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 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-240- 3.03% |
$19.6K - $22.7K
|
7.68K
$980K
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-242- 5.09% |
$19.8K - $22.9K
|
4.51K
$576K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-245- 5.65% |
$20K - $23.2K
|
4.09K
$522K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-249- 5.79% |
$20.3K - $23.6K
|
4.05K
$517K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-251- 4.0% |
$20.5K - $23.8K
|
6.03K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-251- 15.84% |
$20.5K - $23.8K
|
1.33K
$170K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-252- 14.17% |
$20.6K - $23.9K
|
1.53K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-257- 5.35% |
$21K - $24.3K
|
4.55K
$580K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-259- 1.28% |
$21.1K - $24.5K
|
20K
$2.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-260- 2.08% |
$21.2K - $24.6K
|
12.2K
$1.56M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-261- 88.47% |
$21.3K - $24.7K
|
34
$4.34K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-264- 8.45% |
$21.6K - $25K
|
2.86K
$365K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-266- 15.51% |
$21.7K - $25.2K
|
1.45K
$185K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-275- 5.74% |
$22.5K - $26K
|
4.52K
$576K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-280- 17.95% |
$22.9K - $26.5K
|
1.28K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-290- 8.35% |
$23.7K - $27.5K
|
3.19K
$406K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-291- 7.61% |
$23.8K - $27.5K
|
3.53K
$451K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-291- 5.82% |
$23.8K - $27.5K
|
4.71K
$601K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-292- 5.49% |
$23.8K - $27.6K
|
5.03K
$642K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-294Closed |
$24K - $27.8K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-297- 0.37% |
$24.3K - $28.1K
|
80.4K
$10.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-302- 1.83% |
$24.7K - $28.6K
|
16.2K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-306- 21.12% |
$25K - $29K
|
1.14K
$146K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-308- 2.52% |
$25.1K - $29.2K
|
11.9K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-308- 2.7% |
$25.1K - $29.2K
|
11.1K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-314- 2.5% |
$25.6K - $29.7K
|
12.2K
$1.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-340- 7.4% |
$27.8K - $32.2K
|
4.25K
$543K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-343- 9.19% |
$28K - $32.5K
|
3.39K
$432K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-343- 7.35% |
$28K - $32.5K
|
4.33K
$552K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-348- 2.49% |
$28.4K - $32.9K
|
13.6K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-353- 46.88% |
$28.8K - $33.4K
|
400
$51K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-356- 1.6% |
$29.1K - $33.7K
|
21.8K
$2.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-360- 4.74% |
$29.4K - $34.1K
|
7.24K
$924K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-366- 4.37% |
$29.9K - $34.6K
|
8.01K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-367- 0.82% |
$30K - $34.7K
|
44.2K
$5.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-370- 1.75% |
$30.2K - $35K
|
20.7K
$2.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-375- 6.68% |
$30.6K - $35.5K
|
5.24K
$668K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-377- 1.86% |
$30.8K - $35.7K
|
19.9K
$2.53M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-377- 5.83% |
$30.8K - $35.7K
|
6.09K
$777K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-380- 3.63% |
$31K - $36K
|
10.1K
$1.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-383- 0.12% |
$31.3K - $36.3K
|
309K
$39.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-385- 3.39% |
$31.4K - $36.4K
|
11K
$1.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-388- 0.88% |
$31.7K - $36.7K
|
43.5K
$5.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-398- 2.74% |
$32.5K - $37.7K
|
14.1K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-424- 8.83% |
$34.6K - $40.1K
|
4.38K
$559K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-425- 80.34% |
$34.7K - $40.2K
|
104
$13.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-427- 5.95% |
$34.9K - $40.4K
|
6.75K
$861K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-427- 3.62% |
$34.9K - $40.4K
|
11.4K
$1.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-428- 7.62% |
$34.9K - $40.5K
|
5.19K
$662K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-431- 5.17% |
$35.2K - $40.8K
|
7.9K
$1.01M
|