Spire Wealth Management Morgan Stanley Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Morgan Stanley stock. As of the latest transaction made, Spire Wealth Management holds 11,447 shares of MS stock, worth $1.54 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,447

Previous 11,379 0.6%

Holding current value

$1.54 Million

Previous $1.11 Million 7.96%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$92.07 - $106.96 $6,260 - $7,273	68 Added 0.6%	11,447 $1.19 Million
Q2 2024 Jul 31, 2024	SELL	$86.19 - $101.53 $396,301 - $466,834	-4,598 Reduced 28.78%	11,379 $1.11 Million
Q1 2024 Apr 24, 2024	BUY	$83.9 - $94.16 $113,600 - $127,492	1,354 Added 9.26%	15,977 $1.5 Million
Q4 2023 Feb 06, 2024	SELL	$70.4 - $93.66 $91,097 - $121,196	-1,294 Reduced 8.13%	14,623 $1.36 Million
Q3 2023 Nov 08, 2023	BUY	$81.65 - $94.67 $324,803 - $376,597	3,978 Added 33.32%	15,917 $1.3 Million
Q2 2023 Aug 09, 2023	SELL	$81.22 - $91.12 $198,014 - $222,150	-2,438 Reduced 16.96%	11,939 $1.02 Million
Q1 2023 May 09, 2023	BUY	$83.95 - $100.83 $424,619 - $509,998	5,058 Added 54.28%	14,377 $1.26 Million
Q4 2022 Feb 03, 2023	BUY	$75.3 - $93.04 $46,610 - $57,591	619 Added 7.11%	9,319 $792,000
Q3 2022 Nov 07, 2022	SELL	$21.84 - $90.15 $140,147 - $578,492	-6,417 Reduced 42.45%	8,700 $687,000
Q2 2022 Jul 22, 2022	SELL	$72.9 - $90.61 $541,282 - $672,779	-7,425 Reduced 32.94%	15,117 $1.15 Million
Q1 2022 Apr 18, 2022	SELL	$83.31 - $108.73 $7,331 - $9,568	-88 Reduced 0.39%	22,542 $1.97 Million
Q4 2021 Jan 14, 2022	BUY	$94.82 - $104.66 $80,028 - $88,333	844 Added 3.87%	22,630 $2.23 Million
Q3 2021 Oct 22, 2021	BUY	$87.64 - $105.45 $163,623 - $196,875	1,867 Added 9.37%	21,786 $2.12 Million
Q2 2021 Jul 26, 2021	BUY	$77.29 - $93.96 $231,870 - $281,880	3,000 Added 17.73%	19,919 $1.83 Million
Q1 2021 May 21, 2021	BUY	$67.05 - $84.34 $1.13 Million - $1.43 Million	16,919 New	16,919 $1.27 Million

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

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...

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Spire Wealth Management Morgan Stanley Transaction History