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 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-3.73K- 29.44% |
$313K - $352K
|
8.95K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.87K- 10.26% |
$325K - $364K
|
33.9K
$4.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.89K- 63.41% |
$326K - $366K
|
2.24K
$320K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.92K- 0.56% |
$329K - $369K
|
693K
$98.7M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.96K- 16.44% |
$332K - $373K
|
20.1K
$2.87M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-4.02K- 4.97% |
$337K - $378K
|
76.8K
$10.9M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.15K- 37.56% |
$348K - $391K
|
6.9K
$984K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.17K- 59.02% |
$350K - $393K
|
2.9K
$413K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-4.23K- 4.97% |
$355K - $399K
|
81K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.27K- 10.3% |
$358K - $402K
|
37.1K
$5.29M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.32K- 43.28% |
$362K - $407K
|
5.66K
$807K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.35K- 11.51% |
$365K - $409K
|
33.4K
$4.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.4K- 14.43% |
$369K - $414K
|
26.1K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-4.42K- 42.66% |
$371K - $416K
|
5.94K
$847K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.43K- 1.82% |
$371K - $417K
|
239K
$34M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-4.44K- 30.49% |
$373K - $418K
|
10.1K
$1.44M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.56K- 13.74% |
$383K - $430K
|
28.7K
$4.08M
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4.62K- 1.08% |
$388K - $435K
|
422K
$60.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-4.7K- 48.67% |
$395K - $443K
|
4.96K
$707K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.71K- 4.89% |
$395K - $443K
|
91.6K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.74K- 99.75% |
$397K - $446K
|
12
$1.71K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.75K- 2.94% |
$399K - $448K
|
157K
$22.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-4.82K- 9.11% |
$405K - $454K
|
48.1K
$6.86M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.84K- 3.15% |
$406K - $456K
|
149K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.87K- 2.95% |
$409K - $458K
|
160K
$22.8M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-4.94K- 1.88% |
$414K - $465K
|
258K
$36.7M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-5.11K- 12.84% |
$429K - $481K
|
34.7K
$4.94M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.11K- 57.17% |
$429K - $481K
|
3.83K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-5.12K- 50.44% |
$429K - $482K
|
5.03K
$716K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-5.16K- 69.54% |
$433K - $486K
|
2.26K
$322K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.28K- 11.5% |
$443K - $497K
|
40.6K
$5.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-5.31K- 12.79% |
$446K - $500K
|
36.2K
$5.16M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.6K- 5.85% |
$470K - $527K
|
90.2K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-5.7K- 2.73% |
$478K - $537K
|
203K
$28.9M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.74K- 97.7% |
$482K - $541K
|
135
$19.2K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.76K- 1.51% |
$483K - $542K
|
377K
$53.7M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-5.83K- 38.36% |
$489K - $548K
|
9.36K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-5.91K- 7.4% |
$496K - $556K
|
73.9K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-5.95K- 2.19% |
$499K - $560K
|
266K
$37.8M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.98K- 5.91% |
$501K - $563K
|
95.1K
$13.6M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-6.12K- 48.68% |
$513K - $576K
|
6.45K
$919K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.16K- 0.71% |
$516K - $580K
|
864K
$123M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.25K- 7.81% |
$525K - $589K
|
73.8K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.39K- 4.35% |
$536K - $601K
|
140K
$20M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.64K- 32.73% |
$557K - $625K
|
13.6K
$1.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.68K- 16.77% |
$560K - $629K
|
33.1K
$4.72M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-7K- 3.21% |
$587K - $659K
|
211K
$30.1M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.11K- 10.24% |
$596K - $669K
|
62.3K
$8.87M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-7.23K- 17.05% |
$606K - $680K
|
35.2K
$5.01M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.33K- 1.64% |
$615K - $690K
|
441K
$62.8M
|