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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-60- 1.25% |
$4.9K - $5.68K
|
4.73K
$604K
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-60- 0.47% |
$4.9K - $5.68K
|
12.7K
$1.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-63- 1.89% |
$5.14K - $5.96K
|
3.27K
$418K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-63- 10.75% |
$5.14K - $5.96K
|
523
$66.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-65- 1.78% |
$5.31K - $6.15K
|
3.59K
$458K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-67- 0.26% |
$5.47K - $6.34K
|
26K
$3.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-68- 1.73% |
$5.55K - $6.44K
|
3.85K
$492K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-68- 2.68% |
$5.55K - $6.44K
|
2.47K
$315K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-68- 0.4% |
$5.55K - $6.44K
|
17K
$2.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-68- 0.39% |
$5.55K - $6.44K
|
17.2K
$2.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-68- 2.34% |
$5.55K - $6.44K
|
2.84K
$362K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-68- 1.47% |
$5.55K - $6.44K
|
4.55K
$580K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-69- 2.67% |
$5.63K - $6.53K
|
2.52K
$321K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-69- 2.41% |
$5.63K - $6.53K
|
2.79K
$356K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-70- 0.1% |
$5.72K - $6.63K
|
70.5K
$9M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-71- 1.83% |
$5.8K - $6.72K
|
3.82K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-71- 1.71% |
$5.8K - $6.72K
|
4.09K
$522K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-72- 0.62% |
$5.88K - $6.82K
|
11.6K
$1.48M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-72- 0.62% |
$5.88K - $6.82K
|
11.6K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-73- 1.54% |
$5.96K - $6.91K
|
4.67K
$595K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-75- 2.48% |
$6.12K - $7.1K
|
2.95K
$376K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-76- 6.22% |
$6.21K - $7.19K
|
1.15K
$146K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-78- 1.0% |
$6.37K - $7.38K
|
7.74K
$987K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-79- 2.02% |
$6.45K - $7.48K
|
3.83K
$489K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-80- 0.12% |
$6.53K - $7.57K
|
64.1K
$8.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-83- 2.15% |
$6.78K - $7.86K
|
3.77K
$481K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-84- 2.14% |
$6.86K - $7.95K
|
3.84K
$489K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-85- 3.32% |
$6.94K - $8.05K
|
2.48K
$316K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-85- 1.41% |
$6.94K - $8.05K
|
5.94K
$758K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-86- 2.12% |
$7.02K - $8.14K
|
3.98K
$507K
|
|
|
Nov 29, 2023
Q3 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-91- 0.48% |
$7.43K - $8.61K
|
18.9K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-92- 1.63% |
$7.51K - $8.71K
|
5.56K
$710K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-94- 47.24% |
$7.68K - $8.9K
|
105
$13.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-94- 0.52% |
$7.68K - $8.9K
|
17.8K
$2.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-100- 3.37% |
$8.17K - $9.47K
|
2.87K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-100- 0.55% |
$8.17K - $9.47K
|
18.2K
$2.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-101- 2.31% |
$8.25K - $9.56K
|
4.27K
$545K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-105- 6.46% |
$8.57K - $9.94K
|
1.52K
$194K
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-112- 0.31% |
$9.14K - $10.6K
|
36.5K
$4.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-114- 0.35% |
$9.31K - $10.8K
|
32.2K
$4.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-116- 0.56% |
$9.47K - $11K
|
20.5K
$2.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-116- 4.59% |
$9.47K - $11K
|
2.41K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-116- 1.09% |
$9.47K - $11K
|
10.5K
$1.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-125- 2.16% |
$10.2K - $11.8K
|
5.65K
$721K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-125- 3.57% |
$10.2K - $11.8K
|
3.37K
$430K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-127- 42.33% |
$10.4K - $12K
|
173
$22.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-129- 0.93% |
$10.5K - $12.2K
|
13.8K
$1.76M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-132- 3.26% |
$10.8K - $12.5K
|
3.91K
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-134- 1.76% |
$10.9K - $12.7K
|
7.49K
$956K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-134- 1.77% |
$10.9K - $12.7K
|
7.42K
$946K
|