INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – Morgan Stanley Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
$4.49M
portfolio value
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 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 | +24.53% | 11.19K shares | 1.02M | $79.01 | 56.83K |
| Q2 2022 | share | Increase | +5.88% | 2.53K shares | -296K | $76.06 | 45.64K |
| Q1 2022 | share | Increase | +1.28% | 543 shares | -411K | $87.4 | 43.10K |
| Q4 2021 | share | Decrease | -3.96% | -1.75K shares | -135K | $98.8 | 42.56K |
| Q3 2021 | share | Decrease | -7.65% | -3.67K shares | -87K | $96.65 | 44.31K |
| Q2 2021 | share | Decrease | -13.84% | -7.70K shares | 75K | $90.41 | 47.98K |
| Q1 2021 | share | Increase | +26.98% | 11.83K shares | 1.31M | $76.26 | 55.69K |
| Q4 2020 | share | Decrease | -20.04% | -10.99K shares | 354K | $66.95 | 43.86K |
| Q3 2020 | share | Decrease | -26.48% | -19.75K shares | -952K | $46.9 | 54.85K |
| Q2 2020 | share | Decrease | -11.31% | -9.51K shares | 744K | $46.52 | 74.61K |
| Q1 2020 | share | Increase | +39.87% | 23.98K shares | -215K | $32.47 | 84.12K |
| Q4 2019 | share | Decrease | -10.04% | -6.71K shares | 222K | $48.5 | 60.14K |
| Q3 2019 | share | Increase | +0.97% | 640 shares | -48K | $40.18 | 66.86K |
| Q2 2019 | share | Decrease | -10.10% | -7.43K shares | -207K | $40.93 | 66.22K |
| Q1 2019 | share | Increase | +5.19% | 3.63K shares | 332K | $39.18 | 73.65K |
| Q4 2018 | share | Increase | +14.71% | 8.98K shares | -67K | $36.56 | 70.02K |
| Q3 2018 | share | Increase | +1.03% | 622 shares | -21K | $42.65 | 61.04K |
| Q2 2018 | share | Increase | +67033.33% | 60.33K shares | 2.85M | $43.16 | 60.42K |
| Q1 2018 | share | Increase | 0.00% | 90 shares | 5K | $48.9 | 90 |