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 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
8.51K+ 7.95% |
$714K - $801K
|
115K
$15.7M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
8.49K+ 8.61% |
$713K - $800K
|
107K
$14.6M
|
|
|
May 07, 2024
Q1 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
8.45K+ 23.49% |
$709K - $795K
|
44.4K
$6.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
8.31K+ 11.32% |
$697K - $783K
|
81.7K
$11.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
8.1K+ 5.74% |
$680K - $763K
|
149K
$20.3M
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
8.09K+ 1.39% |
$679K - $762K
|
592K
$80.5M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
7.87K+ 19.59% |
$660K - $741K
|
48K
$6.53M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.53K+ 8.64% |
$631K - $709K
|
94.6K
$12.9M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.25K+ 68.64% |
$608K - $683K
|
17.8K
$2.42M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.07K+ 79.21% |
$593K - $666K
|
16K
$2.18M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
7.06K+ 76.78% |
$593K - $665K
|
16.3K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.99KNew |
$587K - $659K
|
6.99K
$951K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6.95K+ 34.42% |
$583K - $654K
|
27.1K
$3.69M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.88KNew |
$577K - $648K
|
6.88K
$935K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
6.86K+ 2.74% |
$576K - $646K
|
257K
$35M
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
6.78K+ 4.2% |
$569K - $638K
|
168K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.73KNew |
$564K - $633K
|
6.73K
$915K
|
|
|
Apr 18, 2024
Q1 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.71KNew |
$563K - $632K
|
6.71K
$912K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
6.5K+ 236.64% |
$546K - $612K
|
9.25K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
6.37K+ 22.68% |
$534K - $600K
|
34.5K
$4.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.33KNew |
$531K - $596K
|
6.33K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.24K+ 141.04% |
$524K - $588K
|
10.7K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
6.21K+ 130.27% |
$521K - $585K
|
11K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
6.2K+ 13.98% |
$520K - $584K
|
50.5K
$6.87M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.17K+ 28.57% |
$518K - $581K
|
27.8K
$3.78M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
6.1K+ 5.55% |
$512K - $575K
|
116K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
6.09KNew |
$511K - $573K
|
6.09K
$828K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
6.02K+ 2.92% |
$505K - $566K
|
212K
$28.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.97K+ 6.7% |
$500K - $562K
|
94.9K
$12.9M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.96K+ 70.86% |
$500K - $562K
|
14.4K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.91K+ 7.65% |
$496K - $556K
|
83.2K
$11.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
5.7K+ 100.44% |
$478K - $537K
|
11.4K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
5.66K+ 27.57% |
$475K - $533K
|
26.2K
$3.56M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.63K+ 120.54% |
$472K - $530K
|
10.3K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
5.58K+ 3.29% |
$468K - $525K
|
175K
$23.8M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5.52K+ 145.99% |
$463K - $519K
|
9.3K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
5.49KNew |
$461K - $517K
|
5.49K
$747K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.48K+ 31.68% |
$460K - $516K
|
22.8K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
5.44KNew |
$457K - $512K
|
5.44K
$740K
|
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.33KNew |
$447K - $502K
|
5.33K
$725K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.29K+ 81.7% |
$444K - $498K
|
11.8K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
5.2K+ 2.76% |
$436K - $490K
|
194K
$26.3M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.19K+ 143.64% |
$436K - $489K
|
8.81K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.16K+ 7.91% |
$433K - $485K
|
70.3K
$9.57M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.14K+ 6.5% |
$431K - $484K
|
84.3K
$11.5M
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.07K+ 18.26% |
$425K - $477K
|
32.8K
$4.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.07K+ 29.69% |
$425K - $477K
|
22.1K
$3.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5K+ 128.21% |
$420K - $471K
|
8.9K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5KNew |
$420K - $471K
|
5K
$680K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.9K+ 17.74% |
$411K - $461K
|
32.5K
$4.42M
|