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
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.11K- 0.17% |
$92.8K - $104K
|
646K
$92M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.14K- 5.07% |
$95.3K - $107K
|
21.3K
$3.03M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-1.14K- 0.3% |
$95.5K - $107K
|
380K
$54.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.16K- 10.69% |
$97.5K - $109K
|
9.71K
$1.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.19K- 10.97% |
$99.8K - $112K
|
9.66K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.19K- 6.53% |
$100K - $112K
|
17.1K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.2K- 4.32% |
$101K - $113K
|
26.6K
$3.79M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.21K- 10.63% |
$102K - $114K
|
10.2K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.21K- 0.18% |
$102K - $114K
|
657K
$93.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 2.99% |
$102K - $115K
|
39.5K
$5.63M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.3K- 1.68% |
$109K - $122K
|
76.1K
$10.8M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.3K- 4.49% |
$109K - $122K
|
27.7K
$3.94M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.31K- 7.55% |
$110K - $124K
|
16.1K
$2.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.34K- 3.57% |
$112K - $126K
|
36K
$5.13M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.36K- 7.24% |
$114K - $128K
|
17.4K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.37K- 63.18% |
$115K - $129K
|
799
$114K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.39K- 16.78% |
$116K - $131K
|
6.88K
$980K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.4K- 3.85% |
$118K - $132K
|
35K
$4.99M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.41K- 1.5% |
$118K - $132K
|
92.1K
$13.1M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.42K- 28.52% |
$119K - $133K
|
3.55K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.47K- 38.14% |
$124K - $139K
|
2.39K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.48K- 10.04% |
$124K - $139K
|
13.3K
$1.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.5K- 15.77% |
$126K - $141K
|
8K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.5K- 59.57% |
$126K - $141K
|
1.02K
$145K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 17.48% |
$127K - $142K
|
7.15K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.51K- 9.23% |
$127K - $143K
|
14.9K
$2.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.52K- 14.37% |
$128K - $143K
|
9.08K
$1.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.52K- 1.95% |
$128K - $143K
|
76.8K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.53K- 33.86% |
$129K - $144K
|
3K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.58K- 37.05% |
$133K - $149K
|
2.69K
$383K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.61K- 2.66% |
$135K - $152K
|
58.9K
$8.4M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.61K- 5.85% |
$135K - $152K
|
26K
$3.7M
|
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.64K- 36.52% |
$137K - $154K
|
2.85K
$406K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.65K- 1.13% |
$138K - $155K
|
144K
$20.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.65K- 0.16% |
$138K - $155K
|
1.04M
$148M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.67K- 11.81% |
$140K - $157K
|
12.5K
$1.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.72K- 3.78% |
$144K - $162K
|
43.8K
$6.24M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.73K- 0.63% |
$145K - $163K
|
275K
$39.2M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.75K- 11.93% |
$146K - $164K
|
12.9K
$1.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.76K- 1.88% |
$148K - $166K
|
91.8K
$13.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.8K- 9.62% |
$151K - $170K
|
16.9K
$2.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.81K- 29.57% |
$152K - $170K
|
4.31K
$614K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.81K- 4.89% |
$152K - $171K
|
35.3K
$5.03M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.83K- 74.71% |
$154K - $173K
|
620
$88.4K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.86K- 12.05% |
$156K - $175K
|
13.6K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.86K- 6.93% |
$156K - $175K
|
25K
$3.56M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.86K- 14.02% |
$156K - $175K
|
11.4K
$1.63M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-1.92K- 15.01% |
$161K - $181K
|
10.9K
$1.55M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.99K- 30.02% |
$167K - $187K
|
4.63K
$659K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.01K- 0.53% |
$169K - $189K
|
376K
$53.6M
|