Sowell Financial Services LLC Morgan Stanley Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Morgan Stanley stock. As of the latest transaction made, Sowell Financial Services LLC holds 22,331 shares of MS stock, worth $2.94 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
22,331
Previous 22,720 1.71%
Holding current value
$2.94 Million
Previous $2.21 Million 5.39%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 04, 2024
SELL
$92.07 - $106.96 $35,815 - $41,607
-389 Reduced 1.71%
22,331 $2.33 Million
Q2 2024

Aug 13, 2024
SELL
$86.19 - $101.53 $18,272 - $21,524
-212 Reduced 0.92%
22,720 $2.21 Million
Q1 2024

May 03, 2024
BUY
$83.9 - $94.16 $27,183 - $30,507
324 Added 1.43%
22,932 $2.16 Million
Q4 2023

Jan 24, 2024
SELL
$70.4 - $93.66 $406,982 - $541,448
-5,781 Reduced 20.36%
22,608 $2.11 Million
Q3 2023

Nov 08, 2023
BUY
$81.65 - $94.67 $321,619 - $372,905
3,939 Added 16.11%
28,389 $2.32 Million
Q2 2023

Aug 14, 2023
BUY
$81.22 - $91.12 $692,562 - $776,980
8,527 Added 53.55%
24,450 $2.09 Million
Q1 2023

May 12, 2023
SELL
$83.95 - $100.83 $458,115 - $550,229
-5,457 Reduced 25.52%
15,923 $1.4 Million
Q4 2022

Feb 09, 2023
BUY
$75.3 - $93.04 $517,988 - $640,022
6,879 Added 47.44%
21,380 $1.82 Million
Q3 2022

Nov 15, 2022
SELL
$21.84 - $90.15 $66,612 - $274,957
-3,050 Reduced 17.38%
14,501 $1.15 Million
Q2 2022

Aug 15, 2022
BUY
$72.9 - $90.61 $475,964 - $591,592
6,529 Added 59.24%
17,551 $1.34 Million
Q1 2022

May 13, 2022
SELL
$83.31 - $108.73 $1.58 Million - $2.06 Million
-18,922 Reduced 63.19%
11,022 $933,000
Q4 2021

Feb 09, 2022
BUY
$94.82 - $104.66 $65,615 - $72,424
692 Added 2.37%
29,944 $2.94 Million
Q3 2021

Nov 04, 2021
SELL
$87.64 - $105.45 $349,157 - $420,112
-3,984 Reduced 11.99%
29,252 $2.85 Million
Q2 2021

Aug 05, 2021
SELL
$77.29 - $93.96 $436,920 - $531,155
-5,653 Reduced 14.54%
33,236 $3.05 Million
Q1 2021

May 07, 2021
SELL
$67.05 - $84.34 $169,033 - $212,621
-2,521 Reduced 6.09%
38,889 $3.38 Million
Q4 2020

Jan 13, 2021
SELL
$47.26 - $68.53 $7,561 - $10,964
-160 Reduced 0.38%
41,410 $2.84 Million
Q3 2020

Nov 12, 2020
BUY
$46.42 - $53.25 $1.1 Million - $1.26 Million
23,754 Added 133.33%
41,570 $2.01 Million
Q2 2020

Aug 13, 2020
BUY
$31.62 - $50.4 $186,842 - $297,813
5,909 Added 49.63%
17,816 $861,000
Q1 2020

May 12, 2020
BUY
$27.81 - $57.51 $4,115 - $8,511
148 Added 1.26%
11,907 $405,000
Q4 2019

Feb 07, 2020
BUY
$39.82 - $51.12 $176,641 - $226,768
4,436 Added 60.58%
11,759 $601,000
Q3 2019

Nov 14, 2019
BUY
$39.1 - $45.74 $4,340 - $5,077
111 Added 1.54%
7,323 $312,000
Q1 2019

May 15, 2019
SELL
$39.68 - $44.49 $115,230 - $129,198
-2,904 Reduced 28.71%
7,212 $0
Q4 2018

Mar 05, 2019
BUY
$37.01 - $47.27 $35,640 - $45,521
963 Added 10.52%
10,116 $401,000
Q3 2018

Nov 13, 2018
BUY
$46.57 - $51.05 $46 - $51
1 Added 0.01%
9,153 $426,000
Q2 2018

Aug 14, 2018
BUY
$47.19 - $55.22 $32,089 - $37,549
680 Added 8.03%
9,152 $433,000
Q1 2018

May 10, 2018
SELL
$51.79 - $58.91 $41,742 - $47,481
-806 Reduced 8.69%
8,472 $438,000
Q4 2017

Jan 29, 2018
SELL
$48.1 - $53.85 $465,078 - $520,675
-9,669 Reduced 51.03%
9,278 $518,000
Q3 2017

Nov 07, 2017
BUY
$44.01 - $48.31 $833,857 - $915,329
18,947
18,947 $940,000

Others Institutions Holding MS

# of Institutions
2,122
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 $223B
  • 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 Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email