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 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-793- 2.03% |
$66.5K - $74.7K
|
38.2K
$4.89M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-794- 7.8% |
$66.6K - $74.8K
|
9.39K
$1.2M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-794- 3.55% |
$66.6K - $74.8K
|
21.6K
$2.76M
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-800- 3.98% |
$67.1K - $75.3K
|
19.3K
$2.47M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-807- 0.93% |
$67.7K - $76K
|
85.6K
$11M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-816- 12.11% |
$68.5K - $76.8K
|
5.92K
$757K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-816- 87.93% |
$68.5K - $76.8K
|
112
$14.3K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-817- 2.45% |
$68.5K - $76.9K
|
32.5K
$4.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-832- 20.38% |
$69.8K - $78.3K
|
3.25K
$416K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-850- 6.41% |
$71.3K - $80K
|
12.4K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-851- 1.67% |
$71.4K - $80.1K
|
50.1K
$6.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-856- 12.37% |
$71.8K - $80.6K
|
6.07K
$776K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-858- 1.97% |
$72K - $80.8K
|
42.7K
$5.46M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-865- 1.54% |
$72.6K - $81.4K
|
55.3K
$7.07M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-888- 4.41% |
$74.5K - $83.6K
|
19.3K
$2.46M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-900- 3.46% |
$75.5K - $84.7K
|
25.1K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-902- 5.56% |
$75.7K - $84.9K
|
15.3K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-910- 10.64% |
$76.3K - $85.7K
|
7.64K
$977K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-913- 1.77% |
$76.6K - $86K
|
50.5K
$6.46M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-914- 25.35% |
$76.7K - $86.1K
|
2.69K
$344K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-933- 0.42% |
$78.3K - $87.9K
|
220K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-966- 9.07% |
$81K - $91K
|
9.69K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-969- 17.45% |
$81.3K - $91.2K
|
4.58K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-983- 25.02% |
$82.5K - $92.6K
|
2.95K
$377K
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-990- 18.05% |
$83.1K - $93.2K
|
4.49K
$575K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-994- 2.2% |
$83.4K - $93.6K
|
44.2K
$5.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-1K- 7.41% |
$83.9K - $94.2K
|
12.5K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.01K- 0.17% |
$84.6K - $94.9K
|
590K
$75.4M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.02K- 18.5% |
$85.6K - $96K
|
4.49K
$575K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.05K- 5.15% |
$88.1K - $98.9K
|
19.3K
$2.47M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.06K- 3.35% |
$89.1K - $100K
|
30.7K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.06K- 16.29% |
$89.1K - $100K
|
5.46K
$698K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.06K- 6.56% |
$89.2K - $100K
|
15.1K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 2.75% |
$91K - $102K
|
38.3K
$4.9M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.1K- 4.97% |
$92.1K - $103K
|
21K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.11K- 0.17% |
$92.8K - $104K
|
646K
$82.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.14K- 5.07% |
$95.3K - $107K
|
21.3K
$2.72M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-1.14K- 0.3% |
$95.5K - $107K
|
380K
$48.6M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.16K- 10.69% |
$97.5K - $109K
|
9.71K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.19K- 10.97% |
$99.8K - $112K
|
9.66K
$1.23M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.19K- 6.53% |
$100K - $112K
|
17.1K
$2.18M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.2K- 4.32% |
$101K - $113K
|
26.6K
$3.4M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.21K- 10.63% |
$102K - $114K
|
10.2K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.21K- 0.18% |
$102K - $114K
|
657K
$84.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 2.99% |
$102K - $115K
|
39.5K
$5.05M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.3K- 1.68% |
$109K - $122K
|
76.1K
$9.72M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.3K- 4.49% |
$109K - $122K
|
27.7K
$3.54M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.31K- 7.55% |
$110K - $124K
|
16.1K
$2.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.34K- 3.57% |
$112K - $126K
|
36K
$4.61M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.36K- 7.24% |
$114K - $128K
|
17.4K
$2.22M
|