Clearstead Advisors, LLC Morgan Stanley Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Clearstead Advisors, LLC holds 32,561 shares of MS stock, worth $4.13 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
32,561
Previous 32,629 0.21%
Holding current value
$4.13 Million
Previous $3.17 Million 7.03%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 13, 2024
SELL
$92.07 - $106.96 $6,260 - $7,273
-68 Reduced 0.21%
32,561 $3.39 Million
Q2 2024

Aug 09, 2024
BUY
$86.19 - $101.53 $2.32 Million - $2.74 Million
26,955 Added 475.06%
32,629 $3.17 Million
Q1 2024

May 14, 2024
BUY
$83.9 - $94.16 $9,732 - $10,922
116 Added 2.09%
5,674 $534,000
Q4 2023

Feb 12, 2024
BUY
$70.4 - $93.66 $25,836 - $34,373
367 Added 7.07%
5,558 $518,000
Q3 2023

Nov 07, 2023
SELL
$81.65 - $94.67 $34,946 - $40,518
-428 Reduced 7.62%
5,191 $423,000
Q2 2023

Aug 07, 2023
SELL
$81.22 - $91.12 $83,088 - $93,215
-1,023 Reduced 15.4%
5,619 $479,000
Q1 2023

May 09, 2023
BUY
$83.95 - $100.83 $339,577 - $407,857
4,045 Added 155.76%
6,642 $583,000
Q4 2022

Feb 14, 2023
SELL
$75.3 - $93.04 $72,664 - $89,783
-965 Reduced 27.09%
2,597 $220,000
Q3 2022

Nov 14, 2022
BUY
$21.84 - $90.15 $3,909 - $16,136
179 Added 5.29%
3,562 $281,000
Q2 2022

Aug 12, 2022
BUY
$72.9 - $90.61 $16,256 - $20,206
223 Added 7.06%
3,383 $257,000
Q1 2022

May 04, 2022
BUY
$83.31 - $108.73 $149,041 - $194,517
1,789 Added 130.49%
3,160 $276,000
Q4 2021

Feb 14, 2022
SELL
$94.82 - $104.66 $74,433 - $82,158
-785 Reduced 36.41%
1,371 $135,000
Q3 2021

Nov 12, 2021
BUY
$87.64 - $105.45 $58,981 - $70,967
673 Added 45.38%
2,156 $210,000
Q2 2021

Aug 12, 2021
SELL
$77.29 - $93.96 $154 - $187
-2 Reduced 0.13%
1,483 $136,000
Q1 2021

May 14, 2021
BUY
$67.05 - $84.34 $9,655 - $12,144
144 Added 10.74%
1,485 $115,000
Q4 2020

Feb 11, 2021
SELL
$47.26 - $68.53 $3,544 - $5,139
-75 Reduced 5.3%
1,341 $92,000
Q3 2020

Nov 12, 2020
SELL
$46.42 - $53.25 $8,077 - $9,265
-174 Reduced 10.94%
1,416 $68,000
Q2 2020

Aug 11, 2020
SELL
$31.62 - $50.4 $9,454 - $15,069
-299 Reduced 15.83%
1,590 $77,000
Q1 2020

May 14, 2020
BUY
$27.81 - $57.51 $52,533 - $108,636
1,889 New
1,889 $64,000

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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