Kingsview Wealth Management, LLC Morgan Stanley Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,616 shares of MS stock, worth $851,082. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,616

Previous 5,591 18.33%

Holding current value

$851,082

Previous $543,000 26.89%

% of portfolio

0.02%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$92.07 - $106.96 $94,371 - $109,634	1,025 Added 18.33%	6,616 $689,000
Q2 2024 Aug 14, 2024	BUY	$86.19 - $101.53 $1,465 - $1,726	17 Added 0.3%	5,591 $543,000
Q1 2024 May 09, 2024	SELL	$83.9 - $94.16 $57,723 - $64,782	-688 Reduced 10.99%	5,574 $524,000
Q4 2023 Feb 08, 2024	SELL	$70.4 - $93.66 $36,819 - $48,984	-523 Reduced 7.71%	6,262 $583,000
Q3 2023 Nov 07, 2023	BUY	$81.65 - $94.67 $87,365 - $101,296	1,070 Added 18.72%	6,785 $554,000
Q2 2023 Aug 10, 2023	SELL	$81.22 - $91.12 $13,807 - $15,490	-170 Reduced 2.89%	5,715 $488,000
Q1 2023 May 15, 2023	BUY	$83.95 - $100.83 $53,140 - $63,825	633 Added 12.05%	5,885 $516,000
Q4 2022 Feb 13, 2023	SELL	$75.3 - $93.04 $8,810 - $10,885	-117 Reduced 2.18%	5,252 $446,000
Q3 2022 Nov 14, 2022	SELL	$21.84 - $90.15 $21,905 - $90,420	-1,003 Reduced 15.74%	5,369 $424,000
Q2 2022 Aug 16, 2022	SELL	$72.9 - $90.61 $178,386 - $221,722	-2,447 Reduced 27.75%	6,372 $485,000
Q1 2022 Feb 08, 2024	BUY	$83.31 - $108.73 $200,193 - $261,278	2,403 Added 38.37%	8,665 $757,000
Q4 2021 Feb 17, 2022	BUY	$94.82 - $104.66 $194,001 - $214,134	2,046 Added 30.21%	8,819 $866,000
Q3 2021 Dec 03, 2021	BUY	$87.64 - $105.45 $113,669 - $136,768	1,297 Added 23.69%	6,773 $659,000
Q2 2021 Aug 17, 2021	BUY	$77.29 - $93.96 $42,664 - $51,865	552 Added 11.21%	5,476 $504,000
Q1 2021 May 24, 2021	BUY	$67.05 - $84.34 $132,289 - $166,402	1,973 Added 66.86%	4,924 $385,000
Q4 2020 Feb 16, 2021	SELL	$47.26 - $68.53 $74,670 - $108,277	-1,580 Reduced 34.87%	2,951 $202,000
Q4 2019 Jan 30, 2020	BUY	$39.82 - $51.12 $180,424 - $231,624	4,531 New	4,531 $238,000
Q4 2018 Jan 29, 2020	SELL	$37.01 - $47.27 $209,624 - $267,737	-5,664 Closed	0 $0
Q3 2018 Jan 29, 2020	BUY	$46.57 - $51.05 $59,749 - $65,497	1,283 Added 29.29%	5,664 $264,000
Q2 2018 Jan 29, 2020	BUY	$47.19 - $55.22 $4,011 - $4,693	85 Added 1.98%	4,381 $208,000
Q1 2018 Jan 29, 2020	SELL	$51.79 - $58.91 $12,170 - $13,843	-235 Reduced 5.19%	4,296 $232,000
Q3 2017 Jan 29, 2020	SELL	$44.01 - $48.31 $38,288 - $42,029	-870 Reduced 16.11%	4,531 $218,000
Q2 2017 Jan 29, 2020	BUY	N/A	650 Added 13.68%	5,401 $241,000
Q1 2017 Jan 29, 2020	BUY	N/A	4,751	4,751 $204,000

Others Institutions Holding MS

# of Institutions

2,124

Shares Held

1.31B

Call Options Held

26.3M

Put Options Held

29.4M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $218B
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...

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Kingsview Wealth Management, LLC Morgan Stanley Transaction History