CAPTRUST FINANCIAL ADVISORS – Morgan Stanley Transaction History
CAPTRUST FINANCIAL ADVISORS portfolio value:
$11.52M
portfolio value
CAPTRUST FINANCIAL ADVISORS quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.45% | 653 shares | 480K | $79.01 | 145.89K |
| Q2 2022 | share | Increase | +14.59% | 18.48K shares | -32K | $76.06 | 145.24K |
| Q1 2022 | share | Decrease | -13.46% | -19.70K shares | -3.29M | $87.4 | 126.75K |
| Q4 2021 | share | Increase | +29.52% | 33.38K shares | 3.37M | $98.8 | 146.46K |
| Q3 2021 | share | Decrease | -1.49% | -1.71K shares | 479K | $96.65 | 113.07K |
| Q2 2021 | share | Increase | +4.43% | 4.86K shares | 1.98M | $90.41 | 114.79K |
| Q1 2021 | share | Increase | +18.05% | 16.81K shares | 2.15M | $76.26 | 109.92K |
| Q4 2020 | share | Increase | +10.53% | 8.86K shares | 2.4M | $66.95 | 93.11K |
| Q3 2020 | share | Increase | +0.19% | 162 shares | -22K | $46.9 | 84.24K |
| Q2 2020 | share | Increase | +6.92% | 5.44K shares | 1.51M | $46.52 | 84.08K |
| Q1 2020 | share | Decrease | -6.99% | -5.90K shares | -1.91M | $32.47 | 78.64K |
| Q4 2019 | share | Increase | +277.24% | 62.13K shares | 3.44M | $48.5 | 84.55K |
| Q3 2019 | share | Decrease | -2.16% | -495 shares | -48K | $40.18 | 22.41K |
| Q2 2019 | share | Increase | +1.26% | 285 shares | 49K | $40.93 | 22.90K |
| Q1 2019 | share | Increase | +285.66% | 16.75K shares | 722K | $39.18 | 22.62K |
| Q4 2018 | share | Increase | +15.50% | 787 shares | -4K | $36.56 | 5.86K |
| Q3 2018 | share | Increase | +11.06% | 506 shares | 20K | $42.65 | 5.07K |
| Q2 2018 | share | Decrease | -1.91% | -89 shares | -29K | $43.16 | 4.57K |
| Q1 2018 | share | Decrease | -4.37% | -213 shares | -10K | $48.9 | 4.66K |
| Q4 2017 | share | Increase | 0.00% | 4.87K shares | 256K | $47.34 | 4.87K |