Wealthcare Advisory Partners LLC Morgan Stanley Transaction History

Wealthcare Advisory Partners LLC

$3.14 Billion
Q2 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Morgan Stanley stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 2,418 shares of MS stock, worth $288,805. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,418

Previous 2,371 1.98%

Holding current value

$288,805

Previous $223,000 5.38%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$86.19 - $101.53 $4,050 - $4,771	47 Added 1.98%	2,418 $235,000
Q1 2024 Apr 15, 2024	BUY	$83.9 - $94.16 $198,926 - $223,253	2,371 New	2,371 $223,000
Q1 2023 May 04, 2023	BUY	$83.95 - $100.83 $30,138 - $36,197	359 Added 3.0%	12,326 $1.08 Million
Q4 2022 Feb 13, 2023	BUY	$75.3 - $93.04 $35,692 - $44,100	474 Added 4.12%	11,967 $1.02 Million
Q3 2022 Nov 14, 2022	SELL	$21.84 - $90.15 $32,454 - $133,962	-1,486 Reduced 11.45%	11,493 $908,000
Q2 2022 Aug 15, 2022	BUY	$72.9 - $90.61 $4,446 - $5,527	61 Added 0.47%	12,979 $987,000
Q1 2022 Apr 15, 2022	BUY	$83.31 - $108.73 $33,657 - $43,926	404 Added 3.23%	12,918 $1.13 Million
Q4 2021 Feb 11, 2022	BUY	$94.82 - $104.66 $29,299 - $32,339	309 Added 2.53%	12,514 $1.23 Million
Q3 2021 Nov 15, 2021	BUY	$87.64 - $105.45 $13,146 - $15,817	150 Added 1.24%	12,205 $1.19 Million
Q2 2021 Aug 16, 2021	SELL	$77.29 - $93.96 $154,502 - $187,826	-1,999 Reduced 14.22%	12,055 $1.11 Million
Q1 2021 Apr 30, 2021	SELL	$67.05 - $84.34 $140,000 - $176,101	-2,088 Reduced 12.94%	14,054 $1.09 Million
Q4 2020 Feb 12, 2021	SELL	$47.26 - $68.53 $117,913 - $170,982	-2,495 Reduced 13.39%	16,142 $1.11 Million
Q3 2020 Oct 29, 2020	BUY	$46.42 - $53.25 $5,848 - $6,709	126 Added 0.68%	18,637 $901,000
Q2 2020 Jul 29, 2020	SELL	$31.62 - $50.4 $130,970 - $208,756	-4,142 Reduced 18.28%	18,511 $894,000
Q1 2020 Apr 29, 2020	BUY	$27.81 - $57.51 $618,132 - $1.28 Million	22,227 Added 5217.61%	22,653 $770,000
Q4 2019 Jan 29, 2020	SELL	$39.82 - $51.12 $3,902 - $5,009	-98 Reduced 18.7%	426 $22,000
Q3 2019 Oct 17, 2019	SELL	$39.1 - $45.74 $3,636 - $4,253	-93 Reduced 15.07%	524 $22,000
Q2 2019 Jul 30, 2019	SELL	$40.69 - $48.46 $244 - $290	-6 Reduced 0.96%	617 $27,000
Q1 2019 May 13, 2019	SELL	$39.68 - $44.49 $16,189 - $18,151	-408 Reduced 39.57%	623 $26,000
Q4 2018 Feb 14, 2019	BUY	$37.01 - $47.27 $74 - $94	2 Added 0.19%	1,031 $41,000
Q3 2018 Nov 14, 2018	BUY	$46.57 - $51.05 $93 - $102	2 Added 0.19%	1,029 $48,000
Q2 2018 Aug 14, 2018	BUY	$47.19 - $55.22 $7,078 - $8,283	150 Added 17.1%	1,027 $49,000
Q1 2018 May 15, 2018	BUY	$51.79 - $58.91 $19,628 - $22,326	379 Added 76.1%	877 $47,000
Q4 2017 Feb 14, 2018	BUY	$48.1 - $53.85 $2,116 - $2,369	44 Added 9.69%	498 $26,000
Q3 2017 Nov 15, 2017	BUY	$44.01 - $48.31 $19,892 - $21,836	452 Added 22600.0%	454 $22,000
Q2 2017 Aug 29, 2017	BUY	N/A	2	2 $0

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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Wealthcare Advisory Partners LLC Morgan Stanley Transaction History