Veritable, L.P. Morgan Stanley Transaction History

Veritable, L.P.

$0
Q3 2023

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$81.22 - $91.12 $38,660 - $43,373	476 Added 1.17%	41,301 $3.53 Million
Q1 2023 May 12, 2023	SELL	$83.95 - $100.83 $6,212 - $7,461	-74 Reduced 0.18%	40,825 $3.58 Million
Q4 2022 Feb 14, 2023	SELL	$75.3 - $93.04 $342,916 - $423,704	-4,554 Reduced 10.02%	40,899 $3.48 Million
Q3 2022 Nov 14, 2022	SELL	$21.84 - $90.15 $126,191 - $520,886	-5,778 Reduced 11.28%	45,453 $3.59 Million
Q2 2022 Aug 15, 2022	BUY	$72.9 - $90.61 $295,245 - $366,970	4,050 Added 8.58%	51,231 $3.9 Million
Q1 2022 May 11, 2022	BUY	$83.31 - $108.73 $119,549 - $156,027	1,435 Added 3.14%	47,181 $4.12 Million
Q4 2021 Feb 14, 2022	SELL	$94.82 - $104.66 $17,162 - $18,943	-181 Reduced 0.39%	45,746 $4.49 Million
Q3 2021 Nov 15, 2021	BUY	$87.64 - $105.45 $11,656 - $14,024	133 Added 0.29%	45,927 $4.47 Million
Q2 2021 Aug 16, 2021	BUY	$77.29 - $93.96 $31,457 - $38,241	407 Added 0.9%	45,794 $4.2 Million
Q1 2021 May 17, 2021	BUY	$67.05 - $84.34 $53,774 - $67,640	802 Added 1.8%	45,387 $3.53 Million
Q4 2020 Feb 11, 2021	BUY	$47.26 - $68.53 $198,492 - $287,826	4,200 Added 10.4%	44,585 $3.06 Million
Q3 2020 Nov 13, 2020	BUY	$46.42 - $53.25 $2,042 - $2,343	44 Added 0.11%	40,385 $1.95 Million
Q2 2020 Aug 14, 2020	SELL	$31.62 - $50.4 $125,215 - $199,584	-3,960 Reduced 8.94%	40,341 $1.95 Million
Q1 2020 May 13, 2020	SELL	$27.81 - $57.51 $102,897 - $212,787	-3,700 Reduced 7.71%	44,301 $1.51 Million
Q4 2019 Feb 14, 2020	BUY	$39.82 - $51.12 $22,697 - $29,138	570 Added 1.2%	48,001 $2.45 Million
Q3 2019 Nov 12, 2019	SELL	$39.1 - $45.74 $26,861 - $31,423	-687 Reduced 1.43%	47,431 $2.02 Million
Q2 2019 Aug 12, 2019	SELL	$40.69 - $48.46 $110,961 - $132,150	-2,727 Reduced 5.36%	48,118 $2.11 Million
Q1 2019 May 15, 2019	BUY	$39.68 - $44.49 $17,340 - $19,442	437 Added 0.87%	50,845 $2.15 Million
Q4 2018 Feb 14, 2019	BUY	$37.01 - $47.27 $54,478 - $69,581	1,472 Added 3.01%	50,408 $2 Million
Q3 2018 Nov 14, 2018	SELL	$46.57 - $51.05 $88,203 - $96,688	-1,894 Reduced 3.73%	48,936 $2.28 Million
Q2 2018 Aug 13, 2018	SELL	$47.19 - $55.22 $51,767 - $60,576	-1,097 Reduced 2.11%	50,830 $2.41 Million
Q1 2018 May 14, 2018	BUY	$51.79 - $58.91 $115,025 - $130,839	2,221 Added 4.47%	51,927 $2.8 Million
Q4 2017 Feb 13, 2018	SELL	$48.1 - $53.85 $181,481 - $203,176	-3,773 Reduced 7.06%	49,706 $2.61 Million
Q3 2017 Nov 14, 2017	BUY	$44.01 - $48.31 $2.35 Million - $2.58 Million	53,479	53,479 $2.58 Million

Others Institutions Holding MS

# of Institutions

2,089

Shares Held

1.33B

Call Options Held

26.6M

Put Options Held

27.2M

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About MORGAN STANLEY

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...

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