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 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14.5K+ 33.9% |
$1.22M - $1.37M
|
57.4K
$7.81M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
14.4KNew |
$1.21M - $1.35M
|
14.4K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.2K+ 12.79% |
$1.19M - $1.33M
|
125K
$17M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
14KNew |
$1.17M - $1.31M
|
14K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
13.8K+ 77.0% |
$1.16M - $1.3M
|
31.7K
$4.31M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
13.8K+ 112.01% |
$1.15M - $1.3M
|
26K
$3.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
13.7KNew |
$1.15M - $1.29M
|
13.7K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Amica Mutual Insurance CO
|
BUY
|
- |
13.3K+ 20.07% |
$1.12M - $1.25M
|
79.5K
$10.8M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
13.2K+ 21.12% |
$1.11M - $1.25M
|
75.9K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
13.2K+ 6.24% |
$1.11M - $1.24M
|
224K
$30.5M
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
13.1KNew |
$1.1M - $1.23M
|
13.1K
$1.78M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
12.8K+ 36.58% |
$1.07M - $1.21M
|
47.8K
$6.5M
|
|
|
May 14, 2024
Q1 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
12.8K+ 15.34% |
$1.07M - $1.2M
|
95.8K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.6K+ 15.01% |
$1.05M - $1.18M
|
96.3K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
12.4KNew |
$1.04M - $1.17M
|
12.4K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
12.4KNew |
$1.04M - $1.17M
|
12.4K
$1.69M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
12.1K+ 864.29% |
$1.02M - $1.14M
|
13.5K
$1.84M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
11.7K+ 5.43% |
$981K - $1.1M
|
227K
$30.9M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
11.6K+ 17.21% |
$973K - $1.09M
|
79K
$10.7M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11.6K+ 5.83% |
$971K - $1.09M
|
210K
$28.6M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.5K+ 26.06% |
$963K - $1.08M
|
55.5K
$7.55M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
11.3KNew |
$948K - $1.06M
|
11.3K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$946K - $1.06M
|
11.3K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
11.2KNew |
$940K - $1.05M
|
11.2K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.2KNew |
$939K - $1.05M
|
11.2K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$930K - $1.04M
|
11.1K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11K+ 17.07% |
$927K - $1.04M
|
75.7K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
11K+ 132.53% |
$923K - $1.04M
|
19.3K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
10.9K+ 91.43% |
$914K - $1.03M
|
22.8K
$3.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 12.3% |
$911K - $1.02M
|
99.2K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
10.7K+ 18.51% |
$901K - $1.01M
|
68.7K
$9.35M
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
10.7K+ 6.24% |
$897K - $1.01M
|
182K
$24.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.3KNew |
$866K - $972K
|
10.3K
$1.4M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 9.16% |
$860K - $965K
|
122K
$16.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
10.1K+ 202.03% |
$850K - $954K
|
15.2K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.1K+ 63.82% |
$847K - $950K
|
25.9K
$3.52M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
9.9K+ 2.95% |
$831K - $932K
|
346K
$47.1M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.88K+ 1.95% |
$829K - $931K
|
518K
$70.4M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
9.62K+ 98.13% |
$807K - $905K
|
19.4K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
9.5K+ 19.59% |
$797K - $895K
|
58K
$7.89M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.47K+ 3.91% |
$794K - $892K
|
252K
$34.3M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
9.45K+ 5.78% |
$793K - $890K
|
173K
$23.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.36KNew |
$785K - $881K
|
9.36K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
9.25K+ 5.21% |
$776K - $871K
|
187K
$25.4M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
9.17KNew |
$769K - $863K
|
9.17K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
9KNew |
$755K - $847K
|
9K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.96K+ 2.62% |
$752K - $844K
|
351K
$47.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
8.8K+ 4.8% |
$738K - $829K
|
192K
$26.1M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
8.76KNew |
$735K - $825K
|
8.76K
$1.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
8.66KNew |
$727K - $816K
|
8.66K
$1.18M
|