Shulman De Meo Asset Management LLC Morgan Stanley Transaction History

Shulman De Meo Asset Management LLC

  • $383 Million
  • Q2 2024

A detailed history of Shulman De Meo Asset Management LLC transactions in Morgan Stanley stock. As of the latest transaction made, Shulman De Meo Asset Management LLC holds 7,733 shares of MS stock, worth $808,639. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,733
Previous 7,757 0.31%
Holding current value
$808,639
Previous $730,000 2.88%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Jul 17, 2024
SELL
$86.19 - $101.53 $2,068 - $2,436
-24 Reduced 0.31%
7,733 $751,000
Q1 2024

Apr 15, 2024
BUY
$83.9 - $94.16 $4,027 - $4,519
48 Added 0.62%
7,757 $730,000
Q4 2023

Jan 11, 2024
BUY
$70.4 - $93.66 $19,712 - $26,224
280 Added 3.77%
7,709 $718,000
Q3 2023

Oct 19, 2023
SELL
$81.65 - $94.67 $81,323 - $94,291
-996 Reduced 11.82%
7,429 $606,000
Q2 2023

Jul 26, 2023
SELL
$81.22 - $91.12 $14,538 - $16,310
-179 Reduced 2.08%
8,425 $719,000
Q1 2023

Apr 14, 2023
SELL
$83.95 - $100.83 $12,256 - $14,721
-146 Reduced 1.67%
8,604 $755,000
Q4 2022

Jan 23, 2023
BUY
$75.3 - $93.04 $5,496 - $6,791
73 Added 0.84%
8,750 $0
Q3 2022

Oct 18, 2022
BUY
$21.84 - $90.15 $1,266 - $5,228
58 Added 0.67%
8,677 $686,000
Q2 2022

Jul 22, 2022
BUY
$72.9 - $90.61 $4,301 - $5,345
59 Added 0.69%
8,619 $656,000
Q1 2022

Apr 27, 2022
BUY
$83.31 - $108.73 $3,915 - $5,110
47 Added 0.55%
8,560 $748,000
Q4 2021

Jan 28, 2022
SELL
$94.82 - $104.66 $2,086 - $2,302
-22 Reduced 0.26%
8,513 $836,000
Q3 2021

Oct 26, 2021
BUY
$87.64 - $105.45 $748,007 - $900,015
8,535 New
8,535 $831,000
Q2 2021

Jul 21, 2021
SELL
$77.29 - $93.96 $649,004 - $788,982
-8,397 Closed
0 $0
Q1 2021

Apr 26, 2021
SELL
$67.05 - $84.34 $99,636 - $125,329
-1,486 Reduced 15.04%
8,397 $652,000
Q4 2020

Jan 13, 2021
BUY
$47.26 - $68.53 $2,599 - $3,769
55 Added 0.56%
9,883 $677,000
Q3 2020

Nov 02, 2020
BUY
$46.42 - $53.25 $1,856 - $2,130
40 Added 0.41%
9,828 $475,000
Q2 2020

Jul 21, 2020
BUY
$31.62 - $50.4 $1,928 - $3,074
61 Added 0.63%
9,788 $473,000
Q1 2020

Apr 10, 2020
BUY
$27.81 - $57.51 $14,961 - $30,940
538 Added 5.85%
9,727 $331,000
Q4 2019

Jan 15, 2020
BUY
$39.82 - $51.12 $1,274 - $1,635
32 Added 0.35%
9,189 $470,000
Q3 2019

Oct 30, 2019
SELL
$39.1 - $45.74 $13,763 - $16,100
-352 Reduced 3.7%
9,157 $391,000
Q2 2019

Jul 18, 2019
BUY
$40.69 - $48.46 $1,831 - $2,180
45 Added 0.48%
9,509 $417,000
Q1 2019

May 01, 2019
BUY
$39.68 - $44.49 $375,531 - $421,053
9,464 New
9,464 $399,000

Others Institutions Holding MS

# of Institutions
2,063
Shares Held
1.33B
Call Options Held
26.5M
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 $177B
  • 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
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