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 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-329- 71.68% |
$27.6K - $31K
|
130
$16.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-337- 6.42% |
$28.3K - $31.7K
|
4.91K
$628K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-338- 8.23% |
$28.4K - $31.8K
|
3.77K
$482K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-340- 13.5% |
$28.5K - $32K
|
2.18K
$279K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-340- 12.69% |
$28.5K - $32K
|
2.34K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-344- 9.17% |
$28.9K - $32.4K
|
3.41K
$436K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-346- 3.8% |
$29K - $32.6K
|
8.76K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-349- 8.65% |
$29.3K - $32.9K
|
3.69K
$471K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-353- 8.98% |
$29.6K - $33.2K
|
3.58K
$458K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-355- 1.41% |
$29.8K - $33.4K
|
24.9K
$3.18M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-356- 33.15% |
$29.9K - $33.5K
|
718
$91.8K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-361- 87.41% |
$30.3K - $34K
|
52
$6.65K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-369- 2.26% |
$31K - $34.7K
|
15.9K
$2.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-370- 10.81% |
$31K - $34.8K
|
3.05K
$390K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-371- 7.73% |
$31.1K - $34.9K
|
4.43K
$566K
|
|
|
Apr 15, 2024
Q1 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-373- 1.77% |
$31.3K - $35.1K
|
20.7K
$2.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-378- 5.11% |
$31.7K - $35.6K
|
7.02K
$897K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-385- 2.72% |
$32.3K - $36.3K
|
13.8K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-387- 7.24% |
$32.5K - $36.4K
|
4.96K
$634K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-388- 12.33% |
$32.6K - $36.5K
|
2.76K
$353K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-390- 6.35% |
$32.7K - $36.7K
|
5.76K
$736K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-391- 5.66% |
$32.8K - $36.8K
|
6.51K
$833K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-396- 5.9% |
$33.2K - $37.3K
|
6.31K
$807K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-397- 13.7% |
$33.3K - $37.4K
|
2.5K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-397- 5.71% |
$33.3K - $37.4K
|
6.56K
$839K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-398- 1.98% |
$33.4K - $37.5K
|
19.7K
$2.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-400- 1.44% |
$33.6K - $37.7K
|
27.3K
$3.49M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-401- 12.68% |
$33.6K - $37.8K
|
2.76K
$353K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-402- 11.93% |
$33.7K - $37.9K
|
2.97K
$379K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-412- 11.82% |
$34.6K - $38.8K
|
3.08K
$393K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-412- 1.9% |
$34.6K - $38.8K
|
21.3K
$2.72M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-415- 2.0% |
$34.8K - $39.1K
|
20.3K
$2.6M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-421- 6.46% |
$35.3K - $39.6K
|
6.1K
$780K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-425- 2.65% |
$35.7K - $40K
|
15.6K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-428- 7.15% |
$35.9K - $40.3K
|
5.56K
$710K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-429- 49.83% |
$36K - $40.4K
|
432
$55.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-431- 3.35% |
$36.2K - $40.6K
|
12.4K
$1.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-441- 3.23% |
$37K - $41.5K
|
13.2K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-442- 2.66% |
$37.1K - $41.6K
|
16.2K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-445- 1.72% |
$37.3K - $41.9K
|
25.4K
$3.24M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-463- 1.47% |
$38.8K - $43.6K
|
31.1K
$3.98M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-467- 1.73% |
$39.2K - $44K
|
26.5K
$3.38M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-467- 8.47% |
$39.2K - $44K
|
5.05K
$645K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-470- 6.22% |
$39.4K - $44.3K
|
7.09K
$906K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-470- 10.76% |
$39.4K - $44.3K
|
3.9K
$498K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-475- 0.39% |
$39.9K - $44.7K
|
121K
$15.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-475- 4.44% |
$39.9K - $44.7K
|
10.2K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-475- 7.7% |
$39.9K - $44.7K
|
5.69K
$728K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-482- 0.11% |
$40.4K - $45.4K
|
422K
$54M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 33.33% |
$42K - $47.1K
|
1K
$128K
|