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 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-73- 2.69% |
$6.12K - $6.87K
|
2.64K
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-75- 1.08% |
$6.29K - $7.06K
|
6.84K
$875K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-75- 2.42% |
$6.29K - $7.06K
|
3.02K
$387K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-77- 95.06% |
$6.46K - $7.25K
|
4
$511
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-78- 2.75% |
$6.54K - $7.34K
|
2.76K
$353K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-78- 3.16% |
$6.54K - $7.34K
|
2.39K
$305K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-79- 1.43% |
$6.63K - $7.44K
|
5.45K
$697K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-80- 1.83% |
$6.71K - $7.53K
|
4.29K
$549K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-80- 2.83% |
$6.71K - $7.53K
|
2.75K
$351K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-83- 2.39% |
$6.96K - $7.82K
|
3.39K
$433K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-84- 5.12% |
$7.05K - $7.91K
|
1.56K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-84- 3.43% |
$7.05K - $7.91K
|
2.36K
$302K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-85- 7.62% |
$7.13K - $8K
|
1.03K
$132K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-86- 3.01% |
$7.22K - $8.1K
|
2.78K
$355K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-87- 0.56% |
$7.3K - $8.19K
|
15.4K
$1.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
SELL
|
- |
-87- 0.33% |
$7.3K - $8.19K
|
26.4K
$3.38M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-87- 1.02% |
$7.3K - $8.19K
|
8.43K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-88- 1.5% |
$7.38K - $8.29K
|
5.77K
$738K
|
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-89- 0.58% |
$7.47K - $8.38K
|
15.3K
$1.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-90- 0.76% |
$7.55K - $8.47K
|
11.8K
$1.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-90- 23.08% |
$7.55K - $8.47K
|
300
$38.4K
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-90- 2.14% |
$7.55K - $8.47K
|
4.11K
$525K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-94- 3.93% |
$7.89K - $8.85K
|
2.3K
$294K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-95- 1.01% |
$7.97K - $8.95K
|
9.34K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-95- 0.89% |
$7.97K - $8.95K
|
10.6K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-95- 2.85% |
$7.97K - $8.95K
|
3.24K
$415K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-98- 0.56% |
$8.22K - $9.23K
|
17.5K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-99- 2.98% |
$8.31K - $9.32K
|
3.22K
$412K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-100- 0.14% |
$8.39K - $9.42K
|
73.6K
$9.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 3.47% |
$8.39K - $9.42K
|
2.78K
$355K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-100- 1.06% |
$8.39K - $9.42K
|
9.37K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-100- 0.32% |
$8.39K - $9.42K
|
31.1K
$3.98M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-100- 4.4% |
$8.39K - $9.42K
|
2.17K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-100- 3.82% |
$8.39K - $9.42K
|
2.52K
$322K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-105- 1.37% |
$8.81K - $9.89K
|
7.57K
$968K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-108- 1.35% |
$9.06K - $10.2K
|
7.91K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-109- 1.33% |
$9.15K - $10.3K
|
8.06K
$1.03M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-110- 1.15% |
$9.23K - $10.4K
|
9.48K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-112- 4.44% |
$9.4K - $10.5K
|
2.41K
$308K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-113- 2.25% |
$9.48K - $10.6K
|
4.92K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
SELL
|
- |
-115- 1.63% |
$9.65K - $10.8K
|
6.94K
$887K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-116- 4.08% |
$9.73K - $10.9K
|
2.73K
$349K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-117- 55.71% |
$9.82K - $11K
|
93
$11.9K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-117- 3.5% |
$9.82K - $11K
|
3.22K
$412K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-119- 0.57% |
$9.98K - $11.2K
|
20.6K
$2.64M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-122- 1.14% |
$10.2K - $11.5K
|
10.5K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-128- 0.8% |
$10.7K - $12.1K
|
15.8K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-129- 1.75% |
$10.8K - $12.1K
|
7.22K
$924K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-130- 0.08% |
$10.9K - $12.2K
|
156K
$20M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-131- 1.8% |
$11K - $12.3K
|
7.14K
$913K
|