A detailed history of Valeo Financial Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 16,666 shares of MS stock, worth $2.24 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,666
Previous 17,316 3.75%
Holding current value
$2.24 Million
Previous $1.68 Million 3.27%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 10, 2024

SELL
$92.07 - $106.96 $59,845 - $69,524
-650 Reduced 3.75%
16,666 $1.74 Million
Q2 2024

Jul 10, 2024

SELL
$86.19 - $101.53 $120,062 - $141,431
-1,393 Reduced 7.45%
17,316 $1.68 Million
Q1 2024

Apr 25, 2024

SELL
$83.9 - $94.16 $21,981 - $24,669
-262 Reduced 1.38%
18,709 $1.76 Million
Q1 2024

Apr 19, 2024

BUY
$83.9 - $94.16 $183,992 - $206,492
2,193 Added 13.07%
18,971 $1.79 Million
Q4 2023

Jan 29, 2024

SELL
$70.4 - $93.66 $28,864 - $38,400
-410 Reduced 2.39%
16,778 $1.56 Million
Q3 2023

Oct 19, 2023

SELL
$81.65 - $94.67 $5,552 - $6,437
-68 Reduced 0.39%
17,188 $1.4 Million
Q2 2023

Jul 14, 2023

BUY
$81.22 - $91.12 $139,617 - $156,635
1,719 Added 11.06%
17,256 $1.47 Million
Q1 2023

Apr 17, 2023

BUY
$83.95 - $100.83 $193,252 - $232,110
2,302 Added 17.39%
15,537 $1.36 Million
Q4 2022

Feb 09, 2023

BUY
$75.3 - $93.04 $321,606 - $397,373
4,271 Added 47.65%
13,235 $1.13 Million
Q3 2022

Oct 31, 2022

BUY
$21.84 - $90.15 $10,745 - $44,353
492 Added 5.81%
8,964 $708,000
Q2 2022

Aug 03, 2022

SELL
$72.9 - $90.61 $236,997 - $294,573
-3,251 Reduced 27.73%
8,472 $644,000
Q1 2022

Apr 28, 2022

BUY
$83.31 - $108.73 $299,499 - $390,884
3,595 Added 44.23%
11,723 $1.03 Million
Q4 2021

Jan 07, 2022

BUY
$94.82 - $104.66 $70,640 - $77,971
745 Added 10.09%
8,128 $798,000
Q3 2021

Nov 02, 2021

BUY
$87.64 - $105.45 $87,464 - $105,239
998 Added 15.63%
7,383 $718,000
Q2 2021

Jul 22, 2021

SELL
$77.29 - $93.96 $17,390 - $21,141
-225 Reduced 3.4%
6,385 $585,000
Q1 2021

Apr 12, 2021

SELL
$67.05 - $84.34 $17,634 - $22,181
-263 Reduced 3.83%
6,610 $513,000
Q4 2020

Feb 11, 2021

BUY
$47.26 - $68.53 $131,193 - $190,239
2,776 Added 67.76%
6,873 $471,000
Q3 2020

Oct 28, 2020

SELL
$46.42 - $53.25 $101,984 - $116,990
-2,197 Reduced 34.91%
4,097 $198,000
Q2 2020

Jul 20, 2020

BUY
$31.62 - $50.4 $70,386 - $112,190
2,226 Added 54.72%
6,294 $304,000
Q1 2020

Apr 13, 2020

BUY
$27.81 - $57.51 $18,187 - $37,611
654 Added 19.16%
4,068 $166,000
Q4 2019

Jan 24, 2020

BUY
$39.82 - $51.12 $23,095 - $29,649
580 Added 20.47%
3,414 $175,000
Q3 2019

Oct 15, 2019

BUY
$39.1 - $45.74 $703 - $823
18 Added 0.64%
2,834 $121,000
Q2 2019

Jul 10, 2019

SELL
$40.69 - $48.46 $3,865 - $4,603
-95 Reduced 3.26%
2,816 $123,000
Q1 2019

Apr 12, 2019

BUY
$39.68 - $44.49 $27,934 - $31,320
704 Added 31.9%
2,911 $123,000
Q4 2018

Jan 30, 2019

BUY
$37.01 - $47.27 $333 - $425
9 Added 0.41%
2,207 $88,000
Q3 2018

Nov 01, 2018

BUY
$46.57 - $51.05 $10,152 - $11,128
218 Added 11.01%
2,198 $100,000
Q2 2018

Aug 14, 2018

BUY
$47.19 - $55.22 $2,595 - $3,037
55 Added 2.86%
1,980 $94,000
Q1 2018

Apr 12, 2018

BUY
$51.79 - $58.91 $74,059 - $84,241
1,430 Added 288.89%
1,925 $104,000
Q4 2017

Feb 09, 2018

BUY
$48.1 - $53.85 $11,832 - $13,247
246 Added 98.8%
495 $26,000
Q3 2017

Nov 14, 2017

BUY
$44.01 - $48.31 $10,958 - $12,029
249
249 $12,000

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 $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...
More about MS
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