U.S. Capital Wealth Advisors, LLC Morgan Stanley Transaction History

U.S. Capital Wealth Advisors, LLC

$2.41 Billion
Q1 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 21,299 shares of MS stock, worth $2.14 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

21,299

Previous 21,711 1.9%

Holding current value

$2.14 Million

Previous $2.02 Million 0.94%

% of portfolio

0.08%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$83.9 - $94.16 $34,566 - $38,793	-412 Reduced 1.9%	21,299 $2.01 Million
Q4 2023 Feb 06, 2024	SELL	$70.4 - $93.66 $1.16 Million - $1.54 Million	-16,434 Reduced 43.08%	21,711 $2.02 Million
Q3 2023 Oct 19, 2023	BUY	$81.65 - $94.67 $720,969 - $835,936	8,830 Added 30.12%	38,145 $3.12 Million
Q2 2023 Aug 04, 2023	SELL	$81.22 - $91.12 $41,665 - $46,744	-513 Reduced 1.72%	29,315 $2.5 Million
Q1 2023 May 11, 2023	BUY	$83.95 - $100.83 $1.1 Million - $1.33 Million	13,159 Added 78.94%	29,828 $2.62 Million

Q4 2022 Feb 03, 2023	BUY	$75.3 - $93.04 $225 - $279	3 Added 0.02%	16,669 $1.42 Million
Q3 2022 Nov 01, 2022	SELL	$21.84 - $90.15 $565,634 - $2.33 Million	-25,899 Reduced 60.85%	16,666 $1.32 Million
Q2 2022 Aug 12, 2022	SELL	$72.9 - $90.61 $4.79 Million - $5.96 Million	-65,733 Reduced 60.7%	42,565 $3.24 Million
Q1 2022 May 12, 2022	BUY	$83.31 - $108.73 $5.49 Million - $7.17 Million	65,936 Added 155.65%	108,298 $9.47 Million
Q4 2021 Jan 21, 2022	SELL	$94.82 - $104.66 $37,928 - $41,864	-400 Reduced 0.94%	42,362 $4.16 Million
Q3 2021 Nov 01, 2021	BUY	$87.64 - $105.45 $3.75 Million - $4.51 Million	42,762 New	42,762 $4.16 Million

Others Institutions Holding MS

# of Institutions

2,007

Shares Held

1.32B

Call Options Held

32.2M

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 $170B
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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U.S. Capital Wealth Advisors, LLC Morgan Stanley Transaction History