A detailed history of Strategic Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Strategic Advisors LLC holds 16,478 shares of MS stock, worth $1.64 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
16,478
Previous 16,771 1.75%
Holding current value
$1.64 Million
Previous $1.56 Million 0.77%
% of portfolio
0.31%
Previous 0.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$83.9 - $94.16 $24,582 - $27,588
-293 Reduced 1.75%
16,478 $1.55 Million
Q4 2023

Jan 19, 2024

SELL
$70.4 - $93.66 $9,926 - $13,206
-141 Reduced 0.83%
16,771 $1.56 Million
Q3 2023

Oct 13, 2023

BUY
$81.65 - $94.67 $653 - $757
8 Added 0.05%
16,912 $1.38 Million
Q2 2023

Jul 31, 2023

BUY
$81.22 - $91.12 $568 - $637
7 Added 0.04%
16,904 $1.44 Million
Q1 2023

Apr 27, 2023

BUY
$83.95 - $100.83 $503 - $604
6 Added 0.04%
16,897 $1.48 Million
Q4 2022

Jan 23, 2023

BUY
$75.3 - $93.04 $527 - $651
7 Added 0.04%
16,891 $0
Q3 2022

Nov 10, 2022

BUY
$21.84 - $90.15 $3,800 - $15,686
174 Added 1.04%
16,884 $1.33 Million
Q2 2022

Aug 03, 2022

BUY
$72.9 - $90.61 $437 - $543
6 Added 0.04%
16,710 $1.27 Million
Q1 2022

May 10, 2022

BUY
$83.31 - $108.73 $1.39 Million - $1.82 Million
16,704 New
16,704 $1.46 Million

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 $169B
  • 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 Strategic Advisors LLC Portfolio

Follow Strategic Advisors 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 Strategic Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Advisors LLC with notifications on news.