Capital Analysts, LLC Morgan Stanley Transaction History

Capital Analysts, LLC

  • $2.45 Billion
  • Q3 2024

A detailed history of Capital Analysts, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Capital Analysts, LLC holds 114,451 shares of MS stock, worth $14.5 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
114,451
Previous 112,806 1.46%
Holding current value
$14.5 Million
Previous $11 Million 8.82%
% of portfolio
0.49%
Previous 0.48%

Shares

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

Nov 13, 2024
BUY
$92.07 - $106.96 $151,455 - $175,949
1,645 Added 1.46%
114,451 $11.9 Million
Q2 2024

Aug 14, 2024
BUY
$86.19 - $101.53 $326,487 - $384,595
3,788 Added 3.47%
112,806 $11 Million
Q1 2024

May 14, 2024
BUY
$83.9 - $94.16 $126,101 - $141,522
1,503 Added 1.4%
109,018 $10.3 Million
Q4 2023

Jan 30, 2024
BUY
$70.4 - $93.66 $169,523 - $225,533
2,408 Added 2.29%
107,515 $10 Million
Q3 2023

Nov 13, 2023
BUY
$81.65 - $94.67 $609,762 - $706,995
7,468 Added 7.65%
105,107 $8.58 Million
Q2 2023

Aug 11, 2023
BUY
$81.22 - $91.12 $392,373 - $440,200
4,831 Added 5.21%
97,639 $8.34 Million
Q1 2023

May 05, 2023
BUY
$83.95 - $100.83 $165,381 - $198,635
1,970 Added 2.17%
92,808 $8.15 Million
Q4 2022

Feb 08, 2023
BUY
$75.3 - $93.04 $100,751 - $124,487
1,338 Added 1.49%
90,838 $7.72 Million
Q3 2022

Nov 14, 2022
BUY
$21.84 - $90.15 $104,984 - $433,351
4,807 Added 5.68%
89,500 $7.07 Million
Q2 2022

Aug 12, 2022
BUY
$72.9 - $90.61 $264,408 - $328,642
3,627 Added 4.47%
84,693 $6.44 Million
Q1 2022

May 12, 2022
BUY
$83.31 - $108.73 $207,025 - $270,194
2,485 Added 3.16%
81,066 $7.09 Million
Q4 2021

Feb 10, 2022
SELL
$94.82 - $104.66 $76,709 - $84,669
-809 Reduced 1.02%
78,581 $7.71 Million
Q3 2021

Nov 04, 2021
SELL
$87.64 - $105.45 $85,361 - $102,708
-974 Reduced 1.21%
79,390 $7.73 Million
Q2 2021

Nov 15, 2021
SELL
$77.29 - $93.96 $10,588 - $12,872
-137 Reduced 0.17%
80,364 $7.37 Million
Q2 2021

Aug 05, 2021
BUY
$77.29 - $93.96 $90,042 - $109,463
1,165 Added 1.47%
80,501 $7.38 Million
Q1 2021

May 17, 2021
SELL
$67.05 - $84.34 $205,709 - $258,755
-3,068 Reduced 3.72%
79,336 $6.16 Million
Q4 2020

Feb 16, 2021
BUY
$47.26 - $68.53 $117,866 - $170,913
2,494 Added 3.12%
82,404 $5.65 Million
Q3 2020

Nov 12, 2020
SELL
$46.42 - $53.25 $23,256 - $26,678
-501 Reduced 0.62%
79,910 $3.86 Million
Q2 2020

Aug 07, 2020
SELL
$31.62 - $50.4 $76,583 - $122,068
-2,422 Reduced 2.92%
80,411 $3.88 Million
Q1 2020

May 08, 2020
BUY
$27.81 - $57.51 $63,434 - $131,180
2,281 Added 2.83%
82,833 $2.82 Million
Q4 2019

Feb 12, 2020
BUY
$39.82 - $51.12 $36,276 - $46,570
911 Added 1.14%
80,552 $4.12 Million
Q3 2019

Nov 12, 2019
BUY
$39.1 - $45.74 $105,687 - $123,635
2,703 Added 3.51%
79,641 $3.4 Million
Q2 2019

Aug 13, 2019
SELL
$40.69 - $48.46 $10,335 - $12,308
-254 Reduced 0.33%
76,938 $3.37 Million
Q1 2019

May 13, 2019
BUY
$39.68 - $44.49 $3,293 - $3,692
83 Added 0.11%
77,192 $3.26 Million
Q4 2018

Feb 13, 2019
SELL
$37.01 - $47.27 $17,727 - $22,642
-479 Reduced 0.62%
77,109 $3.06 Million
Q3 2018

Nov 07, 2018
BUY
$46.57 - $51.05 $151,771 - $166,371
3,259 Added 4.38%
77,588 $0
Q2 2018

Aug 03, 2018
BUY
$47.19 - $55.22 $16,233 - $18,995
344 Added 0.46%
74,329 $0
Q1 2018

May 14, 2018
BUY
$51.79 - $58.91 $82,501 - $93,843
1,593 Added 2.2%
73,985 $3.99 Million
Q4 2017

Feb 14, 2018
BUY
$48.1 - $53.85 $3.4 Million - $3.81 Million
70,784 Added 4401.99%
72,392 $3.8 Million
Q4 2017

Feb 12, 2018
BUY
$48.1 - $53.85 $15,343 - $17,178
319 Added 24.75%
1,608 $61,000
Q3 2017

Nov 06, 2017
BUY
$44.01 - $48.31 $56,728 - $62,271
1,289
1,289 $62,000

Others Institutions Holding MS

# of Institutions
2,123
Shares Held
1.31B
Call Options Held
26.3M
Put Options Held
29.4M
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 $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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