Tiedemann Advisors, LLC Morgan Stanley Transaction History

Tiedemann Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 09, 2022	SELL	$94.82 - $104.66 $343,343 - $378,973	-3,621 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$87.64 - $105.45 $4,382 - $5,272	-50 Reduced 1.36%	3,621 $352,000
Q2 2021 Aug 12, 2021	SELL	$77.29 - $93.96 $235,116 - $285,826	-3,042 Reduced 45.32%	3,671 $336,000
Q1 2021 May 13, 2021	BUY	$67.05 - $84.34 $450,106 - $566,174	6,713 New	6,713 $521,000
Q2 2019 Aug 13, 2019	SELL	$40.69 - $48.46 $831,907 - $990,764	-20,445 Closed	0 $0
Q1 2019 May 13, 2019	SELL	$39.68 - $44.49 $196,217 - $220,003	-4,945 Reduced 19.48%	20,445 $862,000
Q4 2018 Feb 13, 2019	BUY	$37.01 - $47.27 $474,061 - $605,481	12,809 Added 101.81%	25,390 $1.01 Million
Q3 2018 Nov 13, 2018	SELL	$46.57 - $51.05 $75,303 - $82,547	-1,617 Reduced 11.39%	12,581 $586,000
Q2 2018 Aug 14, 2018	BUY	$47.19 - $55.22 $53,560 - $62,674	1,135 Added 8.69%	14,198 $674,000
Q1 2018 May 11, 2018	SELL	$51.79 - $58.91 $969,871 - $1.1 Million	-18,727 Reduced 58.91%	13,063 $705,000
Q3 2017 Nov 13, 2017	BUY	$44.01 - $48.31 $109,100 - $119,760	2,479 Added 8.46%	31,790 $1.05 Million
Q2 2017 Aug 14, 2017	BUY	N/A	29,311	29,311 $1.31 Million

2,089

1.33B

26.6M

27.2M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $202B
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...

Get notified when there are updates to the investment portfolio of Tiedemann Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Tiedemann Advisors, LLC with notifications on news.