Regal Investment Advisors LLC Morgan Stanley Transaction History

Regal Investment Advisors LLC

  • $1.49 Billion
  • Q2 2024

A detailed history of Regal Investment Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Regal Investment Advisors LLC holds 7,085 shares of MS stock, worth $846,232. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,085
Previous 7,112 0.38%
Holding current value
$846,232
Previous $669,000 2.84%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 14, 2024
SELL
$86.19 - $101.53 $2,327 - $2,741
-27 Reduced 0.38%
7,085 $688,000
Q1 2024

May 15, 2024
BUY
$83.9 - $94.16 $260,425 - $292,272
3,104 Added 77.45%
7,112 $669,000
Q4 2023

Feb 14, 2024
BUY
$70.4 - $93.66 $9,011 - $11,988
128 Added 3.3%
4,008 $373,000
Q3 2023

Nov 13, 2023
SELL
$81.65 - $94.67 $1,877 - $2,177
-23 Reduced 0.59%
3,880 $316,000
Q2 2023

Aug 11, 2023
SELL
$81.22 - $91.12 $110,053 - $123,467
-1,355 Reduced 25.77%
3,903 $333,000
Q1 2023

May 11, 2023
SELL
$83.95 - $100.83 $16,957 - $20,367
-202 Reduced 3.7%
5,258 $461,000
Q4 2022

Mar 01, 2023
SELL
$75.3 - $93.04 $8,132 - $10,048
-108 Reduced 1.94%
5,460 $464,000
Q3 2022

Nov 15, 2022
BUY
$21.84 - $90.15 $327 - $1,352
15 Added 0.27%
5,568 $440,000
Q1 2022

May 09, 2022
SELL
$83.31 - $108.73 $416 - $543
-5 Reduced 0.09%
5,553 $486,000
Q4 2021

Feb 10, 2022
BUY
$94.82 - $104.66 $4,930 - $5,442
52 Added 0.94%
5,558 $546,000
Q2 2021

Aug 09, 2021
BUY
$77.29 - $93.96 $425,558 - $517,343
5,506 New
5,506 $505,000
Q1 2021

May 12, 2021
SELL
$67.05 - $84.34 $409,072 - $514,558
-6,101 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$47.26 - $68.53 $288,333 - $418,101
6,101 New
6,101 $418,000
Q3 2020

Nov 13, 2020
SELL
$46.42 - $53.25 $302,658 - $347,190
-6,520 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$31.62 - $50.4 $206,162 - $328,608
6,520 New
6,520 $315,000
Q1 2020

May 12, 2020
SELL
$27.81 - $57.51 $108,681 - $224,749
-3,908 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$39.82 - $51.12 $155,616 - $199,776
3,908 New
3,908 $200,000
Q4 2018

Feb 04, 2019
SELL
$37.01 - $47.27 $175,945 - $224,721
-4,754 Closed
0 $0
Q3 2018

Nov 05, 2018
BUY
$46.57 - $51.05 $221,393 - $242,691
4,754 New
4,754 $221,000
Q2 2018

Aug 10, 2018
SELL
$47.19 - $55.22 $211,316 - $247,275
-4,478 Closed
0 $0
Q4 2017

Feb 06, 2018
SELL
$48.1 - $53.85 $2,693 - $3,015
-56 Reduced 1.24%
4,478 $235,000
Q3 2017

Nov 08, 2017
BUY
$44.01 - $48.31 $199,541 - $219,037
4,534
4,534 $218,000

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 Regal Investment Advisors LLC Portfolio

Follow Regal Investment 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 Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email