Sky Oak Wealth, LLC Morgan Stanley Transaction History

Sky Oak Wealth, LLC

$417 Million
Q1 2024

A detailed history of Sky Oak Wealth, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 45,385 shares of MS stock, worth $4.41 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

45,385

Previous 43,664 3.94%

Holding current value

$4.41 Million

Previous $4.07 Million 4.96%

% of portfolio

1.02%

Previous 1.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$83.9 - $94.16 $144,391 - $162,049	1,721 Added 3.94%	45,385 $4.27 Million
Q4 2023 Jan 12, 2024	SELL	$70.4 - $93.66 $36,115 - $48,047	-513 Reduced 1.16%	43,664 $4.07 Million
Q3 2023 Oct 24, 2023	SELL	$81.65 - $94.67 $29,965 - $34,743	-367 Reduced 0.82%	44,177 $3.61 Million
Q2 2023 Jul 20, 2023	SELL	$81.22 - $91.12 $75,940 - $85,197	-935 Reduced 2.06%	44,544 $3.8 Million
Q1 2023 May 02, 2023	SELL	$83.95 - $100.83 $52,552 - $63,119	-626 Reduced 1.36%	45,479 $3.99 Million

Q4 2022 Jan 26, 2023	SELL	$75.3 - $93.04 $82,980 - $102,530	-1,102 Reduced 2.33%	46,105 $0
Q3 2022 Oct 25, 2022	SELL	$21.84 - $90.15 $12,907 - $53,278	-591 Reduced 1.24%	47,207 $3.73 Million
Q2 2022 Jul 26, 2022	SELL	$72.9 - $90.61 $54,966 - $68,319	-754 Reduced 1.55%	47,798 $3.64 Million
Q1 2022 Apr 18, 2022	BUY	$83.31 - $108.73 $60,399 - $78,829	725 Added 1.52%	48,552 $4.24 Million
Q4 2021 Jan 24, 2022	BUY	$94.82 - $104.66 $55,659 - $61,435	587 Added 1.24%	47,827 $4.7 Million
Q3 2021 Oct 21, 2021	SELL	$87.64 - $105.45 $15,599 - $18,770	-178 Reduced 0.38%	47,240 $4.6 Million
Q2 2021 Jul 19, 2021	BUY	$77.29 - $93.96 $4,714 - $5,731	61 Added 0.13%	47,418 $4.35 Million
Q1 2021 Apr 29, 2021	BUY	$67.05 - $84.34 $66,647 - $83,833	994 Added 2.14%	47,357 $3.92 Million
Q4 2020 Feb 02, 2021	SELL	$47.26 - $68.53 $67,298 - $97,586	-1,424 Reduced 2.98%	46,363 $3.18 Million
Q3 2020 Nov 03, 2020	BUY	$46.42 - $53.25 $2.22 Million - $2.54 Million	47,787 New	47,787 $2.31 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...

More about MS

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Sky Oak Wealth, LLC Morgan Stanley Transaction History