Lpl Financial LLC Morgan Stanley Transaction History

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

A detailed history of Lpl Financial LLC transactions in Morgan Stanley stock. As of the latest transaction made, Lpl Financial LLC holds 1,656,079 shares of MS stock, worth $210 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,656,079
Previous 1,408,908 17.54%
Holding current value
$210 Million
Previous $137 Million 26.07%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 08, 2024
BUY
$92.07 - $106.96 $22.8 Million - $26.4 Million
247,171 Added 17.54%
1,656,079 $173 Million
Q2 2024

Aug 07, 2024
BUY
$86.19 - $101.53 $16.6 Million - $19.5 Million
192,027 Added 15.78%
1,408,908 $137 Million
Q1 2024

May 10, 2024
BUY
$83.9 - $94.16 $4.41 Million - $4.95 Million
52,554 Added 4.51%
1,216,881 $115 Million
Q4 2023

Feb 14, 2024
BUY
$70.4 - $93.66 $17.9 Million - $23.9 Million
254,847 Added 28.02%
1,164,327 $109 Million
Q3 2023

Nov 13, 2023
BUY
$81.65 - $94.67 $3.39 Million - $3.93 Million
41,529 Added 4.78%
909,480 $74.3 Million
Q2 2023

Jul 31, 2023
SELL
$81.22 - $91.12 $125,647 - $140,962
-1,547 Reduced 0.18%
867,951 $74.1 Million
Q1 2023

May 10, 2023
BUY
$83.95 - $100.83 $4.11 Million - $4.94 Million
48,987 Added 5.97%
869,498 $76.3 Million
Q4 2022

Feb 07, 2023
BUY
$75.3 - $93.04 $1.68 Million - $2.07 Million
22,250 Added 2.79%
820,511 $69.8 Million
Q3 2022

Nov 14, 2022
BUY
$21.84 - $90.15 $2.25 Million - $9.29 Million
103,080 Added 14.83%
798,261 $63.1 Million
Q2 2022

Aug 12, 2022
BUY
$72.9 - $90.61 $3.31 Million - $4.12 Million
45,416 Added 6.99%
695,181 $52.9 Million
Q1 2022

May 16, 2022
BUY
$83.31 - $108.73 $684,474 - $893,325
8,216 Added 1.28%
649,765 $56.8 Million
Q4 2021

Feb 14, 2022
BUY
$94.82 - $104.66 $5.27 Million - $5.81 Million
55,533 Added 9.48%
641,549 $63 Million
Q3 2021

Nov 15, 2021
BUY
$87.64 - $105.45 $1.26 Million - $1.51 Million
14,351 Added 2.51%
586,016 $57 Million
Q2 2021

Aug 13, 2021
BUY
$77.29 - $93.96 $12.3 Million - $14.9 Million
158,775 Added 38.45%
571,665 $52.4 Million
Q1 2021

May 14, 2021
BUY
$67.05 - $84.34 $7.21 Million - $9.07 Million
107,522 Added 35.21%
412,890 $32.1 Million
Q4 2020

Feb 12, 2021
BUY
$47.26 - $68.53 $2.15 Million - $3.11 Million
45,421 Added 17.47%
305,368 $20.9 Million
Q3 2020

Nov 09, 2020
BUY
$46.42 - $53.25 $1.79 Million - $2.06 Million
38,651 Added 17.47%
259,947 $12.6 Million
Q2 2020

Aug 13, 2020
BUY
$31.62 - $50.4 $800,997 - $1.28 Million
25,332 Added 12.93%
221,296 $10.7 Million
Q1 2020

May 14, 2020
BUY
$27.81 - $57.51 $264,723 - $547,437
9,519 Added 5.11%
195,964 $6.66 Million
Q4 2019

Feb 14, 2020
BUY
$39.82 - $51.12 $61,920 - $79,491
1,555 Added 0.84%
186,445 $9.53 Million
Q3 2019

Nov 13, 2019
SELL
$39.1 - $45.74 $89,382 - $104,561
-2,286 Reduced 1.22%
184,890 $7.89 Million
Q2 2019

Aug 09, 2019
BUY
$40.69 - $48.46 $486,367 - $579,242
11,953 Added 6.82%
187,176 $8.2 Million
Q1 2019

May 08, 2019
SELL
$39.68 - $44.49 $126,817 - $142,190
-3,196 Reduced 1.79%
175,223 $7.39 Million
Q4 2018

Feb 07, 2019
SELL
$37.01 - $47.27 $1.43 Million - $1.82 Million
-38,515 Reduced 17.75%
178,419 $7.07 Million
Q3 2018

Nov 14, 2018
SELL
$46.57 - $51.05 $113,165 - $124,051
-2,430 Reduced 1.11%
216,934 $10.1 Million
Q2 2018

Aug 14, 2018
BUY
$47.19 - $55.22 $218,678 - $255,889
4,634 Added 2.16%
219,364 $10.4 Million
Q1 2018

May 15, 2018
BUY
$51.79 - $58.91 $3.59 Million - $4.09 Million
69,406 Added 47.76%
214,730 $11.6 Million
Q4 2017

Feb 14, 2018
BUY
$48.1 - $53.85 $1.22 Million - $1.37 Million
25,454 Added 21.23%
145,324 $7.63 Million
Q3 2017

Nov 14, 2017
BUY
$44.01 - $48.31 $365,811 - $401,552
8,312 Added 7.45%
119,870 $5.77 Million
Q2 2017

Aug 14, 2017
BUY
N/A
111,558
111,558 $4.97 Million

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email