A detailed history of Sound Income Strategies, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Sound Income Strategies, LLC holds 1,007 shares of MS stock, worth $135,632. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,007
Previous 1,045 3.64%
Holding current value
$135,632
Previous $101,000 2.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

SELL
$92.07 - $106.96 $3,498 - $4,064
-38 Reduced 3.64%
1,007 $104,000
Q2 2024

Jul 12, 2024

SELL
$86.19 - $101.53 $172 - $203
-2 Reduced 0.19%
1,045 $101,000
Q1 2024

Apr 15, 2024

BUY
$83.9 - $94.16 $6,544 - $7,344
78 Added 8.05%
1,047 $98,000
Q4 2023

Jan 10, 2024

SELL
$70.4 - $93.66 $985 - $1,311
-14 Reduced 1.42%
969 $90,000
Q3 2023

Oct 12, 2023

SELL
$81.65 - $94.67 $3,674 - $4,260
-45 Reduced 4.38%
983 $80,000
Q2 2023

Jul 10, 2023

BUY
$81.22 - $91.12 $4,629 - $5,193
57 Added 5.87%
1,028 $87,000
Q1 2023

Apr 10, 2023

SELL
$83.95 - $100.83 $9,654 - $11,595
-115 Reduced 10.59%
971 $85,000
Q4 2022

Jan 11, 2023

BUY
$75.3 - $93.04 $21,912 - $27,074
291 Added 36.6%
1,086 $0
Q3 2022

Oct 18, 2022

BUY
$21.84 - $90.15 $9,871 - $40,747
452 Added 131.78%
795 $63,000
Q2 2022

Jul 11, 2022

BUY
$72.9 - $90.61 $11,007 - $13,682
151 Added 78.65%
343 $26,000
Q1 2022

Apr 11, 2022

BUY
$83.31 - $108.73 $333 - $434
4 Added 2.13%
192 $17,000
Q3 2021

Oct 12, 2021

BUY
$87.64 - $105.45 $87 - $105
1 Added 0.53%
188 $18,000
Q2 2021

Jul 13, 2021

BUY
$77.29 - $93.96 $8,501 - $10,335
110 Added 142.86%
187 $17,000
Q1 2021

Apr 14, 2021

BUY
$67.05 - $84.34 $3,888 - $4,891
58 Added 305.26%
77 $5,000
Q4 2019

Jan 07, 2020

BUY
$39.82 - $51.12 $756 - $971
19 New
19 $1,000
Q4 2019

Jan 06, 2020

SELL
$39.82 - $51.12 $756 - $971
-19 Closed
0 $0
Q1 2018

May 15, 2018

SELL
$51.79 - $58.91 $466 - $530
-9 Reduced 32.14%
19 $1,000
Q4 2017

Feb 14, 2018

BUY
$48.1 - $53.85 $1,346 - $1,507
28
28 $1,000

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 $228B
  • 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
Track This Portfolio

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.