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Morgan Stanley shares owned by Atria Investments

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Morgan Stanley

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All positions including Morgan Stanley held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 106k 104.24
2024-06-30 $9.3M 96k 97.19
2024-03-31 $8.4M 89k 94.16
2023-12-31 $8.0M 86k 93.25
2023-09-30 $6.6M 81k 81.67
2023-06-30 $6.4M 75k 85.40
2023-03-31 $6.7M 77k 87.80
2022-12-31 $4.5M 52k 85.02
2022-09-30 $4.3M 55k 79.02
2022-06-30 $4.8M 63k 76.05
2022-03-31 $6.6M 76k 87.40
2021-12-31 $7.0M 71k 98.16
2021-09-30 $5.1M 52k 97.31
2021-06-30 $5.1M 55k 91.69
2021-03-31 $3.6M 46k 77.67
2020-12-31 $2.9M 42k 68.53
2020-09-30 $1.7M 36k 48.35
2020-06-30 $1.7M 36k 48.31
2019-12-31 $1.5M 30k 51.12
2019-09-30 $870k 20k 42.67
2019-06-30 $789k 20k 39.43
2019-03-31 $919k 22k 42.22
2018-12-31 $1.6M 40k 39.65
2018-09-30 $1.4M 30k 46.56
2018-06-30 $1.2M 26k 47.40
2018-03-31 $1.2M 22k 53.98
2017-12-31 $1.2M 23k 52.46
2017-09-30 $889k 19k 48.15
2017-06-30 $489k 11k 44.56
2017-03-31 $457k 11k 42.85
2016-12-31 $388k 9.2k 42.23
2016-09-30 $289k 9.0k 32.05
2015-09-30 $5.4k 169 31.78
2015-06-30 $255k 6.6k 38.75
2015-03-31 $238k 6.7k 35.62
2014-12-31 $283k 7.3k 38.77
2014-09-30 $260k 7.5k 34.60
2011-12-31 $241k 18k 13.54