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 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 33.33% |
$42K - $47.1K
|
1K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-500- 6.25% |
$42K - $47.1K
|
7.5K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-503- 0.1% |
$42.2K - $47.4K
|
479K
$66M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-508- 0.17% |
$42.6K - $47.8K
|
306K
$42.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-508- 2.37% |
$42.6K - $47.8K
|
20.9K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-510- 16.7% |
$42.8K - $48K
|
2.54K
$351K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-514- 12.35% |
$43.1K - $48.4K
|
3.65K
$503K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-528- 4.01% |
$44.3K - $49.7K
|
12.6K
$1.74M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-528- 18.2% |
$44.3K - $49.7K
|
2.37K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-540- 4.57% |
$45.3K - $50.8K
|
11.3K
$1.55M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-541- 1.24% |
$45.4K - $50.9K
|
43.1K
$5.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-548- 10.06% |
$46K - $51.6K
|
4.9K
$675K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-549- 3.21% |
$46.1K - $51.7K
|
16.6K
$2.28M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-550- 16.25% |
$46.1K - $51.8K
|
2.84K
$391K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-553- 12.68% |
$46.4K - $52.1K
|
3.81K
$525K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-559- 0.19% |
$46.9K - $52.6K
|
290K
$39.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-566- 7.74% |
$47.5K - $53.3K
|
6.75K
$929K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-566- 5.07% |
$47.5K - $53.3K
|
10.6K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-567- 4.69% |
$47.6K - $53.4K
|
11.5K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-598- 1.68% |
$50.2K - $56.3K
|
34.9K
$4.82M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-600- 3.87% |
$50.3K - $56.5K
|
14.9K
$2.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-607- 38.49% |
$50.9K - $57.2K
|
970
$134K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-609- 1.55% |
$51.1K - $57.3K
|
38.7K
$5.33M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-610- 1.97% |
$51.2K - $57.4K
|
30.4K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-612- 6.21% |
$51.3K - $57.6K
|
9.24K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-636- 18.6% |
$53.4K - $59.9K
|
2.78K
$383K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-637- 0.96% |
$53.4K - $60K
|
65.6K
$9.04M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-640- 18.85% |
$53.7K - $60.3K
|
2.76K
$380K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-641- 4.02% |
$53.8K - $60.4K
|
15.3K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-650- 9.03% |
$54.5K - $61.2K
|
6.55K
$902K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-655- 3.97% |
$55K - $61.7K
|
15.8K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-675- 7.68% |
$56.6K - $63.6K
|
8.11K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-676- 9.51% |
$56.7K - $63.7K
|
6.43K
$886K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-676- 21.57% |
$56.7K - $63.7K
|
2.46K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-680- 1.18% |
$57.1K - $64K
|
57.1K
$7.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-682- 12.61% |
$57.2K - $64.2K
|
4.73K
$652K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-688- 10.99% |
$57.7K - $64.8K
|
5.57K
$768K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-713- 16.69% |
$59.8K - $67.1K
|
3.56K
$490K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-720- 3.79% |
$60.4K - $67.8K
|
18.3K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-724- 6.71% |
$60.7K - $68.2K
|
10.1K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-727- 6.5% |
$61K - $68.5K
|
10.5K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-733- 12.21% |
$61.5K - $69K
|
5.27K
$726K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-735- 2.53% |
$61.7K - $69.2K
|
28.4K
$3.91M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-736- 10.32% |
$61.8K - $69.3K
|
6.39K
$881K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-736- 6.74% |
$61.8K - $69.3K
|
10.2K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-738- 17.65% |
$61.9K - $69.5K
|
3.44K
$474K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-749- 4.24% |
$62.8K - $70.5K
|
16.9K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-755- 1.56% |
$63.3K - $71.1K
|
47.7K
$6.58M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-756- 19.13% |
$63.4K - $71.2K
|
3.2K
$440K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-781- 3.39% |
$65.5K - $73.5K
|
22.2K
$3.06M
|