A detailed history of Avidian Wealth Solutions, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 10,065 shares of MS stock, worth $1.28 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,065
Previous 10,745 6.33%
Holding current value
$1.28 Million
Previous $1.04 Million 0.48%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 30, 2024

SELL
$92.07 - $106.96 $62,607 - $72,732
-680 Reduced 6.33%
10,065 $1.05 Million
Q2 2024

Aug 06, 2024

BUY
$86.19 - $101.53 $58,005 - $68,329
673 Added 6.68%
10,745 $1.04 Million
Q1 2024

May 03, 2024

BUY
$83.9 - $94.16 $33,560 - $37,664
400 Added 4.14%
10,072 $948,000
Q4 2023

Feb 06, 2024

SELL
$70.4 - $93.66 $181,280 - $241,174
-2,575 Reduced 21.03%
9,672 $901,000
Q3 2023

Oct 13, 2023

SELL
$81.65 - $94.67 $25,638 - $29,726
-314 Reduced 2.5%
12,247 $1 Million
Q2 2023

Aug 03, 2023

BUY
$81.22 - $91.12 $260,553 - $292,312
3,208 Added 34.3%
12,561 $1.07 Million
Q1 2023

May 08, 2023

SELL
$83.95 - $100.83 $34,167 - $41,037
-407 Reduced 4.17%
9,353 $821,000
Q4 2022

Feb 06, 2023

BUY
$75.3 - $93.04 $282,450 - $348,993
3,751 Added 62.42%
9,760 $829,000
Q3 2022

Nov 03, 2022

BUY
$21.84 - $90.15 $152 - $631
7 Added 0.12%
6,009 $475,000
Q2 2022

Jul 29, 2022

SELL
$72.9 - $90.61 $389,213 - $483,766
-5,339 Reduced 47.08%
6,002 $457,000
Q1 2022

May 10, 2022

SELL
$83.31 - $108.73 $117,050 - $152,765
-1,405 Reduced 11.02%
11,341 $991,000
Q4 2021

Feb 14, 2022

BUY
$94.82 - $104.66 $432,948 - $477,877
4,566 Added 55.82%
12,746 $1.25 Million
Q3 2021

Nov 10, 2021

BUY
$87.64 - $105.45 $25,240 - $30,369
288 Added 3.65%
8,180 $796,000
Q2 2021

Aug 09, 2021

BUY
$77.29 - $93.96 $107,046 - $130,134
1,385 Added 21.28%
7,892 $724,000
Q1 2021

May 05, 2021

BUY
$67.05 - $84.34 $7,978 - $10,036
119 Added 1.86%
6,507 $505,000
Q4 2020

Feb 09, 2021

BUY
$47.26 - $68.53 $189 - $274
4 Added 0.06%
6,388 $438,000
Q3 2020

Feb 03, 2021

BUY
$46.42 - $53.25 $296,345 - $339,948
6,384 New
6,384 $309,000
Q3 2020

Nov 06, 2020

SELL
$46.42 - $53.25 $293,235 - $336,380
-6,317 Closed
0 $0
Q2 2020

Aug 10, 2020

BUY
$31.62 - $50.4 $8,126 - $12,952
257 Added 4.24%
6,317 $305,000
Q1 2020

Apr 22, 2020

SELL
$27.81 - $57.51 $3,142 - $6,498
-113 Reduced 1.83%
6,060 $206,000
Q4 2019

Feb 13, 2020

BUY
$39.82 - $51.12 $5,136 - $6,594
129 Added 2.13%
6,173 $316,000
Q3 2019

Nov 14, 2019

BUY
$39.1 - $45.74 $13,645 - $15,963
349 Added 6.13%
6,044 $258,000
Q2 2019

Aug 14, 2019

BUY
$40.69 - $48.46 $15,340 - $18,269
377 Added 7.09%
5,695 $250,000
Q1 2019

May 15, 2019

SELL
$39.68 - $44.49 $6,507 - $7,296
-164 Reduced 2.99%
5,318 $224,000
Q4 2018

Feb 14, 2019

BUY
$37.01 - $47.27 $17,320 - $22,122
468 Added 9.33%
5,482 $217,000
Q3 2018

Nov 14, 2018

BUY
$46.57 - $51.05 $2,142 - $2,348
46 Added 0.93%
5,014 $234,000
Q1 2018

May 15, 2018

BUY
$51.79 - $58.91 $257,292 - $292,664
4,968 New
4,968 $268,000

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $215B
  • 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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