Sculati Wealth Management, LLC Morgan Stanley Transaction History

Sculati Wealth Management, LLC

$231 Million
Q1 2024

A detailed history of Sculati Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 35,013 shares of MS stock, worth $3.4 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

35,013

Previous 36,415 3.85%

Holding current value

$3.4 Million

Previous $3.4 Million 2.92%

% of portfolio

1.43%

Previous 1.59%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$83.9 - $94.16 $117,627 - $132,012	-1,402 Reduced 3.85%	35,013 $3.3 Million
Q4 2023 Feb 12, 2024	SELL	$70.4 - $93.66 $2,464 - $3,278	-35 Reduced 0.1%	36,415 $3.4 Million
Q3 2023 Nov 09, 2023	SELL	$81.65 - $94.67 $9,144 - $10,603	-112 Reduced 0.31%	36,450 $2.98 Million
Q2 2023 Aug 11, 2023	SELL	$81.22 - $91.12 $34,924 - $39,181	-430 Reduced 1.16%	36,562 $3.12 Million
Q1 2023 May 05, 2023	SELL	$83.95 - $100.83 $31,481 - $37,811	-375 Reduced 1.0%	36,992 $3.25 Million

Q4 2022 Feb 10, 2023	SELL	$75.3 - $93.04 $120,480 - $148,864	-1,600 Reduced 4.11%	37,367 $3.18 Million
Q3 2022 Nov 15, 2022	BUY	$21.84 - $90.15 $51,127 - $211,041	2,341 Added 6.39%	38,967 $3.08 Million
Q2 2022 Aug 09, 2022	BUY	$72.9 - $90.61 $11,299 - $14,044	155 Added 0.42%	36,626 $2.79 Million
Q1 2022 May 10, 2022	BUY	$83.31 - $108.73 $26,242 - $34,249	315 Added 0.87%	36,471 $3.19 Million
Q4 2021 Feb 07, 2022	BUY	$94.82 - $104.66 $31,100 - $34,328	328 Added 0.92%	36,156 $3.55 Million
Q3 2021 Nov 02, 2021	SELL	$87.64 - $105.45 $54,336 - $65,379	-620 Reduced 1.7%	35,828 $3.49 Million
Q2 2021 Aug 13, 2021	SELL	$77.29 - $93.96 $5,796 - $7,046	-75 Reduced 0.21%	36,448 $3.34 Million
Q1 2021 May 14, 2021	SELL	$67.05 - $84.34 $2,749 - $3,457	-41 Reduced 0.11%	36,523 $2.84 Million
Q4 2020 Feb 10, 2021	BUY	$47.26 - $68.53 $7,089 - $10,279	150 Added 0.41%	36,564 $2.51 Million
Q3 2020 Nov 13, 2020	BUY	$46.42 - $53.25 $90,519 - $103,837	1,950 Added 5.66%	36,414 $1.76 Million
Q2 2020 Aug 14, 2020	BUY	$31.62 - $50.4 $4,648 - $7,408	147 Added 0.43%	34,464 $1.67 Million
Q1 2020 May 22, 2020	BUY	$27.81 - $57.51 $60,792 - $125,716	2,186 Added 6.8%	34,317 $1.17 Million
Q4 2019 Feb 13, 2020	BUY	$39.82 - $51.12 $1.28 Million - $1.64 Million	32,131 New	32,131 $1.64 Million

Others Institutions Holding MS

# of Institutions

2,005

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 $165B
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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Sculati Wealth Management, LLC Morgan Stanley Transaction History