Heritage Wealth Advisors Ms&Ad Insurance Group Holdings Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$8.03 - $11.5 $401 - $575	-50 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$10.33 - $11.36 $516 - $568	50 New	50 $0

Others Institutions Holding MSADY

# of Institutions

10

Shares Held

330K

Call Options Held

0

Put Options Held

0

Thomas White International LTD Chicago, IL

200K
Shares

$4.17 Million
0.76% of portfolio
Ativo Capital Management LLC Chicago, IL

73.9K
Shares

$1.54 Million
1.6% of portfolio
Rhumbline Advisers Boston, MA

25.7K
Shares

$533,305
0.0% of portfolio
Atlas Capital Advisors LLC San Francisco, CA

21K
Shares

$435,758
0.07% of portfolio
Gamma Investing LLC Foster City, CA

5.85K
Shares

$121,517
0.01% of portfolio

About MS&AD INSURANCE GROUP HOLDINGS

Ticker MSADY
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 1,071,409,984
Market Cap $22.3B

More about MSADY

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