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 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-133- 6.58% |
$11.2K - $12.5K
|
1.89K
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-134- 2.17% |
$11.2K - $12.6K
|
6.05K
$774K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-136- 2.73% |
$11.4K - $12.8K
|
4.84K
$619K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-140- 97.22% |
$11.7K - $13.2K
|
4
$511
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-141- 4.0% |
$11.8K - $13.3K
|
3.38K
$432K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-144- 0.76% |
$12.1K - $13.6K
|
18.9K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-145- 0.88% |
$12.2K - $13.7K
|
16.3K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-150- 2.53% |
$12.6K - $14.1K
|
5.79K
$740K
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-151- 0.69% |
$12.7K - $14.2K
|
21.8K
$2.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-152- 3.75% |
$12.8K - $14.3K
|
3.9K
$499K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-156- 0.61% |
$13.1K - $14.7K
|
25.5K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-156- 0.98% |
$13.1K - $14.7K
|
15.7K
$2.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-158- 0.27% |
$13.3K - $14.9K
|
59.4K
$7.6M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-158- 1.47% |
$13.3K - $14.9K
|
10.6K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-158- 0.53% |
$13.3K - $14.9K
|
29.6K
$3.78M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-160- 4.82% |
$13.4K - $15.1K
|
3.16K
$404K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-160- 4.24% |
$13.4K - $15.1K
|
3.62K
$462K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-161- 13.58% |
$13.5K - $15.2K
|
1.03K
$131K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-163- 0.64% |
$13.7K - $15.3K
|
25.4K
$3.24M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-163- 4.25% |
$13.7K - $15.3K
|
3.67K
$470K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-166- 13.79% |
$13.9K - $15.6K
|
1.04K
$133K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-166- 3.45% |
$13.9K - $15.6K
|
4.65K
$594K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-167- 1.18% |
$14K - $15.7K
|
13.9K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-169- 2.67% |
$14.2K - $15.9K
|
6.15K
$786K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-171- 2.19% |
$14.3K - $16.1K
|
7.64K
$977K
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-171- 0.09% |
$14.3K - $16.1K
|
201K
$25.6M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-175- 0.99% |
$14.7K - $16.5K
|
17.5K
$2.24M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-175- 0.74% |
$14.7K - $16.5K
|
23.4K
$2.99M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-175- 2.4% |
$14.7K - $16.5K
|
7.11K
$909K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-177- 4.46% |
$14.9K - $16.7K
|
3.8K
$485K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-177- 0.08% |
$14.9K - $16.7K
|
216K
$27.6M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-178- 5.82% |
$14.9K - $16.8K
|
2.88K
$368K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-181- 2.7% |
$15.2K - $17K
|
6.52K
$834K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-184- 1.59% |
$15.4K - $17.3K
|
11.4K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-184- 0.79% |
$15.4K - $17.3K
|
23.2K
$2.97M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-185- 6.61% |
$15.5K - $17.4K
|
2.61K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-185- 0.09% |
$15.5K - $17.4K
|
197K
$25.2M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-189- 8.0% |
$15.9K - $17.8K
|
2.17K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-195- 0.78% |
$16.4K - $18.4K
|
24.7K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-195- 0.07% |
$16.4K - $18.4K
|
267K
$34.1M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-198- 49.13% |
$16.6K - $18.6K
|
205
$26.2K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 5.65% |
$16.8K - $18.8K
|
3.34K
$427K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-200- 37.38% |
$16.8K - $18.8K
|
335
$42.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-200- 6.16% |
$16.8K - $18.8K
|
3.05K
$390K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-200- 3.86% |
$16.8K - $18.8K
|
4.98K
$637K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-200- 6.33% |
$16.8K - $18.8K
|
2.96K
$379K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-204- 3.18% |
$17.1K - $19.2K
|
6.21K
$793K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-204- 3.39% |
$17.1K - $19.2K
|
5.81K
$743K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-205- 0.28% |
$17.2K - $19.3K
|
72.5K
$9.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-206- 10.48% |
$17.3K - $19.4K
|
1.76K
$225K
|