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 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-9.32K- 63.25% |
$782K - $878K
|
5.42K
$693K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 94.56% |
$861K - $966K
|
590
$75.4K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-10.3K- 50.65% |
$861K - $966K
|
10K
$1.28M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-10.4K- 22.77% |
$873K - $979K
|
35.3K
$4.51M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-10.7K- 27.34% |
$900K - $1.01M
|
28.5K
$3.64M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-11K- 17.24% |
$926K - $1.04M
|
53K
$6.77M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-11.4K- 67.57% |
$957K - $1.07M
|
5.47K
$700K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-11.6K- 3.09% |
$974K - $1.09M
|
364K
$46.6M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-12K- 2.22% |
$1.01M - $1.13M
|
527K
$67.3M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-12.3K- 1.73% |
$1.03M - $1.16M
|
698K
$89.3M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12.9K- 77.67% |
$1.08M - $1.21M
|
3.71K
$474K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.1K- 7.38% |
$1.1M - $1.23M
|
165K
$21M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.2K- 6.78% |
$1.1M - $1.24M
|
181K
$23.2M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-13.5K- 78.01% |
$1.13M - $1.27M
|
3.79K
$485K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-13.6K- 22.68% |
$1.14M - $1.28M
|
46.4K
$5.93M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-13.9K- 7.97% |
$1.17M - $1.31M
|
160K
$20.5M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.4K- 4.23% |
$1.21M - $1.35M
|
326K
$41.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-14.9K- 25.63% |
$1.25M - $1.4M
|
43.1K
$5.51M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-15.4K- 2.36% |
$1.29M - $1.45M
|
639K
$81.7M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-15.5K- 8.64% |
$1.3M - $1.46M
|
164K
$20.9M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-15.7K- 32.81% |
$1.32M - $1.48M
|
32.2K
$4.12M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-17.1K- 30.48% |
$1.43M - $1.61M
|
39K
$4.99M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-17.1K- 60.53% |
$1.44M - $1.61M
|
11.2K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-17.3K- 77.59% |
$1.45M - $1.63M
|
5.01K
$640K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.5K- 57.67% |
$1.47M - $1.65M
|
12.8K
$1.64M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-17.7K- 11.9% |
$1.48M - $1.66M
|
131K
$16.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-18.1K- 33.74% |
$1.52M - $1.7M
|
35.5K
$4.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-18.2K- 30.18% |
$1.52M - $1.71M
|
42K
$5.37M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-18.2K- 6.99% |
$1.53M - $1.72M
|
243K
$31M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-18.3K- 17.59% |
$1.53M - $1.72M
|
85.6K
$10.9M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-18.7K- 22.69% |
$1.57M - $1.76M
|
63.7K
$8.15M
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-19.1K- 4.44% |
$1.6M - $1.79M
|
410K
$52.5M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.4K- 16.48% |
$1.62M - $1.82M
|
98.2K
$12.5M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-21.9K- 8.91% |
$1.84M - $2.06M
|
224K
$28.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-22K- 84.92% |
$1.84M - $2.07M
|
3.9K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-22.2K- 39.75% |
$1.86M - $2.09M
|
33.7K
$4.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-22.8K- 44.96% |
$1.91M - $2.15M
|
27.9K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.8K- 41.81% |
$2M - $2.24M
|
33.1K
$4.24M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-23.9K- 0.94% |
$2M - $2.25M
|
2.51M
$321M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-24.2K- 3.59% |
$2.03M - $2.28M
|
650K
$83.1M
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-24.6K- 9.27% |
$2.06M - $2.31M
|
240K
$30.7M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-24.6K- 36.03% |
$2.07M - $2.32M
|
43.8K
$5.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-24.8K- 2.25% |
$2.08M - $2.34M
|
1.08M
$138M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-26.9K- 5.68% |
$2.26M - $2.54M
|
447K
$57.1M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-27.9K- 91.56% |
$2.34M - $2.62M
|
2.57K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-28.7K- 26.06% |
$2.41M - $2.71M
|
81.5K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-29.5K- 7.11% |
$2.48M - $2.78M
|
386K
$49.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-29.6K- 51.14% |
$2.48M - $2.78M
|
28.2K
$3.61M
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-30.4K- 27.9% |
$2.55M - $2.86M
|
78.5K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-33.6K- 15.03% |
$2.82M - $3.16M
|
190K
$24.3M
|