Zimmermann Investment Management & Planning LLC Morgan Stanley Transaction History

Zimmermann Investment Management & Planning LLC

$282 Million
Q2 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	BUY	$81.22 - $91.12 $100,956 - $113,262	1,243 Added 44.05%	4,065 $347,000
Q1 2023 Apr 25, 2023	BUY	$83.95 - $100.83 $31,901 - $38,315	380 Added 15.56%	2,822 $247,000
Q4 2022 Jan 20, 2023	SELL	$75.3 - $93.04 $20,255 - $25,027	-269 Reduced 9.92%	2,442 $0
Q3 2022 Nov 01, 2022	SELL	$21.84 - $90.15 $101,752 - $420,008	-4,659 Reduced 63.22%	2,711 $214,000
Q2 2022 Jul 28, 2022	BUY	$72.9 - $90.61 $43,958 - $54,637	603 Added 8.91%	7,370 $561,000
Q1 2022 Apr 18, 2022	BUY	$83.31 - $108.73 $33,240 - $43,383	399 Added 6.27%	6,767 $591,000
Q4 2021 Feb 03, 2022	BUY	$94.82 - $104.66 $603,813 - $666,474	6,368 New	6,368 $625,000

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...

More about MS

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