Atlas Private Wealth Management Morgan Stanley Transaction History

Atlas Private Wealth Management

$227 Million
Q1 2024

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 $2.95 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

21,824

Previous 19,911 9.61%

Holding current value

$2.95 Million

Previous $1.86 Million 10.67%

% of portfolio

0.91%

Previous 0.92%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,122

Shares Held

1.31B

Call Options Held

26.3M

Put Options Held

29.4M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $229B
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

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.

Account

Atlas Private Wealth Management Morgan Stanley Transaction History