Atria Investments LLC Morgan Stanley Transaction History

Atria Investments LLC

  • $7.56 Billion
  • Q3 2024

A detailed history of Atria Investments LLC transactions in Morgan Stanley stock. As of the latest transaction made, Atria Investments LLC holds 105,863 shares of MS stock, worth $14.5 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
105,863
Previous 95,946 10.34%
Holding current value
$14.5 Million
Previous $9.32 Million 18.35%
% of portfolio
0.15%
Previous 0.13%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$92.07 - $106.96 $913,058 - $1.06 Million
9,917 Added 10.34%
105,863 $11 Million
Q2 2024

Aug 13, 2024
BUY
$86.19 - $101.53 $607,984 - $716,192
7,054 Added 7.94%
95,946 $9.32 Million
Q1 2024

May 21, 2024
BUY
$83.9 - $94.16 $247,001 - $277,207
2,944 Added 3.43%
88,892 $8.37 Million
Q4 2023

Feb 14, 2024
BUY
$70.4 - $93.66 $374,035 - $497,615
5,313 Added 6.59%
85,948 $8.01 Million
Q3 2023

Nov 07, 2023
BUY
$81.65 - $94.67 $455,607 - $528,258
5,580 Added 7.43%
80,635 $6.59 Million
Q2 2023

Aug 04, 2023
SELL
$81.22 - $91.12 $113,708 - $127,568
-1,400 Reduced 1.83%
75,055 $6.41 Million
Q1 2023

May 10, 2023
BUY
$83.95 - $100.83 $2.02 Million - $2.43 Million
24,105 Added 46.05%
76,455 $6.71 Million
Q4 2022

Jan 31, 2023
SELL
$75.3 - $93.04 $171,006 - $211,293
-2,271 Reduced 4.16%
52,350 $4.45 Million
Q3 2022

Nov 01, 2022
SELL
$21.84 - $90.15 $182,582 - $753,654
-8,360 Reduced 13.27%
54,621 $4.32 Million
Q2 2022

Aug 11, 2022
SELL
$72.9 - $90.61 $933,921 - $1.16 Million
-12,811 Reduced 16.9%
62,981 $4.79 Million
Q1 2022

May 02, 2022
BUY
$83.31 - $108.73 $395,389 - $516,032
4,746 Added 6.68%
75,792 $6.62 Million
Q4 2021

Feb 04, 2022
BUY
$94.82 - $104.66 $1.81 Million - $2 Million
19,066 Added 36.68%
71,046 $6.97 Million
Q3 2021

Nov 16, 2021
SELL
$87.64 - $105.45 $303,935 - $365,700
-3,468 Reduced 6.25%
51,980 $5.06 Million
Q2 2021

Aug 10, 2021
BUY
$77.29 - $93.96 $750,872 - $912,821
9,715 Added 21.24%
55,448 $5.08 Million
Q1 2021

May 11, 2021
BUY
$67.05 - $84.34 $220,996 - $277,984
3,296 Added 7.77%
45,733 $3.55 Million
Q4 2020

Feb 12, 2021
BUY
$47.26 - $68.53 $296,934 - $430,573
6,283 Added 17.38%
42,437 $2.91 Million
Q3 2020

Nov 05, 2020
BUY
$46.42 - $53.25 $24,695 - $28,329
532 Added 1.49%
36,154 $1.75 Million
Q2 2020

Sep 22, 2020
BUY
$31.62 - $50.4 $1.13 Million - $1.8 Million
35,622 New
35,622 $1.72 Million
Q1 2020

May 15, 2020
SELL
$27.81 - $57.51 $830,656 - $1.72 Million
-29,869 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$39.82 - $51.12 $377,493 - $484,617
9,480 Added 46.5%
29,869 $1.53 Million
Q3 2019

Nov 14, 2019
BUY
$39.1 - $45.74 $14,740 - $17,243
377 Added 1.88%
20,389 $870,000
Q2 2019

Aug 26, 2019
BUY
$40.69 - $48.46 $814,288 - $969,781
20,012 New
20,012 $789,000
Q2 2019

Aug 09, 2019
SELL
$40.69 - $48.46 $885,699 - $1.05 Million
-21,767 Closed
0 $0
Q1 2019

May 15, 2019
SELL
$39.68 - $44.49 $738,563 - $828,092
-18,613 Reduced 46.09%
21,767 $919,000
Q4 2018

Feb 12, 2019
BUY
$37.01 - $47.27 $398,338 - $508,767
10,763 Added 36.34%
40,380 $1.6 Million
Q3 2018

Oct 09, 2018
BUY
$46.57 - $51.05 $168,769 - $185,005
3,624 Added 13.94%
29,617 $1.38 Million
Q2 2018

Jul 13, 2018
BUY
$47.19 - $55.22 $181,068 - $211,879
3,837 Added 17.32%
25,993 $1.23 Million
Q1 2018

Apr 30, 2018
SELL
$51.79 - $58.91 $44,228 - $50,309
-854 Reduced 3.71%
22,156 $1.2 Million
Q4 2017

Jan 16, 2018
BUY
$48.1 - $53.85 $218,710 - $244,855
4,547 Added 24.63%
23,010 $1.21 Million
Q3 2017

Oct 12, 2017
BUY
$44.01 - $48.31 $812,556 - $891,947
18,463
18,463 $889,000

Others Institutions Holding MS

# of Institutions
2,153
Shares Held
1.31B
Call Options Held
26.2M
Put Options Held
29.4M
View Full List

About MORGAN STANLEY

MS Quotes by TradingView
  • Ticker MS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,694,000,000
  • Market Cap $233B
  • 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
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