Steward Partners Investment Advisory, LLC Ms&Ad Insurance Group Holdings Transaction History

Steward Partners Investment Advisory, LLC

$9.37 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$9.75 - $11.88 $2,535 - $3,088	-260 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$9.43 - $10.55 $2,451 - $2,743	260 New	260 $4,000

Others Institutions Holding MSADY

# of Institutions

10

Shares Held

332K

Call Options Held

0

Put Options Held

0

Thomas White International LTD Chicago, IL

200K
Shares

$4.67 Million
0.76% of portfolio
Ativo Capital Management LLC Chicago, IL

74.3K
Shares

$1.73 Million
1.8% of portfolio
Rhumbline Advisers Boston, MA

28K
Shares

$653,240
0.0% of portfolio
Atlas Capital Advisors LLC San Francisco, CA

19.9K
Shares

$464,500
0.06% of portfolio
Gamma Investing LLC Foster City, CA

5.59K
Shares

$130,484
0.01% of portfolio

About MS&AD INSURANCE GROUP HOLDINGS

Ticker MSADY
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 1,071,409,984
Market Cap $25B

More about MSADY

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