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 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-33.6K- 15.03% |
$2.82M - $3.16M
|
190K
$26.1M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-34K- 90.14% |
$2.85M - $3.2M
|
3.72K
$512K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-34K- 64.67% |
$2.85M - $3.2M
|
18.6K
$2.56M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-34K- 6.33% |
$2.86M - $3.21M
|
504K
$69.4M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-34.7K- 35.01% |
$2.91M - $3.27M
|
64.4K
$8.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-36.6K- 1.23% |
$3.07M - $3.44M
|
2.93M
$404M
|
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-36.6K- 5.07% |
$3.07M - $3.45M
|
686K
$94.5M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-37.8K- 40.23% |
$3.17M - $3.56M
|
56.1K
$7.73M
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-38.6K- 87.79% |
$3.23M - $3.63M
|
5.36K
$739K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-40.2K- 11.8% |
$3.37M - $3.78M
|
300K
$41.4M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-40.3K- 1.37% |
$3.38M - $3.8M
|
2.9M
$400M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-40.7K- 4.39% |
$3.42M - $3.84M
|
887K
$122M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-41.8K- 11.75% |
$3.51M - $3.94M
|
314K
$43.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-42.1K- 86.36% |
$3.53M - $3.97M
|
6.65K
$917K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-42.6K- 18.84% |
$3.58M - $4.01M
|
184K
$25.3M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-43.9K- 15.62% |
$3.68M - $4.13M
|
237K
$32.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-44.8K- 12.91% |
$3.76M - $4.22M
|
302K
$41.7M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-45.2K- 8.53% |
$3.79M - $4.26M
|
485K
$66.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-45.7K- 15.23% |
$3.83M - $4.3M
|
254K
$35M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-45.8K- 27.29% |
$3.84M - $4.31M
|
122K
$16.8M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-46.3K- 6.25% |
$3.89M - $4.36M
|
695K
$95.8M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-46.4K- 0.77% |
$3.9M - $4.37M
|
5.95M
$820M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-46.8K- 3.57% |
$3.92M - $4.4M
|
1.26M
$174M
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-47.2K- 7.18% |
$3.96M - $4.45M
|
611K
$84.1M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-50.1K- 0.72% |
$4.2M - $4.72M
|
6.91M
$952M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-54.7K- 36.21% |
$4.59M - $5.15M
|
96.4K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-55.6K- 14.23% |
$4.67M - $5.24M
|
335K
$46.2M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-56.7K- 8.95% |
$4.75M - $5.34M
|
576K
$79.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-57.4K- 93.91% |
$4.82M - $5.41M
|
3.73K
$514K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-59.9K- 11.32% |
$5.03M - $5.64M
|
469K
$64.7M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-60.2K- 1.95% |
$5.05M - $5.67M
|
3.02M
$417M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-64.8K- 68.4% |
$5.44M - $6.1M
|
29.9K
$4.13M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-73.6K- 4.31% |
$6.18M - $6.93M
|
1.63M
$225M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-75.4K- 90.67% |
$6.33M - $7.1M
|
7.76K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-76.5K- 68.47% |
$6.42M - $7.2M
|
35.2K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-77.3K- 74.31% |
$6.49M - $7.28M
|
26.7K
$3.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-86.6K- 44.45% |
$7.27M - $8.16M
|
108K
$14.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Zenyatta Capital Management LP
|
SELL
|
- |
-90K- 72.0% |
$7.55M - $8.47M
|
35K
$4.82M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-91.6K- 1.51% |
$7.69M - $8.63M
|
5.98M
$824M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-92.2K- 1.06% |
$7.74M - $8.68M
|
8.59M
$1.18B
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-96.5K- 8.91% |
$8.09M - $9.08M
|
986K
$136M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-96.5K- 12.3% |
$8.1M - $9.09M
|
688K
$94.8M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-97.4K- 85.97% |
$8.18M - $9.17M
|
15.9K
$2.19M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-102K- 37.78% |
$8.54M - $9.59M
|
168K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Focused Investors LLC
|
SELL
|
- |
-104K- 5.78% |
$8.74M - $9.81M
|
1.7M
$234M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-105K- 75.4% |
$8.82M - $9.9M
|
34.3K
$4.73M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-110K- 37.46% |
$9.24M - $10.4M
|
184K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-111K- 50.54% |
$9.35M - $10.5M
|
109K
$15M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-113K- 70.1% |
$9.48M - $10.6M
|
48.2K
$6.64M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-117K- 88.8% |
$9.83M - $11M
|
14.8K
$2.04M
|