Kmg Fiduciary Partners, LLC Morgan Stanley Transaction History

Kmg Fiduciary Partners, LLC

  • $1.14 Billion
  • Q3 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 34,745 shares of MS stock, worth $4.41 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
34,745
Previous 34,595 0.43%
Holding current value
$4.41 Million
Previous $3.36 Million 7.7%
% of portfolio
0.32%
Previous 0.33%

Shares

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

Oct 17, 2024
BUY
$92.07 - $106.96 $13,810 - $16,043
150 Added 0.43%
34,745 $3.62 Million
Q2 2024

Jul 17, 2024
SELL
$86.19 - $101.53 $53,782 - $63,354
-624 Reduced 1.77%
34,595 $3.36 Million
Q1 2024

Apr 10, 2024
BUY
$83.9 - $94.16 $143,552 - $161,107
1,711 Added 5.11%
35,219 $3.32 Million
Q4 2023

Jan 10, 2024
BUY
$70.4 - $93.66 $103,980 - $138,335
1,477 Added 4.61%
33,508 $3.12 Million
Q3 2023

Oct 25, 2023
BUY
$81.65 - $94.67 $103,695 - $120,230
1,270 Added 4.13%
32,031 $2.62 Million
Q2 2023

Jul 14, 2023
BUY
$81.22 - $91.12 $166,825 - $187,160
2,054 Added 7.16%
30,761 $2.63 Million
Q1 2023

Apr 13, 2023
BUY
$83.95 - $100.83 $354,940 - $426,309
4,228 Added 17.27%
28,707 $2.52 Million
Q4 2022

Jan 12, 2023
BUY
$75.3 - $93.04 $34,487 - $42,612
458 Added 1.91%
24,479 $0
Q3 2022

Oct 27, 2022
BUY
$21.84 - $90.15 $9,980 - $41,198
457 Added 1.94%
24,021 $1.9 Million
Q2 2022

Jul 13, 2022
SELL
$72.9 - $90.61 $163,660 - $203,419
-2,245 Reduced 8.7%
23,564 $1.79 Million
Q1 2022

Apr 19, 2022
SELL
$83.31 - $108.73 $637,738 - $832,328
-7,655 Reduced 22.88%
25,809 $2.26 Million
Q4 2021

Jan 12, 2022
SELL
$94.82 - $104.66 $662,602 - $731,364
-6,988 Reduced 17.27%
33,464 $3.29 Million
Q3 2021

Oct 12, 2021
BUY
$87.64 - $105.45 $2.12 Million - $2.55 Million
24,150 Added 148.14%
40,452 $3.94 Million
Q2 2021

Jul 20, 2021
BUY
$77.29 - $93.96 $61,909 - $75,261
801 Added 5.17%
16,302 $1.5 Million
Q1 2021

Apr 08, 2021
BUY
$67.05 - $84.34 $45,526 - $57,266
679 Added 4.58%
15,501 $1.2 Million
Q4 2020

Jan 13, 2021
BUY
$47.26 - $68.53 $700,487 - $1.02 Million
14,822 New
14,822 $1.03 Million
Q2 2020

Jul 22, 2020
SELL
$31.62 - $50.4 $546,614 - $871,264
-17,287 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$27.81 - $57.51 $480,751 - $994,175
17,287 New
17,287 $588,000

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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