Meridian Wealth Management, LLC Morgan Stanley Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Morgan Stanley stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 13,158 shares of MS stock, worth $1.67 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

13,158

Holding current value

$1.67 Million

% of portfolio

0.07%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$92.07 - $106.96 $1.21 Million - $1.41 Million	13,158 New	13,158 $1.37 Million
Q1 2024 Apr 25, 2024	SELL	$83.9 - $94.16 $36,999 - $41,524	-441 Reduced 3.23%	13,201 $1.24 Million
Q4 2023 Feb 08, 2024	SELL	$70.4 - $93.66 $853,811 - $1.14 Million	-12,128 Reduced 47.06%	13,642 $1.27 Million
Q3 2023 Oct 17, 2023	BUY	$81.65 - $94.67 $941,669 - $1.09 Million	11,533 Added 81.01%	25,770 $2.1 Million
Q2 2023 Aug 02, 2023	BUY	$81.22 - $91.12 $2,436 - $2,733	30 Added 0.21%	14,237 $1.22 Million
Q1 2023 May 12, 2023	SELL	$83.95 - $100.83 $160,260 - $192,484	-1,909 Reduced 11.85%	14,207 $1.25 Million
Q4 2022 Feb 13, 2023	BUY	$75.3 - $93.04 $12,198 - $15,072	162 Added 1.02%	16,116 $1.37 Million
Q3 2022 Nov 14, 2022	SELL	$21.84 - $90.15 $11,466 - $47,328	-525 Reduced 3.19%	15,954 $1.26 Million
Q2 2022 Aug 05, 2022	BUY	$72.9 - $90.61 $70,421 - $87,529	966 Added 6.23%	16,479 $1.25 Million
Q1 2022 May 12, 2022	SELL	$83.31 - $108.73 $19,911 - $25,986	-239 Reduced 1.52%	15,513 $1.36 Million
Q4 2021 Jan 27, 2022	BUY	$94.82 - $104.66 $73,485 - $81,111	775 Added 5.17%	15,752 $1.55 Million
Q3 2021 Oct 15, 2021	SELL	$87.64 - $105.45 $14,460 - $17,399	-165 Reduced 1.09%	14,977 $1.46 Million
Q1 2021 May 07, 2021	BUY	$67.05 - $84.34 $13,410 - $16,868	200 Added 1.34%	15,142 $1.18 Million
Q4 2020 Jan 19, 2021	BUY	$47.26 - $68.53 $165,031 - $239,306	3,492 Added 30.5%	14,942 $1.02 Million
Q3 2020 Oct 09, 2020	SELL	$46.42 - $53.25 $37,136 - $42,600	-800 Reduced 6.53%	11,450 $553,000
Q1 2020 Apr 16, 2020	BUY	$27.81 - $57.51 $25,029 - $51,759	900 Added 7.93%	12,250 $416,000
Q2 2019 Jul 19, 2019	SELL	$40.69 - $48.46 $1.23 Million - $1.47 Million	-30,329 Reduced 72.77%	11,350 $4.97 Million
Q1 2019 May 15, 2019	BUY	$39.68 - $44.49 $8,610 - $9,654	217 Added 0.52%	41,679 $17.6 Million
Q4 2018 Feb 05, 2019	SELL	$37.01 - $47.27 $504,076 - $643,817	-13,620 Reduced 24.73%	41,462 $1.64 Million
Q3 2018 Oct 19, 2018	BUY	$46.57 - $51.05 $11,735 - $12,864	252 Added 0.46%	55,082 $2.57 Million
Q2 2018 Aug 06, 2018	BUY	$47.19 - $55.22 $4,058 - $4,748	86 Added 0.16%	54,830 $2.6 Million
Q1 2018 May 08, 2018	BUY	$51.79 - $58.91 $5,023 - $5,714	97 Added 0.18%	54,744 $2.95 Million
Q3 2017 Oct 31, 2017	BUY	$44.01 - $48.31 $2.41 Million - $2.64 Million	54,647	54,647 $2.63 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

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...

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Meridian Wealth Management, LLC Morgan Stanley Transaction History