BAC [NYSE]
Bank of America Corporation
IndexS&P 500 P/E11.34 EPS (ttm)3.21 Insider Own0.10% Shs Outstand8.12B Perf Week3.82%
Market Cap289.42B Forward P/E9.67 EPS next Y3.77 Insider Trans0.00% Shs Float8.03B Perf Month9.18%
Income26.57B PEG1.63 EPS next Q0.80 Inst Own71.60% Short Float0.89% Perf Quarter1.17%
Sales52.76B P/S5.49 EPS this Y90.70% Inst Trans0.38% Short Ratio1.62 Perf Half Y-23.81%
Book/sh29.55 P/B1.23 EPS next Y17.55% ROA0.80% Target Price42.04 Perf Year-11.39%
Cash/sh104.84 P/C0.35 EPS next 5Y6.97% ROE10.90% 52W Range29.67 - 50.11 Perf YTD-18.16%
Dividend0.88 P/FCF- EPS past 5Y19.10% ROI6.10% 52W High-28.14% Beta1.41
Dividend %2.42% Quick Ratio- Sales past 5Y-1.40% Gross Margin- 52W Low21.37% ATR0.86
Employees210000 Current Ratio- Sales Q/Q31.50% Oper. Margin89.20% RSI (14)63.46 Volatility1.68% 2.07%
OptionableYes Debt/Eq2.11 EPS Q/Q-29.20% Profit Margin50.40% Rel Volume0.47 Prev Close36.41
ShortableYes LT Debt/Eq1.12 EarningsJul 18 BMO Payout26.00% Avg Volume44.02M Price36.01
Recom2.20 SMA204.94% SMA508.76% SMA200-10.94% Volume10,817,248 Change-1.10%
Jul-11-22Upgrade Societe Generale Hold → Buy $37.50
Mar-28-22Upgrade Morgan Stanley Underweight → Equal-Weight $51 → $49
Mar-08-22Upgrade Robert W. Baird Underperform → Neutral $42
Jan-05-22Downgrade Societe Generale Buy → Hold
Dec-10-21Resumed UBS Buy $64
Nov-01-21Downgrade Robert W. Baird Neutral → Underperform $42
Oct-07-21Downgrade Wolfe Research Outperform → Peer Perform
Sep-13-21Upgrade Odeon Hold → Buy $46.50
Jul-19-21Downgrade Odeon Buy → Hold
Jul-07-21Resumed Keefe Bruyette Mkt Perform $40
May-04-21Downgrade Robert W. Baird Outperform → Neutral $42
Jan-26-21Upgrade Atlantic Equities Neutral → Overweight $40
Jan-11-21Upgrade Citigroup Neutral → Buy $31 → $37
Jan-06-21Initiated Daiwa Securities Neutral $31
Jan-05-21Upgrade Wolfe Research Peer Perform → Outperform $27 → $36
Nov-30-20Downgrade Morgan Stanley Overweight → Underweight
Sep-03-20Upgrade Deutsche Bank Hold → Buy $27 → $29
Jul-09-20Downgrade DA Davidson Buy → Neutral $27 → $25
Jul-08-20Initiated Seaport Global Securities Neutral
Jul-07-20Upgrade Societe Generale Hold → Buy
Aug-18-22 10:00AM  
09:00AM  
08:55AM  
05:30AM  
Aug-17-22 05:59PM  
05:16PM  
03:31PM  
01:15PM  
01:06PM  
11:30AM  
06:23AM  
05:52AM  
Aug-16-22 06:15PM  
01:36PM  
11:26AM  
09:47AM  
09:00AM  
09:00AM  
06:28AM  
Aug-15-22 06:35PM  
05:37PM  
02:11PM  
10:23AM  
10:00AM  
01:26AM  
01:00AM  
12:00AM  
Aug-12-22 04:49PM  
09:58AM  
Aug-11-22 11:52AM  
07:30AM  
06:30AM  
Aug-10-22 05:03PM  
02:47PM  
07:30AM  
06:32AM  
Aug-09-22 09:05AM  
07:01AM  
06:00AM  
Aug-08-22 09:30PM  
03:14PM  
09:46AM  
Aug-07-22 09:16AM  
Aug-05-22 10:49PM  
01:52PM  
01:09PM  
09:00AM  
08:00AM  
05:21AM  
Aug-04-22 05:02PM  
02:40PM  
02:28PM  
02:20PM  
12:06PM  
Aug-03-22 10:53AM  
09:35AM  
09:00AM  
05:06AM  
Aug-02-22 09:39PM  
Aug-01-22 04:50PM  
04:44PM  
08:17AM  
08:15AM  
Jul-29-22 01:26PM  
05:06AM  
Jul-28-22 03:54PM  
02:31PM  
09:00AM  
Jul-27-22 09:44AM  
06:25AM  
Jul-26-22 05:59AM  
Jul-25-22 03:48PM  
12:27PM  
07:00AM  
Jul-24-22 10:00AM  
09:13AM  
05:30AM  
05:30AM  
Jul-22-22 11:24AM  
09:00AM  
06:50AM  
Jul-21-22 03:38PM  
01:25PM  
11:32AM  
09:30AM  
09:06AM  
07:30AM  
06:40AM  
05:21AM  
03:00AM  
Jul-20-22 04:15PM  
03:35PM  
01:34PM  
12:35PM  
11:24AM  
09:00AM  
05:49AM  
05:06AM  
Jul-19-22 07:17PM  
12:04PM  
Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposit and IRAs, noninterest-and interest-bearing checking accounts, and investment accounts and products; and credit and debit cards, residential mortgages, and home equity loans, as well as direct and indirect loans, such as automotive, recreational vehicle, and consumer personal loans. The company's Global Wealth & Investment Management segment offers investment management, brokerage, banking, and trust and retirement products and services; and wealth management solutions, as well as customized solutions, including specialty asset management services. Its Global Banking segment provides lending products and services, including commercial loans, leases, commitment facilities, trade finance, and commercial real estate and asset-based lending; treasury solutions, such as treasury management, foreign exchange, and short-term investing options and merchant services; working capital management solutions; and debt and equity underwriting and distribution, and merger-related and other advisory services. The company's Global Markets segment offers market-making, financing, securities clearing, settlement, and custody services, as well as risk management products using interest rate, equity, credit, currency and commodity derivatives, foreign exchange, fixed-income, and mortgage-related products. As of December 31, 2021, it served approximately 67 million consumer and small business clients with approximately 4,200 retail financial centers; approximately 16,000 ATMs; and digital banking platforms with approximately 41 million active users. The company was founded in 1784 and is based in Charlotte, North Carolina.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Sieg Andrew M.Pres, Merill Wealth MgmtJan 28Sale45.1218,407830,524281,405Jan 28 07:00 PM
BRAMBLE FRANK PDirectorNov 02Sale48.222,200106,09136,817Nov 04 04:06 PM
BRAMBLE FRANK PDirectorNov 02Sale48.222,200106,09343,400Nov 04 04:06 PM
Athanasia Dean CPres, Ret & Pref & Sm Bus BnkgOct 15Sale45.77108,4784,965,038222,485Oct 19 05:13 PM
JPM JPMorgan Chase & Co. daily Stock Chart
JPM [NYSE]
JPMorgan Chase & Co.
IndexDJIA S&P500 P/E9.84 EPS (ttm)12.46 Insider Own0.10% Shs Outstand2.96B Perf Week3.55%
Market Cap354.19B Forward P/E9.75 EPS next Y12.57 Insider Trans-0.88% Shs Float2.91B Perf Month7.01%
Income37.20B PEG9.19 EPS next Q2.95 Inst Own71.10% Short Float0.57% Perf Quarter0.34%
Sales63.64B P/S5.57 EPS this Y73.10% Inst Trans0.31% Short Ratio1.30 Perf Half Y-20.77%
Book/sh85.51 P/B1.43 EPS next Y12.24% ROA1.00% Target Price138.77 Perf Year-21.92%
Cash/sh535.50 P/C0.23 EPS next 5Y1.07% ROE14.60% 52W Range106.06 - 172.96 Perf YTD-22.58%
Dividend4.00 P/FCF2.93 EPS past 5Y19.90% ROI6.30% 52W High-30.20% Beta1.10
Dividend %3.26% Quick Ratio- Sales past 5Y0.70% Gross Margin- 52W Low13.82% ATR2.71
Employees278494 Current Ratio- Sales Q/Q32.30% Oper. Margin87.90% RSI (14)58.16 Volatility1.77% 1.93%
OptionableYes Debt/Eq1.14 EPS Q/Q-26.90% Profit Margin58.40% Rel Volume0.53 Prev Close122.59
ShortableYes LT Debt/Eq1.14 EarningsJul 14 BMO Payout31.30% Avg Volume12.77M Price120.72
Recom2.30 SMA203.55% SMA504.14% SMA200-12.55% Volume3,512,976 Change-1.53%
Jul-18-22Upgrade Berenberg Sell → Hold $120
Jul-12-22Upgrade Citigroup Neutral → Buy $145 → $135
May-24-22Upgrade Societe Generale Hold → Buy
May-03-22Upgrade Oppenheimer Perform → Outperform $167
Feb-14-22Downgrade Jefferies Buy → Hold $180 → $155
Jan-14-22Downgrade Wells Fargo Overweight → Equal Weight
Jan-05-22Downgrade Societe Generale Buy → Hold
Jan-04-22Downgrade Wolfe Research Outperform → Peer Perform $185
Dec-10-21Resumed UBS Buy $210
Jul-07-21Resumed Keefe Bruyette Mkt Perform $167
Apr-27-21Downgrade Atlantic Equities Overweight → Neutral $150
Jan-07-21Upgrade Jefferies Hold → Buy $110 → $152
Jan-07-21Upgrade BofA Securities Neutral → Buy
Jan-06-21Initiated Daiwa Securities Outperform $139
Nov-30-20Downgrade Morgan Stanley Overweight → Underweight
Nov-19-20Downgrade Keefe Bruyette Outperform → Mkt Perform $125 → $130
Sep-03-20Upgrade Deutsche Bank Hold → Buy $105 → $115
Jul-24-20Upgrade Goldman Neutral → Buy
Jul-22-20Upgrade Atlantic Equities Neutral → Overweight $120
Jul-09-20Upgrade Wolfe Research Peer Perform → Outperform
Aug-18-22 09:50AM  
09:00AM  
08:33AM  
05:30AM  
03:00AM  
Aug-17-22 08:54AM  
Aug-16-22 11:37PM  
08:49PM  
01:22PM  
06:20AM  
06:10AM  
05:06AM  
Aug-15-22 04:45PM  
04:20PM  
02:11PM  
09:09AM  
08:57AM  
02:27AM  
01:00AM  
Aug-14-22 08:30AM  
Aug-13-22 07:00AM  
07:00AM  
Aug-12-22 12:00PM  
11:16AM  
07:46AM  
02:05AM  
Aug-11-22 05:57PM  
03:18PM  
10:41AM  
07:55AM  
07:37AM  
Aug-10-22 07:54PM  
07:41PM  
06:22PM  
05:03PM  
05:00PM  
10:32AM  
12:01AM  
Aug-09-22 05:45PM  
05:01PM  
02:26PM  
01:44PM  
01:23PM  
11:16AM  
09:30AM  
07:54AM  
05:30AM  
Aug-08-22 04:45PM  
06:20AM  
12:00AM  
Aug-07-22 09:05AM  
Aug-06-22 01:00PM  
Aug-05-22 03:49PM  
03:14PM  
01:07PM  
11:43AM  
10:35AM  
09:00AM  
06:35AM  
12:00AM  
Aug-04-22 09:57PM  
05:02PM  
02:40PM  
12:06PM  
09:00AM  
05:44AM  
Aug-03-22 05:39PM  
03:19PM  
12:14PM  
10:25AM  
09:37AM  
09:35AM  
08:13AM  
05:36AM  
05:30AM  
05:00AM  
Aug-02-22 01:06PM  
10:11AM  
09:00AM  
08:56AM  
05:30AM  
05:06AM  
01:46AM  
Aug-01-22 04:50PM  
04:00PM  
11:50AM  
08:58AM  
Jul-31-22 05:00PM  
04:59AM  
Jul-30-22 08:00AM  
Jul-29-22 05:42PM  
08:13AM  
05:00AM  
Jul-28-22 05:58PM  
05:27PM  
05:15PM  
04:26PM  
02:26PM  
01:26PM  
10:11AM  
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, auto loan, and leasing services. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; payments and cross-border financing; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small business, large and midsized companies, local governments, and nonprofit clients; and commercial real estate banking services to investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, trusts and estates, loans, mortgages, deposits, and investment management products. The company also provides ATM, online and mobile, and telephone banking services. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
JPMORGAN CHASE & CO10% OwnerAug 12Buy3.051,639,3444,999,99951,594,927Aug 16 06:24 PM
JPMORGAN CHASE & CO10% OwnerAug 11Buy3.283,32910,91949,955,583Aug 16 06:24 PM
BACON ASHLEYChief Risk OfficerApr 19Sale130.0421,0122,732,344178,588Apr 19 05:03 PM
Piepszak JenniferCo-CEO CCBApr 14Sale126.194,668589,05111,135Apr 14 05:00 PM
GS The Goldman Sachs Group, Inc. daily Stock Chart
GS [NYSE]
The Goldman Sachs Group, Inc.
IndexDJIA S&P500 P/E8.00 EPS (ttm)44.23 Insider Own0.10% Shs Outstand355.00M Perf Week1.68%
Market Cap120.02B Forward P/E9.19 EPS next Y38.49 Insider Trans-4.98% Shs Float339.45M Perf Month11.22%
Income15.71B PEG- EPS next Q8.04 Inst Own71.40% Short Float1.55% Perf Quarter13.03%
Sales58.31B P/S2.06 EPS this Y140.30% Inst Trans-0.28% Short Ratio2.15 Perf Half Y-2.80%
Book/sh301.88 P/B1.17 EPS next Y10.93% ROA1.00% Target Price394.07 Perf Year-12.65%
Cash/sh850.62 P/C0.42 EPS next 5Y-6.59% ROE15.40% 52W Range277.84 - 426.16 Perf YTD-7.53%
Dividend10.00 P/FCF- EPS past 5Y29.60% ROI2.20% 52W High-17.52% Beta1.39
Dividend %2.83% Quick Ratio- Sales past 5Y11.30% Gross Margin79.10% 52W Low26.51% ATR7.39
Employees47000 Current Ratio- Sales Q/Q-10.30% Oper. Margin34.40% RSI (14)69.65 Volatility1.69% 1.81%
OptionableYes Debt/Eq8.66 EPS Q/Q-48.50% Profit Margin26.90% Rel Volume0.34 Prev Close353.74
ShortableYes LT Debt/Eq2.42 EarningsJul 18 BMO Payout17.80% Avg Volume2.44M Price351.50
Recom2.20 SMA204.47% SMA5012.56% SMA2002.25% Volume436,150 Change-0.63%
Jun-29-22Upgrade BofA Securities Neutral → Buy $360 → $380
Jan-28-22Downgrade Odeon Buy → Hold
Jan-06-22Downgrade BofA Securities Buy → Neutral $490 → $475
Dec-06-21Upgrade Morgan Stanley Underweight → Equal-Weight $479
Oct-05-21Reiterated JMP Securities Mkt Outperform $440 → $450
Jul-07-21Resumed Keefe Bruyette Mkt Perform $391
Jun-09-21Initiated Jefferies Buy $450
Apr-01-21Downgrade UBS Buy → Neutral $320 → $340
Jan-06-21Initiated Daiwa Securities Outperform $300
Jan-04-21Upgrade Barclays Equal Weight → Overweight $362
Nov-30-20Downgrade Morgan Stanley Equal-Weight → Underweight $273
Sep-24-20Upgrade UBS Neutral → Buy $220 → $245
Jul-08-20Initiated Seaport Global Securities Buy $261
Jun-23-20Reiterated UBS Buy $185 → $200
Jun-04-20Downgrade Deutsche Bank Buy → Hold $227
Jun-02-20Reiterated Wells Fargo Overweight $198 → $230
May-26-20Upgrade Odeon Hold → Buy $207
May-15-20Upgrade BMO Capital Markets Market Perform → Outperform $205 → $276
Apr-14-20Upgrade Societe Generale Sell → Buy
Apr-02-20Downgrade DA Davidson Buy → Neutral $310 → $165
Aug-18-22 10:35AM  
08:09AM  
07:00AM  
05:30AM  
12:00AM  
Aug-17-22 03:12PM  
02:53PM  
11:30AM  
07:57AM  
12:00AM  
Aug-16-22 11:37PM  
06:15PM  
Aug-15-22 08:25PM  
03:29PM  
11:59AM  
Aug-14-22 08:00PM  
Aug-13-22 01:03PM  
Aug-12-22 08:01AM  
07:53AM  
05:00AM  
Aug-11-22 06:06PM  
01:38PM  
11:49AM  
12:00AM  
Aug-10-22 06:22PM  
10:32AM  
10:13AM  
Aug-09-22 01:23PM  
05:30AM  
03:43AM  
Aug-08-22 03:59PM  
10:02AM  
10:00AM  
Aug-07-22 09:28PM  
05:45AM  
Aug-05-22 06:15PM  
06:08PM  
01:09PM  
10:47AM  
10:40AM  
09:00AM  
06:17AM  
Aug-04-22 08:55PM  
08:12PM  
04:46PM  
04:18PM  
03:10PM  
02:40PM  
12:09PM  
12:06PM  
10:45AM  
10:31AM  
10:26AM  
07:41AM  
04:05AM  
Aug-03-22 05:39PM  
03:19PM  
12:14PM  
12:00PM  
Aug-02-22 12:51PM  
07:00AM  
04:02AM  
Aug-01-22 04:50PM  
02:37PM  
Jul-29-22 09:14AM  
07:45AM  
05:00AM  
Jul-28-22 03:41PM  
01:26PM  
10:11AM  
09:00AM  
05:08AM  
04:40AM  
Jul-27-22 07:17AM  
04:51AM  
01:18AM  
Jul-26-22 04:46PM  
04:41PM  
06:11AM  
04:03AM  
12:00AM  
Jul-25-22 07:54PM  
05:03PM  
02:40PM  
02:35PM  
10:10AM  
09:24AM  
06:37AM  
06:11AM  
06:00AM  
Jul-23-22 08:38AM  
07:20AM  
Jul-22-22 06:20AM  
06:16AM  
Jul-21-22 06:09PM  
06:03PM  
11:32AM  
09:46AM  
09:24AM  
07:37AM  
The Goldman Sachs Group, Inc., a financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals worldwide. It operates through four segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management. The company's Investment Banking segment provides financial advisory services, including strategic advisory assignments related to mergers and acquisitions, divestitures, corporate defense activities, restructurings, and spin-offs; and middle-market lending, relationship lending, and acquisition financing, as well as transaction banking services. This segment also offers underwriting services, such as equity underwriting for common and preferred stock and convertible and exchangeable securities; and debt underwriting for various types of debt instruments, including investment-grade and high-yield debt, bank and bridge loans, and emerging-and growth-market debt, as well as originates structured securities. Its Global Markets segment is involved in client execution activities for cash and derivative instruments; credit and interest rate products; and provision of equity intermediation and equity financing, clearing, settlement, and custody services, as well as mortgages, currencies, commodities, and equities related products. The company's Asset Management segment manages assets across various classes, including equity, fixed income, hedge funds, credit funds, private equity, real estate, currencies, and commodities; and provides customized investment advisory solutions, as well as invests in corporate, real estate, and infrastructure entities. Its Consumer & Wealth Management segment offers wealth advisory and banking services, including financial planning, investment management, deposit taking, and lending; private banking; and unsecured loans, as well as accepts saving and time deposits. The company was founded in 1869 and is headquartered in New York, New York.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
GOLDMAN SACHS GROUP INCDirectorAug 16Sale27.80157,6924,383,838307,412Aug 17 08:56 PM
GOLDMAN SACHS GROUP INCDirectorAug 15Sale27.0178,1312,110,318439,180Aug 17 08:56 PM
BERLINSKI PHILIP R.Global TreasurerAug 10Sale348.628,0002,788,97613,745Aug 12 04:30 PM
GOLDMAN SACHS GROUP INCDirectorJun 15Sale15.9779,4851,269,3752,269,526Jun 16 03:56 PM
GOLDMAN SACHS GROUP INCDirectorJun 14Sale15.3086,0681,316,8402,240,454Jun 16 03:56 PM
GOLDMAN SACHS GROUP INCDirectorJun 08Sale19.0319,898378,6591,538,574Jun 10 03:36 PM
GOLDMAN SACHS GROUP INCDirectorJun 07Sale19.38158,5543,072,7771,589,264Jun 08 08:44 PM
GOLDMAN SACHS GROUP INCDirectorJun 06Sale19.2341,300794,1991,846,300Jun 08 08:44 PM
GOLDMAN SACHS GROUP INCDirectorJun 03Sale19.4964,4011,255,1751,929,630Jun 06 07:04 PM
GOLDMAN SACHS GROUP INCDirectorJun 02Sale20.48451,4019,244,6921,996,137Jun 06 07:04 PM
GOLDMAN SACHS GROUP INCDirectorJun 01Sale19.4190,0701,748,2591,950,569Jun 02 08:16 PM
GOLDMAN SACHS GROUP INCDirectorMay 31Sale19.3476,5171,479,8391,846,971Jun 02 08:16 PM
GOLDMAN SACHS GROUP INCDirectorMay 27Sale19.99467,9449,354,2011,907,010May 31 08:02 PM
GOLDMAN SACHS GROUP INCDirectorMay 26Sale19.39437,2488,478,2392,731,973May 31 08:02 PM
GOLDMAN SACHS GROUP INC10% OwnerMay 24Sale12.20380,0004,636,00022,307,055May 26 09:55 PM
GOLDMAN SACHS GROUP INCDirectorMay 23Sale19.1813,818265,0292,910,205May 24 06:42 PM
GOLDMAN SACHS GROUP INCDirectorMay 20Sale19.26242,4724,670,0112,787,207May 24 06:42 PM
GOLDMAN SACHS GROUP INCDirectorMay 19Sale19.16123,8432,372,8322,977,489May 20 04:43 PM
GOLDMAN SACHS GROUP INCDirectorMay 18Sale19.1118,443352,4463,127,592May 20 04:43 PM
GOLDMAN SACHS GROUP INCDirectorMay 17Sale19.1690,4271,732,5813,130,987May 19 08:46 PM
SOLOMON DAVID MChairman of the Board and CEOApr 19Sale334.579,7683,268,08096,467Apr 21 04:30 PM
MS Morgan Stanley daily Stock Chart
MS [NYSE]
Morgan Stanley
IndexS&P 500 P/E12.35 EPS (ttm)7.40 Insider Own0.30% Shs Outstand1.70B Perf Week2.77%
Market Cap154.33B Forward P/E11.63 EPS next Y7.85 Insider Trans0.50% Shs Float1.33B Perf Month11.88%
Income13.11B PEG7.77 EPS next Q1.53 Inst Own65.10% Short Float1.47% Perf Quarter10.15%
Sales59.58B P/S2.59 EPS this Y24.20% Inst Trans-0.45% Short Ratio2.54 Perf Half Y-11.68%
Book/sh55.07 P/B1.66 EPS next Y17.84% ROA1.10% Target Price95.90 Perf Year-11.20%
Cash/sh77.71 P/C1.18 EPS next 5Y1.59% ROE13.60% 52W Range72.05 - 109.73 Perf YTD-6.94%
Dividend3.10 P/FCF12.30 EPS past 5Y22.40% ROI2.00% 52W High-16.82% Beta1.39
Dividend %3.39% Quick Ratio- Sales past 5Y10.00% Gross Margin90.30% 52W Low26.68% ATR1.83
Employees78000 Current Ratio- Sales Q/Q-4.30% Oper. Margin29.60% RSI (14)74.79 Volatility1.54% 1.84%
OptionableYes Debt/Eq6.96 EPS Q/Q-25.00% Profit Margin22.00% Rel Volume0.44 Prev Close91.35
ShortableYes LT Debt/Eq2.37 EarningsJul 14 BMO Payout37.30% Avg Volume7.72M Price91.28
Recom- SMA206.07% SMA5013.09% SMA2001.13% Volume1,790,538 Change-0.08%
May-03-22Upgrade Oppenheimer Perform → Outperform $111
Jan-28-22Downgrade Odeon Buy → Hold
Dec-03-21Upgrade Citigroup Neutral → Buy $105 → $115
Oct-15-21Downgrade RBC Capital Mkts Outperform → Sector Perform $97
Oct-04-21Reiterated Jefferies Buy $108 → $119
Sep-29-21Downgrade Oppenheimer Outperform → Perform
Sep-28-21Downgrade Berenberg Buy → Hold $91 → $95
Aug-13-21Downgrade Seaport Global Securities Buy → Neutral
Jul-07-21Resumed Keefe Bruyette Outperform $115
Jun-09-21Initiated Jefferies Buy $108
Apr-21-21Upgrade Berenberg Hold → Buy $67 → $91
Mar-02-21Upgrade Daiwa Securities Neutral → Outperform $86
Jan-06-21Initiated Daiwa Securities Neutral $71
Jan-04-21Upgrade Barclays Equal Weight → Overweight $88
Nov-10-20Downgrade Citigroup Buy → Neutral
Oct-13-20Resumed JP Morgan Overweight $57
Jul-08-20Initiated Seaport Global Securities Buy $61
Jun-24-20Upgrade DA Davidson Neutral → Buy $58
Jun-23-20Reiterated UBS Buy $45 → $52
May-21-20Upgrade Odeon Hold → Buy $47
Aug-18-22 09:50AM  
05:30AM  
Aug-17-22 11:30AM  
Aug-16-22 05:43PM  
Aug-15-22 05:28PM  
05:00PM  
04:30PM  
02:10PM  
01:00AM  
Aug-12-22 11:41AM  
11:26AM  
07:58AM  
05:00AM  
Aug-11-22 09:00AM  
08:41AM  
Aug-10-22 04:18PM  
01:43PM  
Aug-09-22 06:29PM  
04:30PM  
Aug-08-22 09:46AM  
Aug-05-22 05:31PM  
02:56PM  
12:11PM  
11:11AM  
10:35AM  
09:00AM  
Aug-04-22 05:02PM  
03:10PM  
02:40PM  
12:06PM  
Aug-03-22 09:35AM  
05:00AM  
Aug-02-22 09:39PM  
08:56AM  
Aug-01-22 04:44PM  
Jul-30-22 03:00AM  
Jul-29-22 01:21PM  
Jul-28-22 01:26PM  
Jul-26-22 11:10PM  
03:21PM  
Jul-25-22 04:29PM  
12:30PM  
12:26PM  
06:37AM  
Jul-24-22 08:11AM  
Jul-22-22 11:38AM  
06:29AM  
05:30AM  
Jul-21-22 08:13PM  
03:51PM  
01:25PM  
11:32AM  
10:24AM  
09:37AM  
Jul-20-22 12:35PM  
11:24AM  
09:38AM  
05:49AM  
12:30AM  
Jul-19-22 07:17PM  
01:55PM  
12:40PM  
11:58AM  
11:51AM  
11:14AM  
10:17AM  
09:27AM  
09:00AM  
06:30AM  
Jul-18-22 04:51PM  
08:48AM  
08:10AM  
Jul-17-22 08:24AM  
07:30AM  
05:33AM  
Jul-16-22 08:00AM  
Jul-15-22 07:13PM  
06:44PM  
04:28PM  
04:04PM  
03:18PM  
02:00PM  
11:31AM  
11:19AM  
11:09AM  
10:25AM  
09:30AM  
09:28AM  
08:45AM  
07:31AM  
06:50AM  
12:00AM  
Jul-14-22 08:00PM  
04:35PM  
04:30PM  
04:27PM  
04:04PM  
04:04PM  
04:04PM  
04:00PM  
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 Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
LUCZO STEPHEN JDirectorMay 12Buy79.3025,0001,982,425179,449May 13 04:16 PM
SAPERSTEIN ANDREW MCo-President/Head of WMFeb 08Sale105.7017,1621,813,998179,414Feb 09 04:16 PM
Hotsuki KeishiChief Risk OfficerFeb 07Sale105.0024,5002,572,500270,986Feb 09 04:14 PM
SIMKOWITZ DANIEL AHead of Investment ManagementJan 31Sale102.5618,4141,888,525302,996Feb 02 04:12 PM
PRUZAN JONATHANChief Operating OfficerJan 26Sale101.0518,4141,860,705287,602Jan 28 04:17 PM
CRAWLEY MANDELLChief Human Resources OfficerJan 21Sale98.577,475736,81236,308Jan 21 04:16 PM
SAPERSTEIN ANDREW MCo-President/Head of WMJan 20Sale96.8015,4711,497,593196,576Jan 21 04:24 PM
GROSSMAN ERIC FChief Legal OfficerJan 20Sale101.6333,2093,375,130289,476Jan 21 04:17 PM
DARLING ALISTAIRDirectorNov 09Sale99.461,00099,46032,675Nov 12 04:13 PM
FIG Simplify Macro Strategy ETF daily Stock Chart
FIG [NYSE]
Simplify Macro Strategy ETF
Index- P/E- EPS (ttm)- Insider Own- Shs Outstand- Perf Week0.17%
Market Cap- Forward P/E- EPS next Y- Insider Trans- Shs Float- Perf Month3.08%
Income- PEG- EPS next Q- Inst Own- Short Float- Perf Quarter1.96%
Sales- P/S- EPS this Y- Inst Trans- Short Ratio- Perf Half Y-
Book/sh- P/B- EPS next Y- ROA- Target Price- Perf Year-
Cash/sh- P/C- EPS next 5Y- ROE- 52W Range22.95 - 27.63 Perf YTD1.96%
Dividend0.28 P/FCF- EPS past 5Y- ROI- 52W High-7.82% Beta-
Dividend %1.11% Quick Ratio- Sales past 5Y- Gross Margin- 52W Low10.98% ATR0.28
Employees- Current Ratio- Sales Q/Q- Oper. Margin- RSI (14)59.94 Volatility1.30% 0.78%
OptionableNo Debt/Eq- EPS Q/Q- Profit Margin- Rel Volume0.52 Prev Close25.43
ShortableNo LT Debt/Eq- Earnings- Payout- Avg Volume11.12K Price25.47
Recom- SMA200.55% SMA503.78% SMA2003.49% Volume3,023 Change0.16%
May-17-22 08:56AM  
The fund will primarily invest in equity, fixed income, and alternative ETFs that are managed by the adviser. It may invest up to 20% of the fund's portfolio in derivatives. Such derivatives include equity, treasury, commodity, and currency futures (derivative contracts that obligate the buyer or seller to transact at a set price and predetermined time) and exchange-traded and over the counter ("OTC") put and call options on equities, treasuries, commodities, and currencies or futures.
XLF Financial Select Sector SPDR Fund daily Stock Chart
XLF [NYSE]
Financial Select Sector SPDR Fund
Index- P/E- EPS (ttm)- Insider Own- Shs Outstand- Perf Week2.98%
Market Cap- Forward P/E- EPS next Y- Insider Trans- Shs Float- Perf Month9.26%
Income- PEG- EPS next Q- Inst Own- Short Float- Perf Quarter4.36%
Sales- P/S- EPS this Y- Inst Trans- Short Ratio- Perf Half Y-11.37%
Book/sh- P/B- EPS next Y- ROA- Target Price- Perf Year-6.75%
Cash/sh- P/C- EPS next 5Y- ROE- 52W Range30.37 - 41.70 Perf YTD-8.76%
Dividend0.66 P/FCF- EPS past 5Y- ROI- 52W High-15.03% Beta-
Dividend %1.86% Quick Ratio- Sales past 5Y- Gross Margin- 52W Low16.66% ATR0.58
Employees- Current Ratio- Sales Q/Q- Oper. Margin- RSI (14)68.01 Volatility1.38% 1.45%
OptionableYes Debt/Eq- EPS Q/Q- Profit Margin- Rel Volume0.29 Prev Close35.63
ShortableYes LT Debt/Eq- Earnings- Payout- Avg Volume50.78M Price35.43
Recom- SMA204.52% SMA508.17% SMA200-3.55% Volume7,586,653 Change-0.56%
Jan-28-22Downgrade Goldman Buy → Neutral
Aug-16-22 06:15PM  
03:16PM  
01:22PM  
Aug-15-22 02:30PM  
Aug-08-22 03:32PM  
09:42AM  
Aug-05-22 03:14PM  
Aug-03-22 08:00AM  
Jul-27-22 10:18AM  
09:51AM  
Jul-26-22 10:31AM  
10:15AM  
Jul-22-22 10:15AM  
09:55AM  
Jul-21-22 03:44PM  
10:12AM  
Jul-20-22 10:41AM  
10:24AM  
Jul-19-22 09:52AM  
Jul-18-22 03:44PM  
11:13AM  
09:54AM  
Jul-15-22 04:23PM  
04:15PM  
03:18PM  
11:28AM  
10:25AM  
09:51AM  
08:13AM  
Jul-14-22 11:25AM  
10:10AM  
Jul-13-22 11:19AM  
10:18AM  
Jul-08-22 10:18AM  
09:57AM  
Jul-06-22 09:57AM  
Jul-05-22 12:08PM  
11:12AM  
10:12AM  
08:30AM  
08:00AM  
Jul-01-22 03:24PM  
11:20AM  
Jun-30-22 10:18AM  
Jun-28-22 01:00PM  
10:25AM  
10:00AM  
Jun-27-22 10:05AM  
10:00AM  
Jun-23-22 11:59AM  
11:10AM  
Jun-22-22 12:04PM  
Jun-16-22 11:30AM  
Jun-14-22 10:32AM  
Jun-10-22 04:16PM  
Jun-09-22 04:10PM  
02:31PM  
Jun-07-22 10:17AM  
Jun-06-22 10:22AM  
10:06AM  
Jun-02-22 08:00AM  
May-27-22 06:19AM  
May-26-22 01:14PM  
11:17AM  
May-23-22 10:12AM  
May-18-22 09:52AM  
May-17-22 04:28PM  
12:10PM  
10:27AM  
May-16-22 04:31PM  
May-12-22 10:26AM  
May-09-22 11:16AM  
May-05-22 03:28PM  
01:00PM  
09:44AM  
May-04-22 10:05AM  
May-02-22 12:00AM  
Apr-28-22 05:13PM  
Apr-22-22 01:00PM  
10:00AM  
Apr-18-22 04:51PM  
03:38PM  
03:16PM  
10:19AM  
Apr-14-22 05:03PM  
04:26PM  
02:28PM  
11:47AM  
Apr-13-22 06:38PM  
03:34PM  
03:17PM  
Apr-12-22 04:30PM  
04:12PM  
04:00PM  
03:28PM  
03:21PM  
Apr-08-22 03:49PM  
01:27PM  
Apr-07-22 04:10PM  
Apr-06-22 04:29PM  
The fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: diversified financial services; insurance; banks; capital markets; mortgage real estate investment trusts ("REITs"); consumer finance; and thrifts and mortgage finance. The fund is non-diversified.