Ulland Investment Advisors, LLC Morgan Stanley Transaction History

Ulland Investment Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	SELL	$70.4 - $93.66 $25,766 - $34,279	-366 Reduced 35.16%	675 $63,000
Q3 2023 Oct 23, 2023	SELL	$81.65 - $94.67 $13,635 - $15,809	-167 Reduced 13.82%	1,041 $85,000
Q1 2023 Apr 17, 2023	SELL	$83.95 - $100.83 $5,624 - $6,755	-67 Reduced 5.25%	1,208 $106,000
Q3 2022 Oct 12, 2022	SELL	$21.84 - $90.15 $69,888 - $288,480	-3,200 Reduced 71.51%	1,275 $101,000
Q2 2022 Jul 25, 2022	SELL	$72.9 - $90.61 $109,350 - $135,915	-1,500 Reduced 25.1%	4,475 $340,000
Q1 2022 May 09, 2022	SELL	$83.31 - $108.73 $241,599 - $315,317	-2,900 Reduced 32.68%	5,975 $522,000
Q4 2021 Feb 16, 2022	BUY	$94.82 - $104.66 $841,527 - $928,857	8,875 New	8,875 $871,000

2,122

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $228B
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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