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 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-25- 2.75% |
$2.1K - $2.35K
|
885
$113K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-25- 0.43% |
$2.1K - $2.35K
|
5.84K
$747K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-26- 1.15% |
$2.18K - $2.45K
|
2.24K
$286K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.75% |
$2.35K - $2.64K
|
3.72K
$475K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-28- 63.64% |
$2.35K - $2.64K
|
16
$2.05K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-30- 0.14% |
$2.52K - $2.82K
|
20.9K
$2.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-30- 1.3% |
$2.52K - $2.82K
|
2.27K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-30- 0.36% |
$2.52K - $2.82K
|
8.2K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-30- 0.52% |
$2.52K - $2.82K
|
5.74K
$734K
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-30- 0.74% |
$2.52K - $2.82K
|
4.02K
$515K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-31- 0.38% |
$2.6K - $2.92K
|
8.05K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-32- 0.27% |
$2.68K - $3.01K
|
11.8K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-33- 0.24% |
$2.77K - $3.11K
|
13.5K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-35- 0.78% |
$2.94K - $3.3K
|
4.43K
$566K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-35- 1.36% |
$2.94K - $3.3K
|
2.53K
$324K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-37- 1.49% |
$3.1K - $3.48K
|
2.44K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-37- 26.24% |
$3.1K - $3.48K
|
104
$13.3K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-38- 0.18% |
$3.19K - $3.58K
|
20.5K
$2.62M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-39- 0.07% |
$3.27K - $3.67K
|
52.3K
$6.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-40- 6.67% |
$3.36K - $3.77K
|
560
$71.6K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-40- 0.59% |
$3.36K - $3.77K
|
6.74K
$862K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-40- 50.0% |
$3.36K - $3.77K
|
40
$5.11K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-42- 0.42% |
$3.52K - $3.95K
|
9.88K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-43- 0.39% |
$3.61K - $4.05K
|
10.8K
$1.39M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-44- 1.2% |
$3.69K - $4.14K
|
3.62K
$463K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 2.94% |
$3.69K - $4.14K
|
1.46K
$186K
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-45- 1.01% |
$3.78K - $4.24K
|
4.4K
$563K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-46- 90.2% |
$3.86K - $4.33K
|
5
$639
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-47- 0.57% |
$3.94K - $4.43K
|
8.19K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-49- 0.26% |
$4.11K - $4.61K
|
18.9K
$2.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-50- 10.66% |
$4.2K - $4.71K
|
419
$53.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-53- 2.0% |
$4.45K - $4.99K
|
2.6K
$332K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-53- 1.61% |
$4.45K - $4.99K
|
3.24K
$414K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-53- 0.55% |
$4.45K - $4.99K
|
9.58K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-54- 80.6% |
$4.53K - $5.08K
|
13
$1.66K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-54- 1.48% |
$4.53K - $5.08K
|
3.6K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-58- 1.86% |
$4.87K - $5.46K
|
3.05K
$390K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-59- 0.98% |
$4.95K - $5.56K
|
5.97K
$763K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-60- 0.85% |
$5.03K - $5.65K
|
7.03K
$899K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-61- 0.99% |
$5.12K - $5.74K
|
6.12K
$782K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-61- 0.66% |
$5.12K - $5.74K
|
9.18K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-61- 26.87% |
$5.12K - $5.74K
|
166
$21.2K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-61- 0.07% |
$5.12K - $5.74K
|
93.4K
$11.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-63- 0.55% |
$5.29K - $5.93K
|
11.3K
$1.44M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-65- 0.75% |
$5.45K - $6.12K
|
8.55K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-65- 0.16% |
$5.45K - $6.12K
|
41K
$5.24M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-65- 1.44% |
$5.45K - $6.12K
|
4.44K
$568K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-66- 1.73% |
$5.54K - $6.21K
|
3.74K
$478K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-67- 2.2% |
$5.62K - $6.31K
|
2.98K
$381K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-71- 59.66% |
$5.96K - $6.69K
|
48
$6.14K
|