Purchases and Sales Made in Q1 2024 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q1 2024. The information is specifically focused on institutions that hold shares of MORGAN STANLEY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.76K+ 16.2% |
$148K - $166K
|
12.6K
$1.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.75K+ 134.62% |
$147K - $165K
|
3.05K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.74K+ 0.79% |
$146K - $164K
|
222K
$28.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.72K+ 3.94% |
$144K - $162K
|
45.4K
$5.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.71K+ 5.11% |
$144K - $161K
|
35.2K
$4.5M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.68K+ 5.55% |
$141K - $158K
|
32K
$4.09M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.67K+ 1.83% |
$140K - $157K
|
92.9K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.67K+ 25.65% |
$140K - $157K
|
8.16K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.66K+ 12.58% |
$139K - $156K
|
14.8K
$1.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.64K+ 11.99% |
$138K - $155K
|
15.3K
$1.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.63K+ 3.17% |
$137K - $154K
|
53.1K
$6.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.62K+ 47.85% |
$136K - $153K
|
5.01K
$640K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.6KNew |
$134K - $150K
|
1.6K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.58K+ 58.02% |
$133K - $149K
|
4.3K
$550K
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.57K+ 13.95% |
$132K - $148K
|
12.8K
$1.64M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.57K+ 21.94% |
$132K - $148K
|
8.74K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
1.54K+ 2.45% |
$129K - $145K
|
64.4K
$8.24M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.52K+ 2.6% |
$128K - $143K
|
60.2K
$7.7M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.52K+ 21.9% |
$128K - $143K
|
8.46K
$1.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.51K+ 6.53% |
$127K - $143K
|
24.7K
$3.16M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.51K+ 3.23% |
$127K - $142K
|
48.4K
$6.18M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.5K+ 1.4% |
$126K - $142K
|
109K
$13.9M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.5K+ 2.46% |
$126K - $141K
|
62.4K
$7.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.47K+ 3.08% |
$123K - $138K
|
49.1K
$6.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 39.23% |
$121K - $136K
|
5.12K
$654K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
1.44K+ 28.68% |
$120K - $135K
|
6.44K
$823K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.43K+ 33.4% |
$120K - $134K
|
5.7K
$729K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.42KNew |
$119K - $134K
|
1.42K
$182K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.39K+ 73.13% |
$117K - $131K
|
3.29K
$421K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.39K+ 13.55% |
$117K - $131K
|
11.6K
$1.49M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 6.37% |
$116K - $131K
|
23.1K
$2.96M
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
1.38K+ 8.22% |
$115K - $129K
|
18.1K
$2.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.37K+ 4.65% |
$115K - $129K
|
30.8K
$3.94M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.35K+ 2.46% |
$114K - $127K
|
56.3K
$7.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.35K+ 9.26% |
$114K - $127K
|
16K
$2.04M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
1.35K+ 19.29% |
$113K - $127K
|
8.35K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.34K+ 1.42% |
$113K - $126K
|
95.9K
$12.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.34K+ 29.56% |
$112K - $126K
|
5.87K
$751K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
1.31K+ 20.99% |
$110K - $124K
|
7.56K
$967K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.3K+ 1.62% |
$109K - $123K
|
81.7K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.3K+ 2.66% |
$109K - $122K
|
50.2K
$6.42M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$109K - $122K
|
1.3K
$166K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.27K+ 15.52% |
$107K - $120K
|
9.46K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.25K+ 53.16% |
$105K - $118K
|
3.61K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Hamlin Capital Management, LLC
|
BUY
|
- |
1.24K+ 0.09% |
$104K - $117K
|
1.4M
$179M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.24K+ 13.11% |
$104K - $116K
|
10.7K
$1.36M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.24K+ 51.54% |
$104K - $116K
|
3.63K
$464K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.21K+ 29.18% |
$102K - $114K
|
5.36K
$685K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.2K+ 3.84% |
$101K - $113K
|
32.5K
$4.15M
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.2K+ 2.59% |
$101K - $113K
|
47.6K
$6.09M
|