A detailed history of Simon Quick Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 48,471 shares of MS stock, worth $6.5 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
48,471
Previous 47,610 1.81%
Holding current value
$6.5 Million
Previous $4.63 Million 9.19%
% of portfolio
0.32%
Previous 0.33%

Shares

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

Oct 15, 2024

BUY
$92.07 - $106.96 $79,272 - $92,092
861 Added 1.81%
48,471 $5.05 Million
Q2 2024

Aug 02, 2024

BUY
$86.19 - $101.53 $101,876 - $120,008
1,182 Added 2.55%
47,610 $4.63 Million
Q1 2024

Apr 19, 2024

BUY
$83.9 - $94.16 $54,115 - $60,733
645 Added 1.41%
46,428 $4.37 Million
Q4 2023

Jan 16, 2024

SELL
$70.4 - $93.66 $48,857 - $65,000
-694 Reduced 1.49%
45,783 $4.27 Million
Q3 2023

Oct 24, 2023

BUY
$81.65 - $94.67 $68,586 - $79,522
840 Added 1.84%
46,477 $3.8 Million
Q2 2023

Aug 01, 2023

BUY
$81.22 - $91.12 $2,436 - $2,733
30 Added 0.07%
45,637 $3.9 Million
Q1 2023

May 15, 2023

BUY
$83.95 - $100.83 $85,461 - $102,644
1,018 Added 2.28%
45,607 $4 Million
Q4 2022

Jan 30, 2023

SELL
$75.3 - $93.04 $5,496 - $6,791
-73 Reduced 0.16%
44,589 $3.79 Million
Q3 2022

Nov 07, 2022

BUY
$21.84 - $90.15 $10,679 - $44,083
489 Added 1.11%
44,662 $3.53 Million
Q2 2022

Aug 08, 2022

BUY
$72.9 - $90.61 $3.11 Million - $3.87 Million
42,709 Added 2917.28%
44,173 $3.81 Million
Q1 2022

May 05, 2022

BUY
$83.31 - $108.73 $113,468 - $148,090
1,362 Added 1335.29%
1,464 $128,000
Q4 2021

Feb 08, 2022

SELL
$94.82 - $104.66 $740,164 - $816,975
-7,806 Reduced 98.71%
102 $10,000
Q3 2021

Oct 27, 2021

BUY
$87.64 - $105.45 $676,405 - $813,863
7,718 Added 4062.11%
7,908 $769,000
Q2 2021

Jul 21, 2021

BUY
$77.29 - $93.96 $6,801 - $8,268
88 Added 86.27%
190 $17,000
Q1 2021

May 06, 2021

SELL
$67.05 - $84.34 $3,955 - $4,976
-59 Reduced 36.65%
102 $7,000
Q4 2020

Jan 27, 2021

SELL
$47.26 - $68.53 $43,290 - $62,773
-916 Reduced 85.05%
161 $11,000
Q3 2020

Oct 26, 2020

BUY
$46.42 - $53.25 $31,101 - $35,677
670 Added 164.62%
1,077 $52,000
Q2 2020

Aug 04, 2020

SELL
$31.62 - $50.4 $127,555 - $203,313
-4,034 Reduced 90.84%
407 $20,000
Q1 2020

Apr 09, 2020

BUY
$27.81 - $57.51 $32,426 - $67,056
1,166 Added 35.6%
4,441 $151,000
Q4 2019

Jan 06, 2020

SELL
$39.82 - $51.12 $122,247 - $156,938
-3,070 Reduced 48.38%
3,275 $167,000
Q3 2019

Oct 16, 2019

BUY
$39.1 - $45.74 $224,394 - $262,501
5,739 Added 947.03%
6,345 $271,000
Q2 2019

Aug 05, 2019

BUY
$40.69 - $48.46 $18,107 - $21,564
445 Added 276.4%
606 $0
Q4 2018

Jan 29, 2019

BUY
$37.01 - $47.27 $5,958 - $7,610
161 New
161 $6,000
Q3 2018

Oct 29, 2018

SELL
$46.57 - $51.05 $82,382 - $90,307
-1,769 Closed
0 $0
Q2 2018

Aug 10, 2018

SELL
$47.19 - $55.22 $1.55 Million - $1.81 Million
-32,812 Reduced 94.88%
1,769 $83,000
Q1 2018

May 07, 2018

SELL
$51.79 - $58.91 $134,446 - $152,930
-2,596 Reduced 6.98%
34,581 $1.87 Million
Q4 2017

Feb 13, 2018

SELL
$48.1 - $53.85 $401,105 - $449,055
-8,339 Reduced 18.32%
37,177 $2.1 Million
Q3 2017

Nov 06, 2017

BUY
$44.01 - $48.31 $83,398 - $91,547
1,895 Added 4.34%
45,516 $2.19 Million
Q2 2017

Aug 11, 2017

BUY
N/A
43,621
43,621 $1.94 Million

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $227B
  • 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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