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 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
23.5KNew |
$1.97M - $2.21M
|
23.5K
$3.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.5KNew |
$1.97M - $2.21M
|
23.5K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
23.4K+ 65.96% |
$1.96M - $2.2M
|
58.9K
$8.01M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
23.3KNew |
$1.95M - $2.19M
|
23.3K
$3.16M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23.1KNew |
$1.94M - $2.17M
|
23.1K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.8K+ 10.31% |
$1.91M - $2.15M
|
244K
$33.2M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
22.6K+ 165.37% |
$1.89M - $2.13M
|
36.2K
$4.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22K+ 141.34% |
$1.85M - $2.07M
|
37.6K
$5.12M
|
|
|
May 15, 2024
Q1 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
22KNew |
$1.85M - $2.07M
|
22K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
21.8K+ 0.65% |
$1.83M - $2.06M
|
3.36M
$457M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
21.1K+ 13.81% |
$1.77M - $1.99M
|
174K
$23.7M
|
|
|
May 01, 2024
Q1 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
21K+ 40.11% |
$1.76M - $1.98M
|
73.4K
$9.99M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20.9K+ 110.81% |
$1.75M - $1.96M
|
39.7K
$5.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
20.8K+ 32.17% |
$1.75M - $1.96M
|
85.5K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
20.5KNew |
$1.72M - $1.93M
|
20.5K
$2.79M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
20.5K+ 23.65% |
$1.72M - $1.93M
|
107K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
20.5KNew |
$1.72M - $1.93M
|
20.5K
$2.78M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
$1.71M - $1.92M
|
20.4K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19.9K+ 11.38% |
$1.67M - $1.87M
|
195K
$26.5M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
19.8K+ 10.27% |
$1.66M - $1.86M
|
213K
$28.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
19.5K+ 3.35% |
$1.64M - $1.84M
|
603K
$82M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
19.5K+ 74.21% |
$1.64M - $1.84M
|
45.8K
$6.23M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
19.1K+ 137.43% |
$1.6M - $1.8M
|
33K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
18.9K+ 844.85% |
$1.59M - $1.78M
|
21.2K
$2.88M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
18.9K+ 3.7% |
$1.59M - $1.78M
|
530K
$72.1M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
18.6K+ 22.31% |
$1.56M - $1.75M
|
102K
$13.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
18.3K+ 31.76% |
$1.53M - $1.72M
|
75.8K
$10.3M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.8K+ 23.07% |
$1.49M - $1.67M
|
94.9K
$12.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
17.8KNew |
$1.49M - $1.67M
|
17.8K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
17.7K+ 28.81% |
$1.49M - $1.67M
|
79.1K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
17.6K+ 2.39% |
$1.48M - $1.66M
|
755K
$103M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
17.4K+ 2.26% |
$1.46M - $1.63M
|
784K
$107M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.1K+ 11.18% |
$1.43M - $1.61M
|
170K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
17KNew |
$1.43M - $1.6M
|
17K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
16.5K+ 96.58% |
$1.38M - $1.55M
|
33.6K
$4.57M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.4K+ 1.3% |
$1.38M - $1.55M
|
1.28M
$174M
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
16.4K+ 2.76% |
$1.37M - $1.54M
|
609K
$82.8M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
16K+ 0.71% |
$1.34M - $1.5M
|
2.28M
$310M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
15.8K+ 4.08% |
$1.33M - $1.49M
|
404K
$54.9M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.6K+ 21.87% |
$1.31M - $1.47M
|
87K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
15.6K+ 12.71% |
$1.31M - $1.47M
|
138K
$18.8M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
15.6KNew |
$1.31M - $1.47M
|
15.6K
$2.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15.3K+ 60.15% |
$1.28M - $1.44M
|
40.8K
$5.54M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
15.2K+ 5.69% |
$1.28M - $1.43M
|
283K
$38.5M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.2K+ 7.01% |
$1.27M - $1.43M
|
232K
$31.5M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.1K+ 6.61% |
$1.27M - $1.42M
|
244K
$33.2M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
15.1K+ 17.22% |
$1.27M - $1.42M
|
103K
$14M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
15K+ 4.29% |
$1.26M - $1.41M
|
364K
$49.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.7KNew |
$1.23M - $1.38M
|
14.7K
$2M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
14.6K+ 21.53% |
$1.22M - $1.37M
|
82.4K
$11.2M
|