A detailed history of Atlas Private Wealth Management transactions in Morgan Stanley stock. As of the latest transaction made, Atlas Private Wealth Management holds 21,824 shares of MS stock, worth $2.6 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
21,824
Previous 19,911 9.61%
Holding current value
$2.6 Million
Previous $1.86 Million 10.67%
% of portfolio
0.91%
Previous 0.92%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$83.9 - $94.16 $160,500 - $180,128
1,913 Added 9.61%
21,824 $2.05 Million
Q4 2023

Jan 19, 2024

BUY
$70.4 - $93.66 $53,222 - $70,806
756 Added 3.95%
19,911 $1.86 Million
Q3 2023

Oct 23, 2023

BUY
$81.65 - $94.67 $89,243 - $103,474
1,093 Added 6.05%
19,155 $1.56 Million
Q2 2023

Jul 13, 2023

BUY
$81.22 - $91.12 $238,543 - $267,619
2,937 Added 19.42%
18,062 $1.54 Million
Q1 2023

Apr 26, 2023

BUY
$83.95 - $100.83 $43,905 - $52,734
523 Added 3.58%
15,125 $1.33 Million
Q4 2022

Jan 18, 2023

BUY
$75.3 - $93.04 $107,453 - $132,768
1,427 Added 10.83%
14,602 $0
Q3 2022

Oct 26, 2022

BUY
$21.84 - $90.15 $11,706 - $48,320
536 Added 4.24%
13,175 $1.04 Million
Q2 2022

Jul 19, 2022

SELL
$72.9 - $90.61 $95,353 - $118,517
-1,308 Reduced 9.38%
12,639 $961,000
Q1 2022

Apr 25, 2022

BUY
$83.31 - $108.73 $14,995 - $19,571
180 Added 1.31%
13,947 $1.22 Million
Q4 2021

Feb 07, 2022

SELL
$94.82 - $104.66 $51,107 - $56,411
-539 Reduced 3.77%
13,767 $1.35 Million
Q3 2021

Oct 25, 2021

BUY
$87.64 - $105.45 $29,709 - $35,747
339 Added 2.43%
14,306 $1.39 Million
Q2 2021

Aug 05, 2021

BUY
$77.29 - $93.96 $71,029 - $86,349
919 Added 7.04%
13,967 $1.28 Million
Q1 2021

Apr 26, 2021

SELL
$67.05 - $84.34 $4,224 - $5,313
-63 Reduced 0.48%
13,048 $1.01 Million
Q4 2020

Jan 27, 2021

SELL
$47.26 - $68.53 $6,947 - $10,073
-147 Reduced 1.11%
13,111 $898,000
Q3 2020

Nov 05, 2020

BUY
$46.42 - $53.25 $90,658 - $103,997
1,953 Added 17.28%
13,258 $641,000
Q2 2020

Aug 04, 2020

BUY
$31.62 - $50.4 $94 - $151
3 Added 0.03%
11,305 $546,000
Q1 2020

May 12, 2020

BUY
$27.81 - $57.51 $15,796 - $32,665
568 Added 5.29%
11,302 $384,000
Q4 2019

Feb 11, 2020

BUY
$39.82 - $51.12 $427,427 - $548,722
10,734 New
10,734 $549,000

Others Institutions Holding MS

About MORGAN STANLEY


  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $202B
  • 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
Track This Portfolio

Track Atlas Private Wealth Management Portfolio

Follow Atlas Private Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Private Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Management with notifications on news.