Morgan Stanley shares owned by Atlantic Trust
Historical chart of Atlantic Trust investment in Morgan Stanley
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All positions including Morgan Stanley held by Atlantic Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Atlantic Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $48M | 301k | 158.96 |
| 2025-06-30 | $42M | 295k | 140.86 |
| 2025-03-31 | $30M | 295k | 100.31 |
| 2024-12-31 | $38M | 300k | 127.86 |
| 2024-09-30 | $30M | 288k | 104.24 |
| 2024-06-30 | $29M | 289k | 100.59 |
| 2024-03-31 | $28M | 296k | 93.53 |
| 2023-09-30 | $71M | 867k | 81.67 |
| 2023-06-30 | $81M | 946k | 85.40 |
| 2023-03-31 | $85M | 1.3M | 63.85 |
| 2022-12-31 | $153M | 1.8M | 85.02 |
| 2022-09-30 | $71M | 909k | 77.92 |
| 2022-06-30 | $68M | 899k | 76.06 |
| 2022-03-31 | $55M | 630k | 87.40 |
| 2021-12-31 | $78M | 791k | 98.16 |
| 2021-09-30 | $74M | 762k | 97.31 |
| 2021-06-30 | $61M | 669k | 91.69 |
| 2021-03-31 | $20M | 259k | 77.67 |
| 2020-12-31 | $11M | 160k | 68.53 |
| 2020-09-30 | $409k | 8.5k | 48.25 |
| 2020-06-30 | $3.6M | 75k | 48.29 |
| 2020-03-31 | $943k | 28k | 34.05 |
| 2019-12-31 | $1.4M | 28k | 51.14 |
| 2019-09-30 | $910k | 21k | 42.68 |
| 2019-06-30 | $1.0M | 24k | 43.83 |
| 2019-03-31 | $944k | 22k | 42.15 |
| 2018-12-31 | $970k | 25k | 39.65 |
| 2018-09-30 | $1.3M | 29k | 46.57 |
| 2018-06-30 | $1.0M | 21k | 47.39 |
| 2018-03-31 | $1.3M | 25k | 53.96 |
| 2017-12-31 | $1.1M | 22k | 52.47 |
| 2017-09-30 | $882k | 18k | 48.17 |
| 2017-06-30 | $758k | 17k | 44.54 |
| 2017-03-31 | $663k | 16k | 42.82 |
| 2016-12-31 | $577k | 14k | 42.28 |
| 2016-09-30 | $398k | 13k | 30.51 |
| 2016-06-30 | $384k | 15k | 25.99 |
| 2016-03-31 | $410k | 16k | 25.00 |
| 2015-12-31 | $668k | 21k | 31.80 |
| 2015-09-30 | $428k | 14k | 31.48 |
| 2015-06-30 | $674k | 17k | 38.81 |
| 2015-03-31 | $598k | 17k | 35.71 |
| 2014-12-31 | $692k | 18k | 38.82 |
| 2014-09-30 | $409k | 12k | 34.61 |
| 2014-06-30 | $365k | 11k | 32.34 |
| 2014-03-31 | $352k | 11k | 31.43 |