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
Download as csvQuarterly 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 |
More positions owned by Atlas Private Wealth Advisors
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