Atlas Private Wealth Advisors Morgan Stanley Transaction History

Atlas Private Wealth Advisors

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$81.65 - $94.67 $979 - $1,136	12 Added 0.06%	21,750 $1.78 Million
Q2 2023 Aug 04, 2023	BUY	$81.22 - $91.12 $886,597 - $994,665	10,916 Added 100.87%	21,738 $1.86 Million
Q1 2023 Apr 12, 2023	BUY	$83.95 - $100.83 $335 - $403	4 Added 0.04%	10,822 $950,000
Q4 2022 Feb 14, 2023	SELL	$75.3 - $93.04 $5,120 - $6,326	-68 Reduced 0.62%	10,818 $919,000
Q3 2022 Nov 14, 2022	BUY	$21.84 - $90.15 $546 - $2,253	25 Added 0.23%	10,886 $860,000
Q2 2022 Aug 15, 2022	BUY	$72.9 - $90.61 $2,405 - $2,990	33 Added 0.3%	10,861 $826,000
Q1 2022 Apr 26, 2022	SELL	$83.31 - $108.73 $12,746 - $16,635	-153 Reduced 1.39%	10,828 $946,000
Q4 2021 Apr 21, 2022	SELL	$94.82 - $104.66 $284 - $313	-3 Reduced 0.03%	10,981 $1.08 Million
Q3 2021 Oct 26, 2021	SELL	$87.64 - $105.45 $37,685 - $45,343	-430 Reduced 3.77%	10,984 $1.07 Million
Q2 2021 Aug 02, 2021	SELL	$77.29 - $93.96 $4,250 - $5,167	-55 Reduced 0.48%	11,414 $1.05 Million
Q1 2021 Apr 28, 2021	BUY	$67.05 - $84.34 $1,542 - $1,939	23 Added 0.2%	11,469 $891,000
Q4 2020 Jan 29, 2021	SELL	$47.26 - $68.53 $25,236 - $36,595	-534 Reduced 4.46%	11,446 $784,000
Q3 2020 Oct 27, 2020	SELL	$46.42 - $53.25 $31,101 - $35,677	-670 Reduced 5.3%	11,980 $579,000
Q2 2020 Aug 14, 2020	BUY	$31.62 - $50.4 $399,993 - $637,560	12,650 New	12,650 $611,000

2,125

1.31B

26.3M

29.4M

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $216B
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...

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