Atria Wealth Solutions, Inc. Morgan Stanley Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Morgan Stanley stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 48,383 shares of MS stock, worth $6.62 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

48,383

Previous 46,068 5.03%

Holding current value

$6.62 Million

Previous $4.8 Million 26.66%

% of portfolio

0.07%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$104.42 - $134.99 $241,732 - $312,501	2,315 Added 5.03%	48,383 $6.08 Million
Q3 2024 Nov 08, 2024	SELL	$92.07 - $106.96 $634,454 - $737,061	-6,891 Reduced 13.01%	46,068 $4.8 Million
Q2 2024 Jul 22, 2024	SELL	$86.19 - $101.53 $264,689 - $311,798	-3,071 Reduced 5.48%	52,959 $5.15 Million
Q1 2024 May 13, 2024	BUY	$83.9 - $94.16 $356,071 - $399,615	4,244 Added 8.2%	56,030 $5.28 Million
Q4 2023 Feb 02, 2024	BUY	$70.4 - $93.66 $14,854 - $19,762	211 Added 0.41%	51,786 $4.83 Million
Q3 2023 Nov 08, 2023	BUY	$81.65 - $94.67 $1.05 Million - $1.21 Million	12,817 Added 33.07%	51,575 $4.21 Million
Q2 2023 Aug 03, 2023	SELL	$81.22 - $91.12 $358,261 - $401,930	-4,411 Reduced 10.22%	38,758 $3.31 Million
Q1 2023 Aug 22, 2023	SELL	$83.95 - $100.83 $25,772 - $30,954	-307 Reduced 0.79%	38,451 $3.38 Million
Q1 2023 Jun 14, 2023	BUY	$83.95 - $100.83 $396,076 - $475,715	4,718 Added 12.27%	43,169 $3.79 Million
Q1 2023 May 10, 2023	SELL	$83.95 - $100.83 $412,110 - $494,974	-4,909 Reduced 11.32%	38,451 $3.38 Million
Q4 2022 Aug 30, 2023	BUY	$75.3 - $93.04 $332,148 - $410,399	4,411 Added 11.38%	43,169 $3.67 Million
Q4 2022 Feb 13, 2023	SELL	$75.3 - $93.04 $398,111 - $491,902	-5,287 Reduced 10.87%	43,360 $3.69 Million
Q3 2022 Feb 13, 2023	SELL	$21.84 - $90.15 $269,003 - $1.11 Million	-12,317 Reduced 20.2%	48,647 $3.84 Million
Q3 2022 Nov 14, 2022	BUY	$21.84 - $90.15 $621,500 - $2.57 Million	28,457 Added 87.54%	60,964 $4.75 Million
Q2 2022 Aug 15, 2022	SELL	$72.9 - $90.61 $1.32 Million - $1.64 Million	-18,121 Reduced 35.79%	32,507 $2.47 Million
Q1 2022 May 16, 2022	BUY	$83.31 - $108.73 $4.22 Million - $5.5 Million	50,628 New	50,628 $4.42 Million

Others Institutions Holding MS

# of Institutions

2,331

Shares Held

1.32B

Call Options Held

25.6M

Put Options Held

29M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $232B
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 Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Morgan Stanley Transaction History