Ladenburg Thalmann Financial Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.04M | Buy |
78,814
+6,415
| +9% | +$329K | 0.03% | 558 |
|
|
2019
Q3 | $3.09M | Sell |
72,399
-9,888
| -12% | -$422K | 0.02% | 643 |
|
|
2019
Q2 | $3.61M | Sell |
82,287
-3,069
| -4% | -$135K | 0.03% | 569 |
|
|
2019
Q1 | $3.58M | Sell |
85,356
-18,126
| -18% | -$760K | 0.03% | 545 |
|
|
2018
Q4 | $4.11M | Buy |
103,482
+3,488
| +3% | +$139K | 0.04% | 429 |
|
|
2018
Q3 | $4.66M | Sell |
99,994
-5,138
| -5% | -$239K | 0.04% | 416 |
|
|
2018
Q2 | $5.67M | Hold |
105,132
| – | – | 0.05% | 328 |
|
|
2018
Q1 | $5.67M | Sell |
105,132
-642
| -0.6% | -$34.6K | 0.05% | 328 |
|
|
2017
Q4 | $5.55M | Buy |
105,774
+3,744
| +4% | +$196K | 0.05% | 324 |
|
|
2017
Q3 | $4.94M | Buy |
102,030
+21,187
| +26% | +$1.03M | 0.05% | 313 |
|
|
2017
Q2 | $3.6M | Buy |
80,843
+264
| +0.3% | +$11.8K | 0.04% | 373 |
|
|
2017
Q1 | $3.45M | Buy |
80,579
+18,847
| +31% | +$807K | 0.04% | 369 |
|
|
2016
Q4 | $2.6M | Buy |
61,732
+1,388
| +2% | +$58.5K | 0.04% | 422 |
|
|
2016
Q3 | $1.94M | Buy |
60,344
+21,944
| +57% | +$704K | 0.03% | 513 |
|
|
2016
Q2 | $998K | Sell |
38,400
-3,787
| -9% | -$98.4K | 0.02% | 757 |
|
|
2016
Q1 | $1.06M | Buy |
42,187
+4,792
| +13% | +$120K | 0.02% | 673 |
|
|
2015
Q4 | $1.19M | Sell |
37,395
-726
| -2% | -$23.1K | 0.02% | 606 |
|
|
2015
Q3 | $1.2M | Buy |
38,121
+3,802
| +11% | +$120K | 0.02% | 561 |
|
|
2015
Q2 | $1.33M | Buy |
34,319
+729
| +2% | +$28.3K | 0.02% | 565 |
|
|
2015
Q1 | $1.2M | Buy |
33,590
+5,440
| +19% | +$194K | 0.02% | 609 |
|
|
2014
Q4 | $1.09M | Buy |
28,150
+10,157
| +56% | +$393K | 0.02% | 561 |
|
|
2014
Q3 | $622K | Sell |
17,993
-524
| -3% | -$18.1K | 0.02% | 698 |
|
|
2014
Q2 | $598K | Buy |
18,517
+1,756
| +10% | +$56.7K | 0.02% | 702 |
|
|
2014
Q1 | $522K | Buy |
16,761
+4
| +0% | +$125 | 0.02% | 710 |
|
|
2013
Q4 | $526K | Buy |
16,757
+1,742
| +12% | +$54.7K | 0.02% | 677 |
|
|
2013
Q3 | $406K | Sell |
15,015
-17,498
| -54% | -$473K | 0.01% | 733 |
|
|
2013
Q2 | $796K | Buy |
+32,513
| New | +$796K | 0.03% | 474 |
|