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Morgan Stanley shares owned by Atlas Private Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Atlas Private Wealth Advisors from 13F filings

Historical chart of Atlas Private Wealth Advisors investment in Morgan Stanley

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All positions including Morgan Stanley held by Atlas Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $252k 1.8k 140.86
2023-09-30 $1.8M 22k 81.67
2023-06-30 $1.9M 22k 85.40
2023-03-31 $950k 11k 87.80
2022-12-31 $920k 11k 85.02
2022-09-30 $860k 11k 79.00
2022-06-30 $826k 11k 76.05
2022-03-31 $946k 11k 87.37
2021-12-31 $1.1M 11k 98.17
2021-09-30 $1.1M 11k 97.32
2021-06-30 $1.0M 11k 91.73
2021-03-31 $891k 12k 77.69
2020-12-31 $784k 11k 68.50
2020-09-30 $579k 12k 48.33
2020-06-30 $611k 13k 48.30