Sendero Wealth Management, LLC Morgan Stanley Transaction History

Sendero Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 27, 2023	SELL	$83.95 - $100.83 $172,517 - $207,205	-2,055 Reduced 27.2%	5,499 $482,000
Q4 2022 Feb 01, 2023	SELL	$75.3 - $93.04 $77,257 - $95,459	-1,026 Reduced 11.96%	7,554 $642,000
Q3 2022 Oct 27, 2022	BUY	$21.84 - $90.15 $49,423 - $204,009	2,263 Added 35.82%	8,580 $678,000
Q2 2022 Aug 09, 2022	BUY	$72.9 - $90.61 $194,934 - $242,291	2,674 Added 73.4%	6,317 $480,000
Q1 2022 May 06, 2022	SELL	$83.31 - $108.73 $109,219 - $142,545	-1,311 Reduced 26.46%	3,643 $318,000
Q4 2021 Feb 15, 2022	BUY	$94.82 - $104.66 $469,738 - $518,485	4,954 New	4,954 $486,000

2,123

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $222B
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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