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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-429- 49.83% |
$36K - $40.4K
|
432
$61.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-431- 3.35% |
$36.2K - $40.6K
|
12.4K
$1.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-441- 3.23% |
$37K - $41.5K
|
13.2K
$1.88M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-442- 2.66% |
$37.1K - $41.6K
|
16.2K
$2.31M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-445- 1.72% |
$37.3K - $41.9K
|
25.4K
$3.62M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-463- 1.47% |
$38.8K - $43.6K
|
31.1K
$4.43M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-467- 1.73% |
$39.2K - $44K
|
26.5K
$3.77M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-467- 8.47% |
$39.2K - $44K
|
5.05K
$719K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-470- 6.22% |
$39.4K - $44.3K
|
7.09K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-470- 10.76% |
$39.4K - $44.3K
|
3.9K
$555K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-475- 0.39% |
$39.9K - $44.7K
|
121K
$17.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-475- 4.44% |
$39.9K - $44.7K
|
10.2K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-475- 7.7% |
$39.9K - $44.7K
|
5.69K
$811K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-482- 0.11% |
$40.4K - $45.4K
|
422K
$60.2M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 33.33% |
$42K - $47.1K
|
1K
$143K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-500- 6.25% |
$42K - $47.1K
|
7.5K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-503- 0.1% |
$42.2K - $47.4K
|
479K
$68.3M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-508- 0.17% |
$42.6K - $47.8K
|
306K
$43.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-508- 2.37% |
$42.6K - $47.8K
|
20.9K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-510- 16.7% |
$42.8K - $48K
|
2.54K
$363K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-514- 12.35% |
$43.1K - $48.4K
|
3.65K
$520K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-528- 4.01% |
$44.3K - $49.7K
|
12.6K
$1.8M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-528- 18.2% |
$44.3K - $49.7K
|
2.37K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-540- 4.57% |
$45.3K - $50.8K
|
11.3K
$1.61M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-541- 1.24% |
$45.4K - $50.9K
|
43.1K
$6.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-548- 10.06% |
$46K - $51.6K
|
4.9K
$698K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-549- 3.21% |
$46.1K - $51.7K
|
16.6K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-550- 16.25% |
$46.1K - $51.8K
|
2.84K
$404K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-553- 12.68% |
$46.4K - $52.1K
|
3.81K
$542K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-559- 0.19% |
$46.9K - $52.6K
|
290K
$41.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-566- 7.74% |
$47.5K - $53.3K
|
6.75K
$961K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-566- 5.07% |
$47.5K - $53.3K
|
10.6K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-567- 4.69% |
$47.6K - $53.4K
|
11.5K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-598- 1.68% |
$50.2K - $56.3K
|
34.9K
$4.98M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-600- 3.87% |
$50.3K - $56.5K
|
14.9K
$2.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-607- 38.49% |
$50.9K - $57.2K
|
970
$138K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-609- 1.55% |
$51.1K - $57.3K
|
38.7K
$5.52M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-610- 1.97% |
$51.2K - $57.4K
|
30.4K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-612- 6.21% |
$51.3K - $57.6K
|
9.24K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-636- 18.6% |
$53.4K - $59.9K
|
2.78K
$397K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-637- 0.96% |
$53.4K - $60K
|
65.6K
$9.35M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-640- 18.85% |
$53.7K - $60.3K
|
2.76K
$393K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-641- 4.02% |
$53.8K - $60.4K
|
15.3K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-650- 9.03% |
$54.5K - $61.2K
|
6.55K
$933K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-655- 3.97% |
$55K - $61.7K
|
15.8K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-675- 7.68% |
$56.6K - $63.6K
|
8.11K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-676- 9.51% |
$56.7K - $63.7K
|
6.43K
$917K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-676- 21.57% |
$56.7K - $63.7K
|
2.46K
$350K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-680- 1.18% |
$57.1K - $64K
|
57.1K
$8.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-682- 12.61% |
$57.2K - $64.2K
|
4.73K
$674K
|