Wells Trecaso Financial Group, LLC Morgan Stanley Transaction History

Wells Trecaso Financial Group, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 26, 2020	SELL	$46.42 - $53.25 $212,742 - $244,044	-4,583 Closed	0 $0
Q2 2020 Jul 21, 2020	SELL	$31.62 - $50.4 $47,430 - $75,600	-1,500 Reduced 24.66%	4,583 $221,000
Q4 2019 Jan 31, 2020	SELL	$39.82 - $51.12 $3,305 - $4,242	-83 Reduced 1.35%	6,083 $311,000
Q3 2019 Oct 16, 2019	SELL	$39.1 - $45.74 $3,245 - $3,796	-83 Reduced 1.33%	6,166 $263,000
Q2 2019 Jul 22, 2019	SELL	$40.69 - $48.46 $118,001 - $140,534	-2,900 Reduced 31.7%	6,249 $274,000
Q4 2018 Jan 28, 2019	SELL	$37.01 - $47.27 $84,493 - $107,917	-2,283 Reduced 19.97%	9,149 $363,000
Q3 2018 Oct 22, 2018	SELL	$46.57 - $51.05 $93 - $102	-2 Reduced 0.02%	11,432 $532,000
Q1 2018 Apr 23, 2018	SELL	$51.79 - $58.91 $53,861 - $61,266	-1,040 Reduced 8.34%	11,434 $617,000
Q4 2017 Apr 23, 2018	BUY	$48.1 - $53.85 $599,999 - $671,724	12,474	12,474 $655,000

2,122

1.31B

26.3M

29.4M

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...

Get notified when there are updates to the investment portfolio of Wells Trecaso Financial Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Wells Trecaso Financial Group, LLC with notifications on news.