Yhb Investment Advisors, Inc. Morgan Stanley Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 20,523 shares of MS stock, worth $2.76 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

20,523

Previous 20,561 0.18%

Holding current value

$2.76 Million

Previous $2 Million 7.06%

% of portfolio

0.18%

Previous 0.17%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$92.07 - $106.96 $3,498 - $4,064	-38 Reduced 0.18%	20,523 $2.14 Million
Q2 2024 Aug 01, 2024	BUY	$86.19 - $101.53 $3,275 - $3,858	38 Added 0.19%	20,561 $2 Million
Q1 2024 Aug 14, 2024	SELL	$83.9 - $94.16 $3,188 - $3,578	-38 Reduced 0.18%	20,523 $1.93 Million
Q1 2024 Apr 26, 2024	SELL	$83.9 - $94.16 $1,761 - $1,977	-21 Reduced 0.1%	20,523 $1.93 Million
Q4 2023 Jan 29, 2024	SELL	$70.4 - $93.66 $2.6 Million - $3.46 Million	-36,960 Reduced 64.27%	20,544 $1.92 Million
Q2 2023 Aug 10, 2023	SELL	$81.22 - $91.12 $1.15 Million - $1.29 Million	-14,107 Reduced 19.7%	57,504 $4.91 Million
Q1 2023 May 08, 2023	SELL	$83.95 - $100.83 $303,227 - $364,197	-3,612 Reduced 4.8%	71,611 $6.29 Million
Q4 2022 Jan 12, 2023	SELL	$75.3 - $93.04 $485,157 - $599,456	-6,443 Reduced 7.89%	75,223 $0
Q3 2022 Nov 03, 2022	SELL	$21.84 - $90.15 $53,027 - $218,884	-2,428 Reduced 2.89%	81,666 $6.45 Million
Q1 2022 Apr 14, 2022	SELL	$83.31 - $108.73 $153,457 - $200,280	-1,842 Reduced 2.14%	84,094 $7.35 Million
Q4 2021 Jan 18, 2022	BUY	$94.82 - $104.66 $853 - $941	9 Added 0.01%	85,936 $8.44 Million
Q2 2021 Jul 15, 2021	BUY	$77.29 - $93.96 $759,915 - $923,814	9,832 Added 12.92%	85,927 $7.88 Million
Q1 2021 Apr 22, 2021	SELL	$67.05 - $84.34 $206,715 - $260,020	-3,083 Reduced 3.89%	76,095 $5.98 Million
Q4 2020 Jan 21, 2021	SELL	$47.26 - $68.53 $211,630 - $306,877	-4,478 Reduced 5.35%	79,178 $5.43 Million
Q3 2020 Nov 02, 2020	BUY	$46.42 - $53.25 $2.28 Million - $2.62 Million	49,146 Added 142.41%	83,656 $4.05 Million
Q4 2019 Jan 27, 2020	SELL	$39.82 - $51.12 $8,003 - $10,275	-201 Reduced 0.58%	34,510 $1.76 Million
Q3 2019 Oct 15, 2019	BUY	$39.1 - $45.74 $39,100 - $45,740	1,000 Added 2.97%	34,711 $1.48 Million
Q2 2019 Jul 15, 2019	SELL	$40.69 - $48.46 $527,952 - $628,768	-12,975 Reduced 27.79%	33,711 $1.48 Million
Q4 2018 Jan 11, 2019	SELL	$37.01 - $47.27 $994,347 - $1.27 Million	-26,867 Reduced 36.53%	46,686 $1.85 Million
Q3 2018 Oct 29, 2018	BUY	$46.57 - $51.05 $779,395 - $854,372	16,736 Added 29.46%	73,553 $3.43 Million
Q3 2017 Nov 06, 2017	BUY	$44.01 - $48.31 $2.5 Million - $2.74 Million	56,817	56,817 $2.74 Million

Others Institutions Holding MS

# of Institutions

2,122

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 $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...

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Yhb Investment Advisors, Inc. Morgan Stanley Transaction History