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 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.45K+ 19.41% |
$289K - $325K
|
21.2K
$2.88M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.44KNew |
$288K - $324K
|
3.44K
$467K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.43K+ 122.79% |
$288K - $323K
|
6.23K
$847K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
3.42KNew |
$287K - $322K
|
3.42K
$464K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.31KNew |
$278K - $312K
|
3.31K
$451K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.23K+ 24.24% |
$271K - $304K
|
16.6K
$2.25M
|
|
|
May 10, 2024
Q1 2024
|
Torray LLC
|
BUY
|
- |
3.22K+ 7.77% |
$270K - $303K
|
44.6K
$6.07M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.1K+ 77.45% |
$260K - $292K
|
7.11K
$967K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.1K+ 6.51% |
$260K - $292K
|
50.8K
$6.9M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.08K+ 6.13% |
$258K - $290K
|
53.3K
$7.25M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.08KNew |
$258K - $290K
|
3.08K
$419K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.07K+ 5.36% |
$258K - $289K
|
60.4K
$8.21M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
3.06KNew |
$256K - $288K
|
3.06K
$415K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3.03KNew |
$254K - $285K
|
3.03K
$412K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.02K+ 6.77% |
$253K - $284K
|
47.6K
$6.48M
|
|
|
May 15, 2024
Q1 2024
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
3.02K+ 2.67% |
$253K - $284K
|
116K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.02K+ 0.91% |
$253K - $284K
|
335K
$45.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.98K+ 45.08% |
$250K - $280K
|
9.58K
$1.3M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.94K+ 3.43% |
$247K - $277K
|
88.9K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.94KNew |
$247K - $277K
|
2.94K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.91K+ 523.16% |
$244K - $274K
|
3.47K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.86K+ 148.13% |
$240K - $269K
|
4.78K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
2.84K+ 59.19% |
$238K - $268K
|
7.64K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.84K+ 26.6% |
$238K - $267K
|
13.5K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.82K+ 7.94% |
$237K - $266K
|
38.4K
$5.22M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.82K+ 29.67% |
$237K - $265K
|
12.3K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.82KNew |
$236K - $265K
|
2.82K
$383K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
2.79KNew |
$234K - $263K
|
2.79K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.75K+ 6.55% |
$231K - $259K
|
44.8K
$6.09M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.75K+ 1.7% |
$231K - $259K
|
165K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
2.73KNew |
$229K - $257K
|
2.73K
$372K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
2.73KNew |
$229K - $257K
|
2.73K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.73KNew |
$229K - $257K
|
2.73K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.72KNew |
$228K - $256K
|
2.72K
$370K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.7KNew |
$227K - $254K
|
2.7K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 62.22% |
$224K - $251K
|
6.95K
$945K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
2.66K+ 1.32% |
$223K - $250K
|
204K
$27.8M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.65KNew |
$222K - $249K
|
2.65K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.65KNew |
$222K - $249K
|
2.65K
$360K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
2.64KNew |
$221K - $248K
|
2.64K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.62KNew |
$219K - $246K
|
2.62K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 8.74% |
$218K - $245K
|
32.3K
$4.4M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
2.59K+ 8.08% |
$217K - $244K
|
34.7K
$4.71M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.57KNew |
$215K - $242K
|
2.57K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.53K+ 1.7% |
$212K - $238K
|
151K
$20.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.5K+ 94.55% |
$210K - $235K
|
5.14K
$700K
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$209K - $235K
|
2.5K
$339K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.48KNew |
$208K - $234K
|
2.48K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.48K+ 1.62% |
$208K - $234K
|
155K
$21.1M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
2.47K+ 9.75% |
$208K - $233K
|
27.9K
$3.79M
|