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 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.48K- 9.57% |
$208K - $233K
|
23.4K
$2.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.48K- 13.67% |
$208K - $233K
|
15.7K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.5K- 14.24% |
$209K - $235K
|
15K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.53K- 8.08% |
$212K - $238K
|
28.7K
$3.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.57K- 9.59% |
$215K - $242K
|
24.2K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.59K- 2.99% |
$217K - $243K
|
83.8K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-2.61K- 17.19% |
$219K - $246K
|
12.6K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.63K- 14.59% |
$221K - $248K
|
15.4K
$1.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.68K- 41.02% |
$225K - $253K
|
3.86K
$493K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.73K- 38.89% |
$229K - $257K
|
4.29K
$548K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.75K- 41.19% |
$231K - $259K
|
3.93K
$502K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.75K- 4.63% |
$231K - $259K
|
56.6K
$7.24M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.76K- 28.55% |
$231K - $260K
|
6.9K
$883K
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-2.79K- 38.01% |
$234K - $263K
|
4.55K
$582K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-2.8K- 0.84% |
$235K - $264K
|
330K
$42.2M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.8K- 0.81% |
$235K - $264K
|
343K
$43.9M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-2.9K- 2.25% |
$243K - $273K
|
126K
$16.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.92K- 16.04% |
$245K - $275K
|
15.3K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-3.08K- 0.29% |
$258K - $290K
|
1.06M
$135M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.13K- 16.03% |
$263K - $295K
|
16.4K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.14K- 15.87% |
$264K - $296K
|
16.7K
$2.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.2K- 4.01% |
$268K - $301K
|
76.5K
$9.78M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.24K- 0.16% |
$272K - $305K
|
1.98M
$254M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.24K- 3.32% |
$272K - $305K
|
94.5K
$12.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-3.29K- 30.66% |
$276K - $310K
|
7.44K
$951K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.31K- 72.61% |
$278K - $311K
|
1.25K
$160K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.35K- 84.58% |
$281K - $315K
|
610
$78K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-3.36K- 4.31% |
$282K - $316K
|
74.6K
$9.53M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.44K- 1.82% |
$288K - $324K
|
185K
$23.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.48K- 1.87% |
$292K - $327K
|
183K
$23.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.5K- 4.58% |
$294K - $330K
|
72.9K
$9.32M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-3.59K- 1.07% |
$301K - $338K
|
331K
$42.4M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.59K- 6.97% |
$301K - $338K
|
47.9K
$6.13M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.68K- 13.74% |
$308K - $346K
|
23.1K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.68K- 8.18% |
$309K - $347K
|
41.3K
$5.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-3.73K- 29.44% |
$313K - $352K
|
8.95K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.87K- 10.26% |
$325K - $364K
|
33.9K
$4.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.89K- 63.41% |
$326K - $366K
|
2.24K
$287K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.92K- 0.56% |
$329K - $369K
|
693K
$88.6M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.96K- 16.44% |
$332K - $373K
|
20.1K
$2.57M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-4.02K- 4.97% |
$337K - $378K
|
76.8K
$9.82M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.15K- 37.56% |
$348K - $391K
|
6.9K
$882K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.17K- 59.02% |
$350K - $393K
|
2.9K
$370K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-4.23K- 4.97% |
$355K - $399K
|
81K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.27K- 10.3% |
$358K - $402K
|
37.1K
$4.75M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.32K- 43.28% |
$362K - $407K
|
5.66K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.35K- 11.51% |
$365K - $409K
|
33.4K
$4.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.4K- 14.43% |
$369K - $414K
|
26.1K
$3.33M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-4.42K- 42.66% |
$371K - $416K
|
5.94K
$760K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.43K- 1.82% |
$371K - $417K
|
239K
$30.5M
|