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 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-208- 8.0% |
$17.5K - $19.6K
|
2.39K
$306K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-216- 1.61% |
$18.1K - $20.3K
|
13.2K
$1.69M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-216- 3.66% |
$18.1K - $20.3K
|
5.69K
$727K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-216- 1.82% |
$18.1K - $20.3K
|
11.7K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-217- 13.98% |
$18.2K - $20.4K
|
1.34K
$171K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-218- 0.92% |
$18.3K - $20.5K
|
23.4K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-219- 1.2% |
$18.4K - $20.6K
|
18K
$2.31M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-222- 0.6% |
$18.6K - $20.9K
|
36.8K
$4.71M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-223- 5.12% |
$18.7K - $21K
|
4.14K
$529K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-224- 1.91% |
$18.8K - $21.1K
|
11.5K
$1.47M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-225- 65.41% |
$18.9K - $21.2K
|
119
$15.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-226- 2.17% |
$19K - $21.3K
|
10.2K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-226- 3.45% |
$19K - $21.3K
|
6.33K
$809K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-229- 92.34% |
$19.2K - $21.6K
|
19
$2.43K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-237- 9.84% |
$19.9K - $22.3K
|
2.17K
$278K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-242- 1.92% |
$20.3K - $22.8K
|
12.4K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-242- 1.55% |
$20.3K - $22.8K
|
15.3K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-243- 9.04% |
$20.4K - $22.9K
|
2.45K
$313K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-246- 6.9% |
$20.6K - $23.2K
|
3.32K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-248- 13.23% |
$20.8K - $23.4K
|
1.63K
$208K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-250- 35.87% |
$21K - $23.5K
|
447
$57.2K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-250- 5.27% |
$21K - $23.5K
|
4.49K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-250- 0.62% |
$21K - $23.5K
|
39.8K
$5.08M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-251- 0.18% |
$21.1K - $23.6K
|
136K
$17.4M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-252- 9.98% |
$21.1K - $23.7K
|
2.27K
$290K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-253- 43.25% |
$21.2K - $23.8K
|
332
$42.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-255- 1.89% |
$21.4K - $24K
|
13.2K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-256- 10.28% |
$21.5K - $24.1K
|
2.24K
$286K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-262- 1.38% |
$22K - $24.7K
|
18.7K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-262- 8.63% |
$22K - $24.7K
|
2.77K
$355K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-268- 2.25% |
$22.5K - $25.2K
|
11.6K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-269- 0.96% |
$22.6K - $25.3K
|
27.6K
$3.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-277- 5.14% |
$23.2K - $26.1K
|
5.11K
$654K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-278- 28.43% |
$23.3K - $26.2K
|
700
$89.5K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-282- 0.53% |
$23.7K - $26.6K
|
53.2K
$6.8M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-282- 1.31% |
$23.7K - $26.6K
|
21.2K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-286- 6.86% |
$24K - $26.9K
|
3.88K
$497K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-293- 1.75% |
$24.6K - $27.6K
|
16.5K
$2.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-296- 14.05% |
$24.8K - $27.9K
|
1.81K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-296- 2.88% |
$24.8K - $27.9K
|
9.98K
$1.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-297- 2.27% |
$24.9K - $28K
|
12.8K
$1.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-299- 81.03% |
$25.1K - $28.2K
|
70
$8.95K
|
|
|
May 15, 2024
Q1 2024
|
Worm Capital, LLC
Austin, TX |
SELL
|
- |
-299- 4.76% |
$25.1K - $28.2K
|
5.99K
$765K
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-300- 0.38% |
$25.2K - $28.2K
|
79.2K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-306- 4.47% |
$25.7K - $28.8K
|
6.54K
$836K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-308- 5.02% |
$25.8K - $29K
|
5.82K
$745K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-311- 2.93% |
$26.1K - $29.3K
|
10.3K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-315- 6.2% |
$26.4K - $29.7K
|
4.77K
$610K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-315- 5.62% |
$26.4K - $29.7K
|
5.29K
$676K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-322- 9.54% |
$27K - $30.3K
|
3.05K
$390K
|