Sunbelt Securities, Inc. Morgan Stanley Transaction History

Sunbelt Securities, Inc.

$924 Million
Q3 2024

A detailed history of Sunbelt Securities, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 7,209 shares of MS stock, worth $872,577. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,209

Previous 7,441 3.12%

Holding current value

$872,577

Previous $723,000 3.87%

% of portfolio

0.08%

Previous 0.08%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 18, 2024	SELL	$92.07 - $106.96 $21,360 - $24,814	-232 Reduced 3.12%	7,209 $751,000
Q2 2024 Aug 15, 2024	BUY	$86.19 - $101.53 $2,585 - $3,045	30 Added 0.4%	7,441 $723,000
Q1 2024 Apr 15, 2024	BUY	$83.9 - $94.16 $13,340 - $14,971	159 Added 2.19%	7,411 $697,000
Q4 2023 Feb 14, 2024	BUY	$70.4 - $93.66 $13,939 - $18,544	198 Added 2.81%	7,252 $676,000
Q3 2023 Dec 11, 2023	BUY	$81.65 - $94.67 $3,021 - $3,502	37 Added 0.53%	7,054 $576,000
Q2 2023 Aug 15, 2023	BUY	$81.22 - $91.12 $33,625 - $37,723	414 Added 6.27%	7,017 $599,000
Q1 2023 May 17, 2023	BUY	$83.95 - $100.83 $3,190 - $3,831	38 Added 0.58%	6,603 $579,000
Q4 2022 Feb 08, 2023	BUY	$75.3 - $93.04 $37,650 - $46,520	500 Added 8.24%	6,565 $558,000
Q3 2022 Nov 21, 2022	SELL	$21.84 - $90.15 $8,583 - $35,428	-393 Reduced 6.09%	6,065 $479,000
Q2 2022 Oct 03, 2022	BUY	$72.9 - $90.61 $127,866 - $158,929	1,754 Added 37.29%	6,458 $491,000
Q1 2022 May 16, 2022	BUY	$83.31 - $108.73 $17,245 - $22,507	207 Added 4.6%	4,704 $425,000
Q4 2021 Feb 14, 2022	BUY	$94.82 - $104.66 $117,766 - $129,987	1,242 Added 38.16%	4,497 $478,000
Q2 2021 Jul 29, 2021	BUY	$77.29 - $93.96 $38,722 - $47,073	501 Added 18.19%	3,255 $297,000
Q1 2021 May 27, 2021	BUY	$67.05 - $84.34 $184,655 - $232,272	2,754 New	2,754 $214,000
Q1 2020 May 15, 2020	SELL	$27.81 - $57.51 $207,462 - $429,024	-7,460 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$39.82 - $51.12 $7,565 - $9,712	-190 Reduced 2.48%	7,460 $95.3 Million
Q3 2019 Nov 15, 2019	BUY	$39.1 - $45.74 $66,861 - $78,215	1,710 Added 28.79%	7,650 $326,000
Q2 2019 Aug 01, 2019	BUY	$40.69 - $48.46 $4,435 - $5,282	109 Added 1.87%	5,940 $260,000
Q1 2019 May 15, 2019	BUY	$39.68 - $44.49 $11,388 - $12,768	287 Added 5.18%	5,831 $246,000
Q4 2018 Feb 14, 2019	BUY	$37.01 - $47.27 $15,655 - $19,995	423 Added 8.26%	5,544 $220,000
Q3 2018 Nov 14, 2018	BUY	$46.57 - $51.05 $16,904 - $18,531	363 Added 7.63%	5,121 $238,000
Q2 2018 Aug 08, 2018	BUY	$47.19 - $55.22 $94 - $110	2 Added 0.04%	4,758 $226,000
Q1 2018 May 09, 2018	BUY	$51.79 - $58.91 $246,313 - $280,175	4,756 New	4,756 $257,000

Others Institutions Holding MS

# of Institutions

2,124

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 $205B
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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Sunbelt Securities, Inc. Morgan Stanley Transaction History