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
|
Cullinan Associates Inc
|
SELL
|
- |
-76.5K- 68.47% |
$6.42M - $7.2M
|
35.2K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-77.3K- 74.31% |
$6.49M - $7.28M
|
26.7K
$3.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-86.6K- 44.45% |
$7.27M - $8.16M
|
108K
$15.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Zenyatta Capital Management LP
|
SELL
|
- |
-90K- 72.0% |
$7.55M - $8.47M
|
35K
$4.99M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-91.6K- 1.51% |
$7.69M - $8.63M
|
5.98M
$852M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-92.2K- 1.06% |
$7.74M - $8.68M
|
8.59M
$1.22B
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-96.5K- 8.91% |
$8.09M - $9.08M
|
986K
$141M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-96.5K- 12.3% |
$8.1M - $9.09M
|
688K
$98M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-97.4K- 85.97% |
$8.18M - $9.17M
|
15.9K
$2.27M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-102K- 37.78% |
$8.54M - $9.59M
|
168K
$23.9M
|
|
|
May 14, 2024
Q1 2024
|
Focused Investors LLC
|
SELL
|
- |
-104K- 5.78% |
$8.74M - $9.81M
|
1.7M
$242M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-105K- 75.4% |
$8.82M - $9.9M
|
34.3K
$4.89M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-110K- 37.46% |
$9.24M - $10.4M
|
184K
$26.2M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-111K- 50.54% |
$9.35M - $10.5M
|
109K
$15.5M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-113K- 70.1% |
$9.48M - $10.6M
|
48.2K
$6.87M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-117K- 88.8% |
$9.83M - $11M
|
14.8K
$2.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-118K- 20.24% |
$9.88M - $11.1M
|
464K
$66.1M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-120K- 90.07% |
$10M - $11.3M
|
13.2K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-123K- 49.63% |
$10.3M - $11.6M
|
125K
$17.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-130K- 93.78% |
$10.9M - $12.2M
|
8.62K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-130K- 76.5% |
$10.9M - $12.3M
|
40K
$5.7M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-132K- 9.89% |
$11M - $12.4M
|
1.2M
$171M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-133K- 22.67% |
$11.1M - $12.5M
|
453K
$64.5M
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-139K- 37.79% |
$11.7M - $13.1M
|
229K
$32.6M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-140K- 33.6% |
$11.7M - $13.2M
|
276K
$39.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-146K- 42.06% |
$12.2M - $13.7M
|
201K
$28.6M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-147K- 8.87% |
$12.3M - $13.8M
|
1.51M
$215M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-163K- 1.56% |
$13.7M - $15.4M
|
10.3M
$1.47B
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-163K- 9.19% |
$13.7M - $15.4M
|
1.61M
$230M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-171K- 21.83% |
$14.4M - $16.1M
|
613K
$87.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-192K- 77.42% |
$16.1M - $18.1M
|
56.1K
$7.99M
|
|
|
May 13, 2024
Q1 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-201K- 11.38% |
$16.9M - $19M
|
1.57M
$224M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-204K- 73.23% |
$17.1M - $19.2M
|
74.5K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-210K- 70.27% |
$17.6M - $19.7M
|
88.7K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-219K- 69.96% |
$18.3M - $20.6M
|
93.8K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-238K- 50.95% |
$20M - $22.4M
|
229K
$32.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-277K- 51.09% |
$23.2M - $26M
|
265K
$37.7M
|
|
|
May 14, 2024
Q1 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-287K- 7.55% |
$24.1M - $27M
|
3.51M
$500M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-292K- 98.05% |
$24.5M - $27.5M
|
5.8K
$827K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-299K- 40.41% |
$25.1M - $28.2M
|
441K
$62.9M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-301K- 20.6% |
$25.2M - $28.3M
|
1.16M
$165M
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-304K- 99.35% |
$25.5M - $28.6M
|
2K
$285K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-304K- 6.12% |
$25.5M - $28.7M
|
4.67M
$665M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-310K- 30.09% |
$26M - $29.2M
|
720K
$103M
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
SELL
|
- |
-317K- 50.45% |
$26.6M - $29.8M
|
311K
$44.3M
|
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-356K- 9.02% |
$29.9M - $33.6M
|
3.59M
$512M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-361K- 97.62% |
$30.3M - $34M
|
8.79K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-363K- 55.05% |
$30.4M - $34.2M
|
296K
$42.2M
|
|
|
May 14, 2024
Q1 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-369K- 1.83% |
$31M - $34.8M
|
19.8M
$2.83B
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-411K- 99.84% |
$34.5M - $38.7M
|
676
$96.3K
|