Resources Investment Advisors, Llc. Morgan Stanley Transaction History

Resources Investment Advisors, Llc.

$8.43 Billion
Q3 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Morgan Stanley stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 18,258 shares of MS stock, worth $2.56 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,258

Previous 21,707 15.89%

Holding current value

$2.56 Million

Previous $2.11 Million 9.77%

% of portfolio

0.02%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$92.07 - $106.96 $317,549 - $368,905	-3,449 Reduced 15.89%	18,258 $1.9 Million
Q2 2024 Aug 02, 2024	BUY	$86.19 - $101.53 $760,109 - $895,393	8,819 Added 68.43%	21,707 $2.11 Million
Q1 2024 May 10, 2024	SELL	$83.9 - $94.16 $146,489 - $164,403	-1,746 Reduced 11.93%	12,888 $1.21 Million
Q4 2023 Feb 13, 2024	BUY	$70.4 - $93.66 $188,460 - $250,727	2,677 Added 22.39%	14,634 $1.36 Million
Q3 2023 Nov 14, 2023	BUY	$81.65 - $94.67 $35,762 - $41,465	438 Added 3.8%	11,957 $976,000
Q2 2023 Aug 07, 2023	SELL	$81.22 - $91.12 $30,619 - $34,352	-377 Reduced 3.17%	11,519 $983,000
Q1 2023 May 10, 2023	BUY	$83.95 - $100.83 $159,421 - $191,476	1,899 Added 19.0%	11,896 $1.04 Million
Q4 2022 Feb 02, 2023	BUY	$75.3 - $93.04 $7,454 - $9,210	99 Added 1.0%	9,997 $850,000
Q3 2022 Nov 08, 2022	BUY	$21.84 - $90.15 $9,849 - $40,657	451 Added 4.77%	9,898 $782,000
Q2 2022 Aug 08, 2022	SELL	$72.9 - $90.61 $91,270 - $113,443	-1,252 Reduced 11.7%	9,447 $719,000
Q1 2022 May 05, 2022	BUY	$83.31 - $108.73 $54,234 - $70,783	651 Added 6.48%	10,699 $935,000
Q4 2021 Feb 23, 2022	SELL	$94.82 - $104.66 $48,737 - $53,795	-514 Reduced 4.87%	10,048 $986,000
Q3 2021 Nov 05, 2021	SELL	$87.64 - $105.45 $90,707 - $109,140	-1,035 Reduced 8.92%	10,562 $1.03 Million
Q2 2021 Aug 09, 2021	BUY	$77.29 - $93.96 $411,105 - $499,773	5,319 Added 84.72%	11,597 $1.06 Million
Q1 2021 May 10, 2021	BUY	$67.05 - $84.34 $51,628 - $64,941	770 Added 13.98%	6,278 $487,000
Q4 2020 Feb 08, 2021	BUY	$47.26 - $68.53 $59,642 - $86,484	1,262 Added 29.72%	5,508 $377,000
Q3 2020 Oct 09, 2020	SELL	$46.42 - $53.25 $3,156 - $3,621	-68 Reduced 1.58%	4,246 $205,000
Q2 2020 Aug 14, 2020	BUY	$31.62 - $50.4 $136,408 - $217,425	4,314 New	4,314 $208,000
Q1 2020 May 14, 2020	SELL	$27.81 - $57.51 $116,857 - $241,657	-4,202 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$39.82 - $51.12 $167,323 - $214,806	4,202 New	4,202 $214,000
Q3 2019 Nov 08, 2019	SELL	$39.1 - $45.74 $13,294 - $15,551	-340 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$37.01 - $47.27 $12,583 - $16,071	340 New	340 $13,000
Q1 2018 May 14, 2018	SELL	$51.79 - $58.91 $1,864 - $2,120	-36 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	36	36 $2,000

Others Institutions Holding MS

# of Institutions

2,193

Shares Held

1.31B

Call Options Held

26.2M

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 $237B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.

Account

Resources Investment Advisors, Llc. Morgan Stanley Transaction History