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 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
121K+ 13.09% |
$9.88M - $11.5M
|
1.05M
$133M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
121K+ 43.91% |
$9.84M - $11.4M
|
395K
$50.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
118K+ 7.55% |
$9.66M - $11.2M
|
1.68M
$215M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
110KNew |
$8.94M - $10.4M
|
110K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
106KNew |
$8.65M - $10M
|
106K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
105K+ 161.68% |
$8.55M - $9.92M
|
170K
$21.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
99.3KNew |
$8.11M - $9.4M
|
99.3K
$12.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
97.4K+ 91.91% |
$7.95M - $9.22M
|
203K
$26M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
96.8K+ 2.0% |
$7.9M - $9.16M
|
4.92M
$628M
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
94.5KNew |
$7.71M - $8.94M
|
94.5K
$12.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
86.1KNew |
$7.03M - $8.15M
|
86.1K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
83.7K+ 33.5% |
$6.84M - $7.93M
|
334K
$42.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
83K+ 61.5% |
$6.78M - $7.86M
|
218K
$27.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
81.9K+ 16.45% |
$6.68M - $7.75M
|
580K
$73.9M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
81.2K+ 103.81% |
$6.63M - $7.69M
|
159K
$20.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.5K+ 1.3% |
$6.08M - $7.05M
|
5.82M
$743M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
73.4K+ 99.22% |
$5.99M - $6.95M
|
147K
$18.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
72.2K+ 157.89% |
$5.9M - $6.84M
|
118K
$15M
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
71.4K+ 39.92% |
$5.83M - $6.76M
|
250K
$31.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
71.3KNew |
$5.82M - $6.75M
|
71.3K
$9.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
69.2K+ 6.46% |
$5.65M - $6.55M
|
1.14M
$146M
|
|
|
Oct 19, 2023
Q3 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
68.8K+ 44.6% |
$5.62M - $6.51M
|
223K
$28.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Hosking Partners LLP
|
BUY
|
- |
68.5K+ 20.15% |
$5.59M - $6.48M
|
408K
$52.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
68.3K+ 4.49% |
$5.57M - $6.46M
|
1.59M
$203M
|
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
65.6K+ 131.06% |
$5.35M - $6.21M
|
116K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
62.7K+ 129.86% |
$5.12M - $5.94M
|
111K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
58.2K+ 4.33% |
$4.75M - $5.51M
|
1.4M
$179M
|
|
|
Oct 25, 2023
Q3 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
58K+ 22.15% |
$4.74M - $5.49M
|
320K
$40.8M
|
|
|
Feb 06, 2024
Q3 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
57.5KNew |
$4.7M - $5.45M
|
57.5K
$7.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Zenyatta Capital Management LP
|
BUY
|
- |
57.5K+ 766.67% |
$4.69M - $5.44M
|
65K
$8.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
57.5K+ 4.46% |
$4.69M - $5.44M
|
1.35M
$172M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
57.3K+ 29.86% |
$4.68M - $5.42M
|
249K
$31.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
57.2K+ 43.58% |
$4.67M - $5.41M
|
188K
$24M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
56.8K+ 5.46% |
$4.63M - $5.37M
|
1.1M
$140M
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
54.6KNew |
$4.45M - $5.16M
|
54.6K
$6.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
BUY
|
- |
52.8K+ 5.0% |
$4.31M - $5M
|
1.11M
$142M
|
|
|
Nov 13, 2023
Q3 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
51.3KNew |
$4.19M - $4.85M
|
51.3K
$6.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
51.2K+ 108.49% |
$4.18M - $4.85M
|
98.4K
$12.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
50.1K+ 21.3% |
$4.09M - $4.75M
|
286K
$36.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
49.2K+ 286.04% |
$4.01M - $4.65M
|
66.4K
$8.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
48.6K+ 48.27% |
$3.96M - $4.6M
|
149K
$19M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
48.4K+ 2.69% |
$3.95M - $4.58M
|
1.85M
$236M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
47.6KNew |
$3.88M - $4.5M
|
47.6K
$6.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
45.7K+ 11.36% |
$3.73M - $4.32M
|
448K
$57.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
44.7K+ 75.43% |
$3.65M - $4.23M
|
104K
$13.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
43.9KNew |
$3.58M - $4.15M
|
43.9K
$5.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
43K+ 21.73% |
$3.51M - $4.07M
|
241K
$30.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
42.7K+ 111.23% |
$3.48M - $4.04M
|
81K
$10.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
41.9K+ 17.05% |
$3.42M - $3.96M
|
287K
$36.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.5K+ 4.78% |
$3.39M - $3.93M
|
909K
$116M
|