A detailed history of Quantum Financial Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 3,435 shares of MS stock, worth $415,772. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,435
Previous 3,567 3.7%
Holding current value
$415,772
Previous $346,000 3.47%
% of portfolio
0.09%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
$92.07 - $106.96 $12,153 - $14,118
-132 Reduced 3.7%
3,435 $358,000
Q1 2024

Apr 26, 2024

SELL
$83.9 - $94.16 $251 - $282
-3 Reduced 0.08%
3,567 $335,000
Q4 2023

Jan 08, 2024

SELL
$70.4 - $93.66 $48,716 - $64,812
-692 Reduced 16.24%
3,570 $332,000
Q3 2023

Nov 29, 2023

BUY
$81.65 - $94.67 $56,501 - $65,511
692 Added 19.38%
4,262 $348,000
Q4 2022

Jan 17, 2023

BUY
$75.3 - $93.04 $1,506 - $1,860
20 Added 0.56%
3,570 $0
Q3 2022

Oct 24, 2022

BUY
$21.84 - $90.15 $109 - $450
5 Added 0.14%
3,550 $281,000
Q2 2022

Aug 15, 2022

BUY
$72.9 - $90.61 $258,430 - $321,212
3,545 New
3,545 $315,000

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $205B
  • 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 Quantum Financial Advisors, LLC Portfolio

Follow Quantum 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 Quantum Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Advisors, LLC with notifications on news.