Strategic Wealth Partners, Ltd. Morgan Stanley Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Morgan Stanley stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 6,119 shares of MS stock, worth $594,705. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,119
Previous 5,091 20.19%
Holding current value
$594,705
Previous $474,000 21.52%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 20, 2024
BUY
$83.9 - $94.16 $86,249 - $96,796
1,028 Added 20.19%
6,119 $576,000
Q4 2023

May 20, 2024
SELL
$70.4 - $93.66 $29,216 - $38,868
-415 Reduced 7.54%
5,091 $474,000
Q3 2023

May 20, 2024
BUY
$81.65 - $94.67 $19,922 - $23,099
244 Added 4.64%
5,506 $449,000
Q2 2023

May 20, 2024
BUY
$81.22 - $91.12 $13,807 - $15,490
170 Added 3.34%
5,262 $449,000
Q1 2023

Apr 24, 2023
SELL
$83.95 - $100.83 $95,703 - $114,946
-1,140 Reduced 18.29%
5,092 $447,000
Q4 2022

Apr 24, 2023
BUY
$75.3 - $93.04 $76,354 - $94,342
1,014 Added 19.43%
6,232 $529,000
Q3 2022

Apr 24, 2023
BUY
$21.84 - $90.15 $15,506 - $64,006
710 Added 15.75%
5,218 $412,000
Q2 2022

Aug 22, 2022
SELL
$72.9 - $90.61 $37,179 - $46,211
-510 Reduced 10.16%
4,508 $343,000
Q1 2022

May 19, 2022
BUY
$83.31 - $108.73 $29,158 - $38,055
350 Added 7.5%
5,018 $438,000
Q4 2021

Feb 11, 2022
BUY
$94.82 - $104.66 $30,247 - $33,386
319 Added 7.34%
4,668 $458,000
Q3 2021

Nov 12, 2021
BUY
$87.64 - $105.45 $148,023 - $178,105
1,689 Added 63.5%
4,349 $423,000
Q1 2021

May 24, 2021
SELL
$67.05 - $84.34 $20,115 - $25,302
-300 Reduced 10.14%
2,660 $207,000
Q4 2020

Feb 18, 2021
BUY
$47.26 - $68.53 $139,889 - $202,848
2,960 New
2,960 $203,000
Q2 2020

Aug 11, 2020
SELL
$31.62 - $50.4 $153,072 - $243,986
-4,841 Closed
0 $0
Q4 2019

Jan 30, 2020
SELL
$39.82 - $51.12 $200,533 - $257,440
-5,036 Reduced 50.99%
4,841 $247,000
Q3 2019

Oct 28, 2019
SELL
$39.1 - $45.74 $529,844 - $619,822
-13,551 Reduced 57.84%
9,877 $214 Million
Q2 2019

Aug 06, 2019
BUY
$40.69 - $48.46 $91,552 - $109,035
2,250 Added 10.62%
23,428 $1.03 Million
Q1 2019

May 14, 2019
BUY
$39.68 - $44.49 $181,655 - $203,675
4,578 Added 27.58%
21,178 $919,000
Q4 2018

Jan 24, 2019
BUY
$37.01 - $47.27 $614,366 - $784,682
16,600 New
16,600 $658,000
Q3 2018

Dec 06, 2018
SELL
$46.57 - $51.05 $2,375 - $2,603
-51 Closed
0 $0
Q1 2018

Jul 13, 2018
BUY
$51.79 - $58.91 $2,641 - $3,004
51 New
51 $3,000

Others Institutions Holding MS

# of Institutions
2,005
Shares Held
1.32B
Call Options Held
32.2M
Put Options Held
31.9M
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 $165B
  • 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 Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email