Polaris Wealth Advisory Group, LLC Morgan Stanley Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 41,767 shares of MS stock, worth $4.19 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

41,767

Previous 176,374 76.32%

Holding current value

$4.19 Million

Previous $15.1 Million 77.35%

% of portfolio

0.26%

Previous 1.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	SELL	$81.65 - $94.67 $11 Million - $12.7 Million	-134,607 Reduced 76.32%	41,767 $3.41 Million
Q2 2023 Aug 07, 2023	SELL	$81.22 - $91.12 $49,787 - $55,856	-613 Reduced 0.35%	176,374 $15.1 Million
Q1 2023 May 03, 2023	SELL	$83.95 - $100.83 $806,591 - $968,774	-9,608 Reduced 5.15%	176,987 $15.5 Million
Q4 2022 Jan 19, 2023	SELL	$75.3 - $93.04 $10.9 Million - $13.5 Million	-145,259 Reduced 43.77%	186,595 $0
Q3 2022 Oct 12, 2022	SELL	$21.84 - $90.15 $224,274 - $925,750	-10,269 Reduced 3.0%	331,854 $26 Million

Q2 2022 Jul 12, 2022	BUY	$72.9 - $90.61 $24.9 Million - $31 Million	342,123 New	342,123 $26 Million
Q2 2019 Jul 25, 2019	SELL	$40.69 - $48.46 $219,156 - $261,005	-5,386 Closed	0 $0
Q3 2018 Oct 19, 2018	SELL	$46.57 - $51.05 $23 Million - $25.3 Million	-494,822 Reduced 98.92%	5,386 $251,000
Q2 2018 Jul 09, 2018	SELL	$47.19 - $55.22 $10,287 - $12,037	-218 Reduced 0.04%	500,208 $27 Million
Q1 2018 Apr 09, 2018	BUY	$51.79 - $58.91 $1.5 Million - $1.71 Million	28,971 Added 6.15%	500,426 $27 Million
Q4 2017 Feb 13, 2018	BUY	$48.1 - $53.85 $1.03 Million - $1.16 Million	21,504 Added 4.78%	471,455 $24.7 Million
Q3 2017 Nov 01, 2017	BUY	$44.01 - $48.31 $289,321 - $317,589	6,574 Added 1.48%	449,951 $21.7 Million
Q2 2017 Aug 09, 2017	BUY	N/A	443,377	443,377 $19.8 Million

Others Institutions Holding MS

# of Institutions

2,006

Shares Held

1.32B

Call Options Held

32.2M

Put Options Held

31.9M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $170B
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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Polaris Wealth Advisory Group, LLC Morgan Stanley Transaction History