Rocky Mountain Advisers, LLC Morgan Stanley Transaction History

Rocky Mountain Advisers, LLC

  • $122 Million
  • Q3 2024

A detailed history of Rocky Mountain Advisers, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Rocky Mountain Advisers, LLC holds 791 shares of MS stock, worth $106,777. This represents 0.07% of its overall portfolio holdings.

Number of Shares
791
Previous 785 0.76%
Holding current value
$106,777
Previous $76,000 7.89%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 01, 2024
BUY
$92.07 - $106.96 $552 - $641
6 Added 0.76%
791 $82,000
Q2 2024

Aug 06, 2024
BUY
$86.19 - $101.53 $517 - $609
6 Added 0.77%
785 $76,000
Q1 2024

Apr 26, 2024
BUY
$83.9 - $94.16 $503 - $564
6 Added 0.78%
779 $73,000
Q4 2023

Jan 24, 2024
BUY
$70.4 - $93.66 $563 - $749
8 Added 1.05%
773 $72,000
Q3 2023

Oct 31, 2023
SELL
$81.65 - $94.67 $1,714 - $1,988
-21 Reduced 2.67%
765 $62,000
Q1 2023

Apr 19, 2023
BUY
$83.95 - $100.83 $419 - $504
5 Added 0.64%
786 $69,000
Q4 2022

Feb 01, 2023
BUY
$75.3 - $93.04 $451 - $558
6 Added 0.77%
781 $66,000
Q3 2022

Oct 17, 2022
BUY
$21.84 - $90.15 $109 - $450
5 Added 0.65%
775 $61,000
Q2 2022

Jul 26, 2022
BUY
$72.9 - $90.61 $437 - $543
6 Added 0.79%
770 $59,000
Q1 2022

Apr 27, 2022
BUY
$83.31 - $108.73 $333 - $434
4 Added 0.53%
764 $67,000
Q4 2021

Feb 09, 2022
BUY
$94.82 - $104.66 $379 - $418
4 Added 0.53%
760 $75,000
Q3 2021

Oct 26, 2021
BUY
$87.64 - $105.45 $438 - $527
5 Added 0.67%
756 $74,000
Q2 2021

Jul 22, 2021
BUY
$77.29 - $93.96 $154 - $187
2 Added 0.27%
751 $69,000
Q1 2021

Apr 27, 2021
BUY
$67.05 - $84.34 $2,413 - $3,036
36 Added 5.05%
749 $58,000
Q4 2020

Jan 22, 2021
BUY
$47.26 - $68.53 $189 - $274
4 Added 0.56%
713 $49,000
Q3 2020

Oct 21, 2020
BUY
$46.42 - $53.25 $185 - $213
4 Added 0.57%
709 $34,000
Q2 2020

Jul 27, 2020
BUY
$31.62 - $50.4 $158 - $252
5 Added 0.71%
705 $34,000
Q1 2020

Apr 29, 2020
BUY
$27.81 - $57.51 $19,467 - $40,257
700 New
700 $24,000

Others Institutions Holding MS

# of Institutions
2,122
Shares Held
1.31B
Call Options Held
26.3M
Put Options Held
29.4M
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 $229B
  • 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 Rocky Mountain Advisers, LLC Portfolio

Follow Rocky Mountain Advisers, 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 Rocky Mountain Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rocky Mountain Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email