Strategic Investment Advisors Morgan Stanley Transaction History

Strategic Investment Advisors

  • $909 Million
  • Q3 2024

A detailed history of Strategic Investment Advisors transactions in Morgan Stanley stock. As of the latest transaction made, Strategic Investment Advisors holds 4,264 shares of MS stock, worth $541,783. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,264
Previous 5,404 21.1%
Holding current value
$541,783
Previous $525,000 15.43%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 21, 2024
SELL
$92.07 - $106.96 $104,959 - $121,934
-1,140 Reduced 21.1%
4,264 $444,000
Q2 2024

Jul 22, 2024
SELL
$86.19 - $101.53 $40,423 - $47,617
-469 Reduced 7.99%
5,404 $525,000
Q1 2024

Apr 22, 2024
BUY
$83.9 - $94.16 $112,426 - $126,174
1,340 Added 29.56%
5,873 $553,000
Q4 2023

Jan 10, 2024
SELL
$70.4 - $93.66 $78,566 - $104,524
-1,116 Reduced 19.76%
4,533 $422,000
Q3 2023

Oct 24, 2023
SELL
$81.65 - $94.67 $4,572 - $5,301
-56 Reduced 0.98%
5,649 $461,000
Q2 2023

Aug 14, 2023
BUY
$81.22 - $91.12 $15,269 - $17,130
188 Added 3.41%
5,705 $487,000
Q1 2023

Apr 27, 2023
SELL
$83.95 - $100.83 $695,022 - $834,771
-8,279 Reduced 60.01%
5,517 $484,000
Q4 2022

Jan 19, 2023
BUY
$75.3 - $93.04 $21,686 - $26,795
288 Added 2.13%
13,796 $0
Q3 2022

Oct 27, 2022
SELL
$21.84 - $90.15 $16,642 - $68,694
-762 Reduced 5.34%
13,508 $1.07 Million
Q2 2022

Aug 15, 2022
BUY
$72.9 - $90.61 $109,422 - $136,005
1,501 Added 11.76%
14,270 $1.09 Million
Q1 2022

Apr 28, 2022
BUY
$83.31 - $108.73 $87,142 - $113,731
1,046 Added 8.92%
12,769 $1.12 Million
Q4 2021

Jan 26, 2022
BUY
$94.82 - $104.66 $61,253 - $67,610
646 Added 5.83%
11,723 $1.15 Million
Q3 2021

Oct 19, 2021
BUY
$87.64 - $105.45 $11,568 - $13,919
132 Added 1.21%
11,077 $1.08 Million
Q2 2021

Jul 22, 2021
BUY
$77.29 - $93.96 $332,965 - $404,779
4,308 Added 64.91%
10,945 $1 Million
Q1 2021

Apr 14, 2021
SELL
$67.05 - $84.34 $58,601 - $73,713
-874 Reduced 11.64%
6,637 $515,000
Q4 2020

Jan 13, 2021
BUY
$47.26 - $68.53 $8,128 - $11,787
172 Added 2.34%
7,511 $515,000
Q3 2020

Oct 14, 2020
BUY
$46.42 - $53.25 $66,473 - $76,254
1,432 Added 24.24%
7,339 $355,000
Q2 2020

Aug 04, 2020
BUY
$31.62 - $50.4 $186,779 - $297,712
5,907 New
5,907 $285,000
Q1 2020

Apr 13, 2020
SELL
$27.81 - $57.51 $140,273 - $290,080
-5,044 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
$39.82 - $51.12 $200,852 - $257,849
5,044 New
5,044 $258,000

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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