A detailed history of United Capital Financial Advisers, LLC transactions in Morgan Stanley stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 39,453 shares of MS stock, worth $4.87 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
39,453
Previous 39,812 0.9%
Holding current value
$4.87 Million
Previous $3.87 Million 6.28%
% of portfolio
0.02%
Previous 0.03%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$92.07 - $106.96 $33,053 - $38,398
-359 Reduced 0.9%
39,453 $4.11 Million
Q2 2024

Aug 14, 2024

BUY
$86.19 - $101.53 $134,973 - $158,995
1,566 Added 4.09%
39,812 $3.87 Million
Q1 2024

May 15, 2024

SELL
$83.9 - $94.16 $66,532 - $74,668
-793 Reduced 2.03%
38,246 $3.6 Million
Q4 2023

Feb 14, 2024

BUY
$70.4 - $93.66 $1.61 Million - $2.14 Million
22,859 Added 141.28%
39,039 $3.64 Million
Q3 2023

Nov 14, 2023

SELL
$81.65 - $94.67 $142,397 - $165,104
-1,744 Reduced 9.73%
16,180 $1.32 Million
Q2 2023

Aug 14, 2023

SELL
$81.22 - $91.12 $78,296 - $87,839
-964 Reduced 5.1%
17,924 $1.53 Million
Q1 2023

Aug 14, 2023

BUY
$83.95 - $100.83 $80,927 - $97,200
964 Added 5.38%
18,888 $1.66 Million
Q1 2023

May 15, 2023

SELL
$83.95 - $100.83 $8,646 - $10,385
-103 Reduced 0.54%
18,888 $1.66 Million
Q4 2022

Feb 14, 2023

BUY
$75.3 - $93.04 $225,975 - $279,213
3,001 Added 18.77%
18,991 $1.61 Million
Q3 2022

Nov 14, 2022

SELL
$21.84 - $90.15 $33,808 - $139,552
-1,548 Reduced 8.83%
15,990 $1.26 Million
Q2 2022

Aug 11, 2022

BUY
$72.9 - $90.61 $45,562 - $56,631
625 Added 3.7%
17,538 $1.33 Million
Q1 2022

May 16, 2022

BUY
$83.31 - $108.73 $444,042 - $579,530
5,330 Added 46.02%
16,913 $1.48 Million
Q4 2021

Feb 14, 2022

BUY
$94.82 - $104.66 $135,877 - $149,977
1,433 Added 14.12%
11,583 $1.14 Million
Q3 2021

Nov 15, 2021

SELL
$87.64 - $105.45 $58,631 - $70,546
-669 Reduced 6.18%
10,150 $988,000
Q2 2021

Aug 13, 2021

SELL
$77.29 - $93.96 $149,324 - $181,530
-1,932 Reduced 15.15%
10,819 $992,000
Q1 2021

May 14, 2021

SELL
$67.05 - $84.34 $40,028 - $50,350
-597 Reduced 4.47%
12,751 $990,000
Q4 2020

Feb 17, 2021

SELL
$47.26 - $68.53 $40,265 - $58,387
-852 Reduced 6.0%
13,348 $915,000
Q3 2020

Nov 13, 2020

SELL
$46.42 - $53.25 $35,696 - $40,949
-769 Reduced 5.14%
14,200 $687,000
Q2 2020

Aug 13, 2020

SELL
$31.62 - $50.4 $92,614 - $147,621
-2,929 Reduced 16.36%
14,969 $723,000
Q1 2020

May 15, 2020

SELL
$27.81 - $57.51 $241,474 - $499,359
-8,683 Reduced 32.67%
17,898 $609,000
Q4 2019

Feb 14, 2020

BUY
$39.82 - $51.12 $588,380 - $755,349
14,776 Added 125.17%
26,581 $1.36 Million
Q3 2019

Nov 14, 2019

SELL
$39.1 - $45.74 $685,227 - $801,593
-17,525 Reduced 59.75%
11,805 $504,000
Q2 2019

Aug 13, 2019

SELL
$40.69 - $48.46 $15,177 - $18,075
-373 Reduced 1.26%
29,330 $1.29 Million
Q1 2019

May 14, 2019

BUY
$39.68 - $44.49 $156,458 - $175,424
3,943 Added 15.31%
29,703 $1.25 Million
Q4 2018

Feb 14, 2019

BUY
$37.01 - $47.27 $185,827 - $237,342
5,021 Added 24.21%
25,760 $1.02 Million
Q3 2018

Nov 14, 2018

BUY
$46.57 - $51.05 $4,657 - $5,105
100 Added 0.48%
20,739 $966,000
Q2 2018

Aug 14, 2018

SELL
$47.19 - $55.22 $1.28 Million - $1.5 Million
-27,094 Reduced 56.76%
20,639 $978,000
Q1 2018

May 15, 2018

BUY
$51.79 - $58.91 $416,909 - $474,225
8,050 Added 20.29%
47,733 $2.58 Million
Q4 2017

Feb 13, 2018

BUY
$48.1 - $53.85 $299,614 - $335,431
6,229 Added 18.62%
39,683 $2.09 Million
Q3 2017

Nov 14, 2017

BUY
$44.01 - $48.31 $101,839 - $111,789
2,314 Added 7.43%
33,454 $1.61 Million
Q2 2017

Aug 14, 2017

BUY
N/A
31,140
31,140 $1.39 Million

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $209B
  • 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
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