01% of its overall portfolio holdings.

Number of Shares
625
Previous 230 171.74%
Holding current value
$74,650
Previous $21,000 185.71%
% of portfolio
0.01%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$86.19 - $101.53 $34,045 - $40,104
395 Added 171.74%
625 $60,000
Q1 2024

May 09, 2024
SELL
$83.9 - $94.16 $503 - $564
-6 Reduced 2.54%
230 $21,000
Q4 2023

Feb 05, 2024
BUY
$70.4 - $93.66 $2,534 - $3,371
36 Added 18.0%
236 $22,000
Q1 2023

May 08, 2023
SELL
$83.95 - $100.83 $57,337 - $68,866
-683 Reduced 77.35%
200 $17,000
Q4 2022

Feb 09, 2023
SELL
$75.3 - $93.04 $64,456 - $79,642
-856 Reduced 49.22%
883 $75,000
Q2 2022

Aug 02, 2022
BUY
$72.9 - $90.61 $36,522 - $45,395
501 Added 40.47%
1,739 $132,000
Q1 2022

May 06, 2022
BUY
$83.31 - $108.73 $17,078 - $22,289
205 Added 19.85%
1,238 $108,000
Q4 2021

Feb 09, 2022
BUY
$94.82 - $104.66 $64,856 - $71,587
684 Added 195.99%
1,033 $101,000
Q3 2021

Nov 08, 2021
SELL
$87.64 - $105.45 $7,098 - $8,541
-81 Reduced 18.84%
349 $34,000
Q2 2021

Aug 10, 2021
SELL
$77.29 - $93.96 $53,871 - $65,490
-697 Reduced 61.85%
430 $39,000
Q1 2021

May 13, 2021
BUY
$67.05 - $84.34 $50,488 - $63,508
753 Added 201.34%
1,127 $88,000
Q4 2020

Feb 09, 2021
BUY
$47.26 - $68.53 $3,733 - $5,413
79 Added 26.78%
374 $26,000
Q2 2020

Aug 10, 2020
BUY
$31.62 - $50.4 $7,304 - $11,642
231 Added 360.94%
295 $14,000
Q1 2020

May 07, 2020
SELL
$27.81 - $57.51 $5,256 - $10,869
-189 Reduced 74.7%
64 $2,000
Q4 2019

Feb 14, 2020
BUY
$39.82 - $51.12 $7,048 - $9,048
177 Added 232.89%
253 $13,000
Q3 2019

Nov 13, 2019
SELL
$39.1 - $45.74 $40,351 - $47,203
-1,032 Reduced 93.14%
76 $3,000
Q2 2019

Aug 13, 2019
BUY
$40.69 - $48.46 $2,197 - $2,616
54 Added 5.12%
1,108 $49,000
Q1 2019

May 13, 2019
BUY
$39.68 - $44.49 $39,481 - $44,267
995 Added 1686.44%
1,054 $44,000
Q2 2018

Jul 26, 2018
SELL
$47.19 - $55.22 $19,583 - $22,916
-415 Reduced 87.55%
59 $3,000
Q1 2018

May 01, 2018
BUY
$51.79 - $58.91 $3,055 - $3,475
59 Added 14.22%
474 $26,000
Q3 2017

Nov 08, 2017
BUY
$44.01 - $48.31 $18,264 - $20,048
415
415 $20,000

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

MS Quotes by TradingView
  • 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
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email