Soa Wealth Advisors, Llc. Morgan Stanley Transaction History

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Morgan Stanley stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,017 shares of MS stock, worth $125,538. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,017
Previous 1,017 -0.0%
Holding current value
$125,538
Previous $106,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 08, 2024
BUY
$92.07 - $106.96 $184 - $213
2 Added 0.2%
1,017 $106,000
Q2 2024

Jul 17, 2024
BUY
$86.19 - $101.53 $172 - $203
2 Added 0.2%
1,015 $98,000
Q1 2024

Apr 10, 2024
BUY
$83.9 - $94.16 $167 - $188
2 Added 0.2%
1,013 $95,000
Q4 2023

Jan 10, 2024
BUY
$70.4 - $93.66 $140 - $187
2 Added 0.2%
1,011 $94,000
Q3 2023

Oct 10, 2023
BUY
$81.65 - $94.67 $163 - $189
2 Added 0.2%
1,009 $82,000
Q2 2023

Jul 07, 2023
BUY
$81.22 - $91.12 $22,985 - $25,786
283 Added 39.09%
1,007 $85,000
Q1 2023

Apr 28, 2023
BUY
$83.95 - $100.83 $4,197 - $5,041
50 Added 7.42%
724 $63,000
Q4 2022

Jan 10, 2023
BUY
$75.3 - $93.04 $150 - $186
2 Added 0.3%
674 $0
Q3 2022

Oct 07, 2022
BUY
$21.84 - $90.15 $43 - $180
2 Added 0.3%
672 $53,000
Q2 2022

Jul 13, 2022
SELL
$72.9 - $90.61 $947 - $1,177
-13 Reduced 1.9%
670 $50,000
Q1 2022

Apr 07, 2022
BUY
$83.31 - $108.73 $83 - $108
1 Added 0.15%
683 $59,000
Q4 2021

Jan 13, 2022
BUY
$94.82 - $104.66 $189 - $209
2 Added 0.29%
682 $67,000
Q3 2021

Oct 12, 2021
BUY
$87.64 - $105.45 $87 - $105
1 Added 0.15%
680 $66,000
Q2 2021

Jul 14, 2021
SELL
$77.29 - $93.96 $4,173 - $5,073
-54 Reduced 7.37%
679 $62,000
Q1 2021

Apr 26, 2021
BUY
$67.05 - $84.34 $134 - $168
2 Added 0.27%
733 $56,000
Q4 2020

Mar 10, 2021
BUY
$47.26 - $68.53 $34,547 - $50,095
731 New
731 $54,000

Others Institutions Holding MS

# of Institutions
2,123
Shares Held
1.31B
Call Options Held
26.3M
Put Options Held
29.4M
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 $209B
  • 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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