Visionary Wealth Advisors Morgan Stanley Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Morgan Stanley stock. As of the latest transaction made, Visionary Wealth Advisors holds 6,529 shares of MS stock, worth $790,270. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,529

Previous 6,546 0.26%

Holding current value

$790,270

Previous $636,000 6.92%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$92.07 - $106.96 $1,565 - $1,818	-17 Reduced 0.26%	6,529 $680,000
Q2 2024 Aug 13, 2024	SELL	$86.19 - $101.53 $1,206 - $1,421	-14 Reduced 0.21%	6,546 $636,000
Q1 2024 May 15, 2024	SELL	$83.9 - $94.16 $33,308 - $37,381	-397 Reduced 5.71%	6,560 $617,000
Q4 2023 Feb 14, 2024	BUY	$70.4 - $93.66 $38,086 - $50,670	541 Added 8.43%	6,957 $648,000
Q3 2023 Nov 13, 2023	BUY	$81.65 - $94.67 $27,842 - $32,282	341 Added 5.61%	6,416 $523,000
Q2 2023 Aug 11, 2023	SELL	$81.22 - $91.12 $18,436 - $20,684	-227 Reduced 3.6%	6,075 $518,000
Q1 2023 May 15, 2023	SELL	$83.95 - $100.83 $7,387 - $8,873	-88 Reduced 1.38%	6,302 $553,000
Q4 2022 Feb 13, 2023	SELL	$75.3 - $93.04 $32,002 - $39,542	-425 Reduced 6.24%	6,390 $543,000
Q3 2022 Nov 14, 2022	SELL	$21.84 - $90.15 $15,156 - $62,564	-694 Reduced 9.24%	6,815 $538,000
Q2 2022 Aug 12, 2022	BUY	$72.9 - $90.61 $7,873 - $9,785	108 Added 1.46%	7,509 $571,000
Q1 2022 May 12, 2022	BUY	$83.31 - $108.73 $73,312 - $95,682	880 Added 13.49%	7,401 $647,000
Q4 2021 Feb 14, 2022	BUY	$94.82 - $104.66 $202,630 - $223,658	2,137 Added 48.75%	6,521 $640,000
Q3 2021 Nov 12, 2021	SELL	$87.64 - $105.45 $209,897 - $252,552	-2,395 Reduced 35.33%	4,384 $427,000
Q2 2021 Aug 13, 2021	BUY	$77.29 - $93.96 $18,626 - $22,644	241 Added 3.69%	6,779 $622,000
Q1 2021 May 18, 2021	BUY	$67.05 - $84.34 $24,607 - $30,952	367 Added 5.95%	6,538 $508,000
Q4 2020 Feb 16, 2021	BUY	$47.26 - $68.53 $12,949 - $18,777	274 Added 4.65%	6,171 $423,000
Q3 2020 Nov 16, 2020	BUY	$46.42 - $53.25 $50,737 - $58,202	1,093 Added 22.75%	5,897 $285,000
Q2 2020 Aug 14, 2020	BUY	$31.62 - $50.4 $151,902 - $242,121	4,804 New	4,804 $232,000
Q1 2020 May 15, 2020	SELL	$27.81 - $57.51 $124,978 - $258,449	-4,494 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$39.82 - $51.12 $178,951 - $229,733	4,494 New	4,494 $230,000

Others Institutions Holding MS

# of Institutions

2,124

Shares Held

1.31B

Call Options Held

26.3M

Put Options Held

29.4M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $205B
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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Visionary Wealth Advisors Morgan Stanley Transaction History