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 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-157- 0.6% |
$12.8K - $14.9K
|
26K
$3.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-160- 2.61% |
$13.1K - $15.1K
|
5.97K
$712K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-161- 0.28% |
$13.1K - $15.2K
|
57.4K
$6.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-161- 0.92% |
$13.1K - $15.2K
|
17.3K
$2.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-163- 0.45% |
$13.3K - $15.4K
|
36.4K
$4.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-165- 22.24% |
$13.5K - $15.6K
|
577
$68.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-167- 13.82% |
$13.6K - $15.8K
|
1.04K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-168- 31.52% |
$13.7K - $15.9K
|
365
$43.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-171- 4.01% |
$14K - $16.2K
|
4.1K
$489K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-172- 6.7% |
$14K - $16.3K
|
2.4K
$286K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-175- 30.7% |
$14.3K - $16.6K
|
395
$47.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-178- 7.0% |
$14.5K - $16.9K
|
2.36K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-181- 15.21% |
$14.8K - $17.1K
|
1.01K
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-184- 2.24% |
$15K - $17.4K
|
8.05K
$960K
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-190- 1.71% |
$15.5K - $18K
|
10.9K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-192- 3.43% |
$15.7K - $18.2K
|
5.4K
$644K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-200- 3.74% |
$16.3K - $18.9K
|
5.15K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-200- 6.25% |
$16.3K - $18.9K
|
3K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-200- 3.01% |
$16.3K - $18.9K
|
6.44K
$768K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-202- 5.1% |
$16.5K - $19.1K
|
3.76K
$448K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-203- 1.29% |
$16.6K - $19.2K
|
15.6K
$1.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
SELL
|
- |
-204- 0.51% |
$16.7K - $19.3K
|
39.5K
$4.71M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-205- 2.71% |
$16.7K - $19.4K
|
7.36K
$878K
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-205- 0.26% |
$16.7K - $19.4K
|
78.5K
$9.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-205- 6.35% |
$16.7K - $19.4K
|
3.02K
$361K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-206- 21.33% |
$16.8K - $19.5K
|
760
$90.7K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-207- 15.48% |
$16.9K - $19.6K
|
1.13K
$135K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-208- 1.54% |
$17K - $19.7K
|
13.3K
$1.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-209- 0.49% |
$17.1K - $19.8K
|
42.6K
$5.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-210- 1.23% |
$17.1K - $19.9K
|
16.9K
$2.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-211- 11.04% |
$17.2K - $20K
|
1.7K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-211- 3.0% |
$17.2K - $20K
|
6.82K
$814K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-212- 0.42% |
$17.3K - $20.1K
|
50.6K
$6.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-217- 2.03% |
$17.7K - $20.5K
|
10.5K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-218- 1.1% |
$17.8K - $20.6K
|
19.6K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-222- 0.22% |
$18.1K - $21K
|
102K
$12.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-223- 1.77% |
$18.2K - $21.1K
|
12.4K
$1.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-225- 0.31% |
$18.4K - $21.3K
|
73.5K
$8.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-225- 3.11% |
$18.4K - $21.3K
|
7.01K
$836K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-231- 2.55% |
$18.9K - $21.9K
|
8.82K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-234- 19.66% |
$19.1K - $22.2K
|
956
$114K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-234- 2.33% |
$19.1K - $22.2K
|
9.82K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Granger Management LLC
|
SELL
|
- |
-235- 6.06% |
$19.2K - $22.2K
|
3.65K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-237- 4.68% |
$19.4K - $22.4K
|
4.83K
$576K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-238- 8.07% |
$19.4K - $22.5K
|
2.71K
$323K
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-240- 3.03% |
$19.6K - $22.7K
|
7.68K
$916K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-242- 5.09% |
$19.8K - $22.9K
|
4.51K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-245- 5.65% |
$20K - $23.2K
|
4.09K
$488K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-249- 5.79% |
$20.3K - $23.6K
|
4.05K
$483K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-251- 4.0% |
$20.5K - $23.8K
|
6.03K
$719K
|