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 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.03K- 0.19% |
$170K - $191K
|
1.05M
$149M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.09K- 13.56% |
$175K - $196K
|
13.3K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-2.12K- 3.47% |
$178K - $200K
|
58.9K
$8.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.14K- 79.44% |
$180K - $202K
|
554
$78.9K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.18K- 35.31% |
$182K - $205K
|
3.99K
$568K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.21K- 25.14% |
$185K - $208K
|
6.57K
$936K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.24K- 26.44% |
$188K - $211K
|
6.22K
$886K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.25K- 34.34% |
$188K - $211K
|
4.29K
$612K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.25K- 28.67% |
$189K - $212K
|
5.6K
$798K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.27K- 12.22% |
$190K - $213K
|
16.3K
$2.32M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.3K- 9.0% |
$193K - $216K
|
23.2K
$3.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.35K- 0.94% |
$197K - $221K
|
249K
$35.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.4K- 48.59% |
$201K - $226K
|
2.53K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.41K- 7.32% |
$202K - $227K
|
30.5K
$4.35M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.46K- 1.7% |
$206K - $231K
|
142K
$20.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.48K- 9.57% |
$208K - $233K
|
23.4K
$3.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.48K- 13.67% |
$208K - $233K
|
15.7K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.5K- 14.24% |
$209K - $235K
|
15K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.53K- 8.08% |
$212K - $238K
|
28.7K
$4.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.57K- 9.59% |
$215K - $242K
|
24.2K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.59K- 2.99% |
$217K - $243K
|
83.8K
$11.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-2.61K- 17.19% |
$219K - $246K
|
12.6K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.63K- 14.59% |
$221K - $248K
|
15.4K
$2.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.68K- 41.02% |
$225K - $253K
|
3.86K
$550K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.73K- 38.89% |
$229K - $257K
|
4.29K
$611K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.75K- 41.19% |
$231K - $259K
|
3.93K
$559K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.75K- 4.63% |
$231K - $259K
|
56.6K
$8.07M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.76K- 28.55% |
$231K - $260K
|
6.9K
$984K
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-2.79K- 38.01% |
$234K - $263K
|
4.55K
$648K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-2.8K- 0.84% |
$235K - $264K
|
330K
$47.1M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.8K- 0.81% |
$235K - $264K
|
343K
$48.9M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-2.9K- 2.25% |
$243K - $273K
|
126K
$17.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.92K- 16.04% |
$245K - $275K
|
15.3K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-3.08K- 0.29% |
$258K - $290K
|
1.06M
$151M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.13K- 16.03% |
$263K - $295K
|
16.4K
$2.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.14K- 15.87% |
$264K - $296K
|
16.7K
$2.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.2K- 4.01% |
$268K - $301K
|
76.5K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.24K- 0.16% |
$272K - $305K
|
1.98M
$283M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.24K- 3.32% |
$272K - $305K
|
94.5K
$13.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-3.29K- 30.66% |
$276K - $310K
|
7.44K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.31K- 72.61% |
$278K - $311K
|
1.25K
$178K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.35K- 84.58% |
$281K - $315K
|
610
$86.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-3.36K- 4.31% |
$282K - $316K
|
74.6K
$10.6M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.44K- 1.82% |
$288K - $324K
|
185K
$26.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.48K- 1.87% |
$292K - $327K
|
183K
$26M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.5K- 4.58% |
$294K - $330K
|
72.9K
$10.4M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.59K- 1.07% |
$301K - $338K
|
331K
$47.2M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.59K- 6.97% |
$301K - $338K
|
47.9K
$6.83M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.68K- 13.74% |
$308K - $346K
|
23.1K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.68K- 8.18% |
$309K - $347K
|
41.3K
$5.89M
|