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 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
57.5K+ 40.71% |
$4.82M - $5.41M
|
199K
$27M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
57.1K+ 0.8% |
$4.79M - $5.38M
|
7.15M
$973M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
55.7K+ 4.02% |
$4.67M - $5.24M
|
1.44M
$196M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
55.1KNew |
$4.63M - $5.19M
|
55.1K
$7.5M
|
|
|
May 15, 2024
Q1 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
54.3K+ 38.19% |
$4.56M - $5.11M
|
196K
$26.7M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
52.8KNew |
$4.43M - $4.97M
|
52.8K
$7.18M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.6K+ 4.51% |
$4.41M - $4.95M
|
1.22M
$165M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
52.2K+ 35.81% |
$4.38M - $4.92M
|
198K
$26.9M
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
49.7K+ 81.16% |
$4.17M - $4.68M
|
111K
$15.1M
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
49.1K+ 19.79% |
$4.12M - $4.62M
|
297K
$40.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
48.8KNew |
$4.1M - $4.6M
|
48.8K
$6.64M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
47.9K+ 8.34% |
$4.02M - $4.51M
|
622K
$84.6M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
47.6K+ 11.89% |
$3.99M - $4.48M
|
448K
$60.9M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
46.7KNew |
$3.92M - $4.4M
|
46.7K
$6.35M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
44.5KNew |
$3.74M - $4.19M
|
44.5K
$6.06M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
43.4K+ 81.64% |
$3.64M - $4.09M
|
96.6K
$13.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
43.1K+ 23.81% |
$3.62M - $4.06M
|
224K
$30.5M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
42.3KNew |
$3.55M - $3.98M
|
42.3K
$5.75M
|
|
|
May 09, 2024
Q1 2024
|
Torray LLC
|
BUY
|
- |
41.4KNew |
$3.47M - $3.9M
|
41.4K
$5.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
40.8KNew |
$3.42M - $3.84M
|
40.8K
$5.55M
|
|
|
May 06, 2024
Q1 2024
|
Davis Rea Ltd.
|
BUY
|
- |
40.3KNew |
$3.38M - $3.79M
|
40.3K
$5.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
39.7K+ 48.65% |
$3.33M - $3.74M
|
121K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
39.5KNew |
$3.31M - $3.72M
|
39.5K
$5.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
39.2KNew |
$3.29M - $3.69M
|
39.2K
$5.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
38.7K+ 35.06% |
$3.25M - $3.64M
|
149K
$20.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.4K+ 10.53% |
$3.22M - $3.62M
|
403K
$54.8M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
38K+ 47.03% |
$3.19M - $3.58M
|
119K
$16.2M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
37.9K+ 14.13% |
$3.18M - $3.57M
|
306K
$41.7M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
37.9K+ 115.53% |
$3.18M - $3.56M
|
70.6K
$9.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.1K+ 3.88% |
$2.95M - $3.31M
|
939K
$128M
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
33.5K+ 1.66% |
$2.81M - $3.16M
|
2.06M
$280M
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
33.1K+ 8.43% |
$2.78M - $3.12M
|
426K
$57.9M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
32.7K+ 1.47% |
$2.74M - $3.08M
|
2.26M
$307M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
30.6K+ 24.09% |
$2.57M - $2.88M
|
158K
$21.4M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
28.7KNew |
$2.41M - $2.71M
|
28.7K
$3.91M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
28.7K+ 541.61% |
$2.41M - $2.7M
|
34K
$4.62M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
28.5K+ 3.39% |
$2.39M - $2.68M
|
868K
$118M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
28.3KNew |
$2.37M - $2.66M
|
28.3K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
28.2KNew |
$2.37M - $2.66M
|
28.2K
$3.84M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
27.9K+ 30.45% |
$2.34M - $2.63M
|
120K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
27.2K+ 345.08% |
$2.28M - $2.56M
|
35.1K
$4.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
25.6K+ 12.01% |
$2.15M - $2.41M
|
238K
$32.4M
|
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
25.3K+ 22.4% |
$2.13M - $2.39M
|
138K
$18.8M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
24.6K+ 6.58% |
$2.06M - $2.31M
|
398K
$54.2M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.2KNew |
$2.03M - $2.28M
|
24.2K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
24K+ 1.88% |
$2.01M - $2.26M
|
1.3M
$177M
|
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
23.8KNew |
$2M - $2.24M
|
23.8K
$3.24M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
23.8K+ 7.73% |
$2M - $2.24M
|
332K
$45.1M
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
23.7KNew |
$1.99M - $2.23M
|
23.7K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
23.6KNew |
$1.98M - $2.22M
|
23.6K
$3.21M
|