A detailed history of Atlas Capital Advisors LLC transactions in Morgan Stanley stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 1,871 shares of MS stock, worth $223,584. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,871
Previous 1,916 2.35%
Holding current value
$223,584
Previous $180 Million 0.79%
% of portfolio
0.02%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

SELL
$86.19 - $101.53 $3,878 - $4,568
-45 Reduced 2.35%
1,871 $182 Million
Q1 2024

Apr 15, 2024

BUY
$83.9 - $94.16 $8,390 - $9,416
100 Added 5.51%
1,916 $180 Million
Q4 2023

Feb 15, 2024

SELL
$70.4 - $93.66 $42,240 - $56,196
-600 Reduced 24.83%
1,816 $169 Million
Q2 2023

Aug 15, 2023

BUY
$81.22 - $91.12 $48,732 - $54,672
600 Added 33.04%
2,416 $206 Million
Q2 2022

Aug 16, 2022

SELL
$72.9 - $90.61 $33,898 - $42,133
-465 Reduced 20.39%
1,816 $138 Million
Q1 2022

May 11, 2022

SELL
$83.31 - $108.73 $33,324 - $43,492
-400 Reduced 14.92%
2,281 $199 Million
Q4 2021

Feb 01, 2022

SELL
$94.82 - $104.66 $17,352 - $19,152
-183 Reduced 6.39%
2,681 $263 Million
Q3 2021

Oct 28, 2021

BUY
$87.64 - $105.45 $13,146 - $15,817
150 Added 5.53%
2,864 $278,000
Q2 2021

Jul 30, 2021

BUY
$77.29 - $93.96 $1,623 - $1,973
21 Added 0.78%
2,714 $248,000
Q1 2021

May 10, 2021

BUY
$67.05 - $84.34 $21,053 - $26,482
314 Added 13.2%
2,693 $209,000
Q4 2020

Feb 16, 2021

BUY
$47.26 - $68.53 $112,431 - $163,032
2,379 New
2,379 $163,000
Q1 2019

Apr 29, 2019

SELL
$39.68 - $44.49 $6,110 - $6,851
-154 Closed
0 $0
Q4 2018

Jan 29, 2019

SELL
$37.01 - $47.27 $549,931 - $702,384
-14,859 Reduced 98.97%
154 $6,000
Q3 2018

Nov 09, 2018

SELL
$46.57 - $51.05 $312,298 - $342,341
-6,706 Reduced 30.88%
15,013 $0
Q2 2018

Jul 30, 2018

SELL
$47.19 - $55.22 $39,167 - $45,832
-830 Reduced 3.68%
21,719 $0
Q1 2018

Apr 18, 2018

BUY
$51.79 - $58.91 $1.17 Million - $1.33 Million
22,549 New
22,549 $0

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 Capital Advisors LLC Portfolio

Follow Atlas Capital Advisors LLC 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 Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Capital Advisors LLC with notifications on news.