Appleton Partners Inc Morgan Stanley Transaction History

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024

A detailed history of Appleton Partners Inc transactions in Morgan Stanley stock. As of the latest transaction made, Appleton Partners Inc holds 157,732 shares of MS stock, worth $18.3 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
157,732
Previous 157,336 0.25%
Holding current value
$18.3 Million
Previous $15.3 Million 7.53%
% of portfolio
1.21%
Previous 1.18%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 01, 2024
BUY
$92.07 - $106.96 $36,459 - $42,356
396 Added 0.25%
157,732 $16.4 Million
Q2 2024

Jul 02, 2024
SELL
$86.19 - $101.53 $422,761 - $498,004
-4,905 Reduced 3.02%
157,336 $15.3 Million
Q1 2024

Apr 01, 2024
BUY
$83.9 - $94.16 $391,057 - $438,879
4,661 Added 2.96%
162,241 $15.3 Million
Q4 2023

Jan 02, 2024
BUY
$70.4 - $93.66 $407,264 - $541,823
5,785 Added 3.81%
157,580 $14.7 Million
Q3 2023

Oct 03, 2023
BUY
$81.65 - $94.67 $342,031 - $396,572
4,189 Added 2.84%
151,795 $12.4 Million
Q2 2023

Jul 10, 2023
BUY
$81.22 - $91.12 $593,474 - $665,813
7,307 Added 5.21%
147,606 $12.6 Million
Q1 2023

Apr 10, 2023
BUY
$83.95 - $100.83 $2.96 Million - $3.55 Million
35,209 Added 33.5%
140,299 $12.3 Million
Q4 2022

Jan 19, 2023
SELL
$75.3 - $93.04 $264,679 - $327,035
-3,515 Reduced 3.24%
105,090 $8.94 Million
Q3 2022

Oct 27, 2022
BUY
$21.84 - $90.15 $16,227 - $66,981
743 Added 0.69%
108,605 $8.58 Million
Q2 2022

Jul 08, 2022
BUY
$72.9 - $90.61 $189,977 - $236,129
2,606 Added 2.48%
107,862 $8.2 Million
Q1 2022

Apr 05, 2022
BUY
$83.31 - $108.73 $798,276 - $1.04 Million
9,582 Added 10.02%
105,256 $9.2 Million
Q4 2021

Feb 03, 2022
BUY
$94.82 - $104.66 $1.58 Million - $1.74 Million
16,662 Added 21.09%
95,674 $9.39 Million
Q3 2021

Oct 14, 2021
BUY
$87.64 - $105.45 $1.08 Million - $1.3 Million
12,365 Added 18.55%
79,012 $7.69 Million
Q2 2021

Jul 07, 2021
BUY
$77.29 - $93.96 $1.23 Million - $1.5 Million
15,916 Added 31.37%
66,647 $6.11 Million
Q1 2021

Apr 19, 2021
BUY
$67.05 - $84.34 $1.12 Million - $1.41 Million
16,663 Added 48.91%
50,731 $3.94 Million
Q4 2020

Jan 19, 2021
SELL
$47.26 - $68.53 $52,175 - $75,657
-1,104 Reduced 3.14%
34,068 $2.34 Million
Q3 2020

Oct 14, 2020
SELL
$46.42 - $53.25 $34,211 - $39,245
-737 Reduced 2.05%
35,172 $1.7 Million
Q2 2020

Aug 14, 2020
SELL
$31.62 - $50.4 $5,565 - $8,870
-176 Reduced 0.49%
35,909 $1.73 Million
Q1 2020

May 04, 2020
SELL
$27.81 - $57.51 $28,922 - $59,810
-1,040 Reduced 2.8%
36,085 $1.23 Million
Q4 2019

Jan 13, 2020
BUY
$39.82 - $51.12 $6,132 - $7,872
154 Added 0.42%
37,125 $1.9 Million
Q3 2019

Nov 04, 2019
BUY
$39.1 - $45.74 $9,618 - $11,252
246 Added 0.67%
36,971 $1.58 Million
Q2 2019

Jul 25, 2019
BUY
$40.69 - $48.46 $147,704 - $175,909
3,630 Added 10.97%
36,725 $1.61 Million
Q1 2019

Apr 17, 2019
BUY
$39.68 - $44.49 $258,713 - $290,074
6,520 Added 24.53%
33,095 $1.4 Million
Q4 2018

Jan 17, 2019
SELL
$37.01 - $47.27 $92,895 - $118,647
-2,510 Reduced 8.63%
26,575 $1.05 Million
Q3 2018

Oct 09, 2018
BUY
$46.57 - $51.05 $56,815 - $62,281
1,220 Added 4.38%
29,085 $1.35 Million
Q2 2018

Aug 08, 2018
BUY
$47.19 - $55.22 $267,803 - $313,373
5,675 Added 25.57%
27,865 $1.32 Million
Q1 2018

Apr 11, 2018
BUY
$51.79 - $58.91 $332,232 - $377,907
6,415 Added 40.67%
22,190 $1.2 Million
Q4 2017

Jan 12, 2018
BUY
$48.1 - $53.85 $141,654 - $158,588
2,945 Added 22.95%
15,775 $828,000
Q3 2017

Oct 12, 2017
BUY
$44.01 - $48.31 $564,648 - $619,817
12,830
12,830 $618,000

Others Institutions Holding MS

# of Institutions
2,104
Shares Held
1.33B
Call Options Held
26.6M
Put Options Held
27.3M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $197B
  • 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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