Strategic Investment Advisors Morgan Stanley Transaction History

Strategic Investment Advisors

$777 Million
Q1 2024

A detailed history of Strategic Investment Advisors transactions in Morgan Stanley stock. As of the latest transaction made, Strategic Investment Advisors holds 5,873 shares of MS stock, worth $611,320. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,873

Previous 4,533 29.56%

Holding current value

$611,320

Previous $422,000 31.04%

% of portfolio

0.07%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$83.9 - $94.16 $112,426 - $126,174	1,340 Added 29.56%	5,873 $553,000
Q4 2023 Jan 10, 2024	SELL	$70.4 - $93.66 $78,566 - $104,524	-1,116 Reduced 19.76%	4,533 $422,000
Q3 2023 Oct 24, 2023	SELL	$81.65 - $94.67 $4,572 - $5,301	-56 Reduced 0.98%	5,649 $461,000
Q2 2023 Aug 14, 2023	BUY	$81.22 - $91.12 $15,269 - $17,130	188 Added 3.41%	5,705 $487,000
Q1 2023 Apr 27, 2023	SELL	$83.95 - $100.83 $695,022 - $834,771	-8,279 Reduced 60.01%	5,517 $484,000

Q4 2022 Jan 19, 2023	BUY	$75.3 - $93.04 $21,686 - $26,795	288 Added 2.13%	13,796 $0
Q3 2022 Oct 27, 2022	SELL	$21.84 - $90.15 $16,642 - $68,694	-762 Reduced 5.34%	13,508 $1.07 Million
Q2 2022 Aug 15, 2022	BUY	$72.9 - $90.61 $109,422 - $136,005	1,501 Added 11.76%	14,270 $1.09 Million
Q1 2022 Apr 28, 2022	BUY	$83.31 - $108.73 $87,142 - $113,731	1,046 Added 8.92%	12,769 $1.12 Million
Q4 2021 Jan 26, 2022	BUY	$94.82 - $104.66 $61,253 - $67,610	646 Added 5.83%	11,723 $1.15 Million
Q3 2021 Oct 19, 2021	BUY	$87.64 - $105.45 $11,568 - $13,919	132 Added 1.21%	11,077 $1.08 Million
Q2 2021 Jul 22, 2021	BUY	$77.29 - $93.96 $332,965 - $404,779	4,308 Added 64.91%	10,945 $1 Million
Q1 2021 Apr 14, 2021	SELL	$67.05 - $84.34 $58,601 - $73,713	-874 Reduced 11.64%	6,637 $515,000
Q4 2020 Jan 13, 2021	BUY	$47.26 - $68.53 $8,128 - $11,787	172 Added 2.34%	7,511 $515,000
Q3 2020 Oct 14, 2020	BUY	$46.42 - $53.25 $66,473 - $76,254	1,432 Added 24.24%	7,339 $355,000
Q2 2020 Aug 04, 2020	BUY	$31.62 - $50.4 $186,779 - $297,712	5,907 New	5,907 $285,000
Q1 2020 Apr 13, 2020	SELL	$27.81 - $57.51 $140,273 - $290,080	-5,044 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$39.82 - $51.12 $200,852 - $257,849	5,044 New	5,044 $258,000

Others Institutions Holding MS

# of Institutions

2,012

Shares Held

1.32B

Call Options Held

37.2M

Put Options Held

31.9M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $176B
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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Strategic Investment Advisors Morgan Stanley Transaction History