Purchases and Sales Made in Q3 2023 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6- 1.97% |
$490 - $568
|
298
$38K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-8- 11.76% |
$653 - $757
|
60
$7.66K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-9- 0.13% |
$735 - $852
|
6.97K
$890K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10- 0.04% |
$817 - $947
|
26.5K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-10- 0.28% |
$817 - $947
|
3.59K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-13- 52.0% |
$1.06K - $1.23K
|
12
$1.53K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-14- 0.35% |
$1.14K - $1.33K
|
3.98K
$507K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15- 3.1% |
$1.22K - $1.42K
|
469
$59.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-15- 0.41% |
$1.22K - $1.42K
|
3.64K
$464K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-17- 0.3% |
$1.39K - $1.61K
|
5.69K
$726K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-18- 0.07% |
$1.47K - $1.7K
|
27.3K
$3.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-20- 0.27% |
$1.63K - $1.89K
|
7.5K
$957K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-20- 0.12% |
$1.63K - $1.89K
|
16.9K
$2.16M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-21- 0.57% |
$1.71K - $1.99K
|
3.66K
$467K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-21- 2.67% |
$1.71K - $1.99K
|
765
$97.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-21- 0.3% |
$1.71K - $1.99K
|
6.92K
$882K
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
SELL
|
- |
-23- 0.08% |
$1.88K - $2.18K
|
27.2K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-23- 0.59% |
$1.88K - $2.18K
|
3.88K
$495K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-25- 0.42% |
$2.04K - $2.37K
|
5.99K
$764K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-25- 0.03% |
$2.04K - $2.37K
|
79.2K
$10.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-28- 2.31% |
$2.29K - $2.65K
|
1.18K
$151K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-28- 29.47% |
$2.29K - $2.65K
|
67
$8.55K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-28- 0.74% |
$2.29K - $2.65K
|
3.78K
$482K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-29- 0.65% |
$2.37K - $2.75K
|
4.46K
$569K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-30- 8.62% |
$2.45K - $2.84K
|
318
$40.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.82% |
$2.53K - $2.93K
|
3.74K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32- 2.94% |
$2.61K - $3.03K
|
1.06K
$135K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-33- 0.37% |
$2.69K - $3.12K
|
8.96K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-34- 1.13% |
$2.78K - $3.22K
|
2.99K
$381K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 1.42% |
$2.86K - $3.31K
|
2.42K
$309K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-37- 1.35% |
$3.02K - $3.5K
|
2.71K
$346K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-38- 0.43% |
$3.1K - $3.6K
|
8.87K
$1.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-40- 4.13% |
$3.27K - $3.79K
|
929
$119K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-40- 0.54% |
$3.27K - $3.79K
|
7.3K
$932K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-41- 1.35% |
$3.35K - $3.88K
|
3.01K
$384K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-43- 1.46% |
$3.51K - $4.07K
|
2.91K
$371K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-45- 4.38% |
$3.67K - $4.26K
|
983
$125K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-47- 0.31% |
$3.84K - $4.45K
|
15K
$1.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-48- 3.3% |
$3.92K - $4.54K
|
1.41K
$179K
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-50- 1.89% |
$4.08K - $4.73K
|
2.6K
$332K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50- 0.47% |
$4.08K - $4.73K
|
10.6K
$1.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 4.95% |
$4.08K - $4.73K
|
960
$122K
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-51- 0.96% |
$4.16K - $4.83K
|
5.24K
$669K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-52- 1.66% |
$4.25K - $4.92K
|
3.08K
$393K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-53- 2.42% |
$4.33K - $5.02K
|
2.14K
$273K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-56- 0.98% |
$4.57K - $5.3K
|
5.65K
$721K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-56- 0.23% |
$4.57K - $5.3K
|
24K
$3.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-56- 1.67% |
$4.57K - $5.3K
|
3.29K
$420K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-57- 3.55% |
$4.65K - $5.4K
|
1.55K
$198K
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-59- 0.26% |
$4.82K - $5.59K
|
22.5K
$2.87M
|