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
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-732- 14.42% |
$59.8K - $69.3K
|
4.34K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-735- 11.04% |
$60K - $69.6K
|
5.92K
$755K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-768- 4.77% |
$62.7K - $72.7K
|
15.3K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-785- 4.13% |
$64.1K - $74.3K
|
18.2K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-788- 4.95% |
$64.3K - $74.6K
|
15.1K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-798- 0.21% |
$65.2K - $75.5K
|
376K
$48M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 4.79% |
$65.3K - $75.7K
|
15.9K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-802- 12.47% |
$65.5K - $75.9K
|
5.63K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-813- 23.08% |
$66.4K - $77K
|
2.71K
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-822- 2.0% |
$67.1K - $77.8K
|
40.3K
$5.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-822- 6.52% |
$67.1K - $77.8K
|
11.8K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-828- 0.12% |
$67.6K - $78.4K
|
678K
$86.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-845- 7.4% |
$69K - $80K
|
10.6K
$1.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-864- 94.32% |
$70.5K - $81.8K
|
52
$6.63K
|
|
|
Nov 08, 2023
Q3 2023
|
Salzhauer Michael
|
SELL
|
- |
-873- 12.58% |
$71.3K - $82.6K
|
6.07K
$774K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-895- 7.71% |
$73.1K - $84.7K
|
10.7K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-897- 0.42% |
$73.2K - $84.9K
|
213K
$27.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-935- 3.26% |
$76.3K - $88.5K
|
27.7K
$3.54M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-943- 12.83% |
$77K - $89.3K
|
6.41K
$818K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-943- 20.2% |
$77K - $89.3K
|
3.73K
$475K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-950- 4.16% |
$77.6K - $89.9K
|
21.9K
$2.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-950- 0.13% |
$77.6K - $89.9K
|
749K
$95.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-965- 8.18% |
$78.8K - $91.4K
|
10.8K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-983- 8.6% |
$80.3K - $93.1K
|
10.4K
$1.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-995- 4.28% |
$81.2K - $94.2K
|
22.3K
$2.84M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-996- 11.82% |
$81.3K - $94.3K
|
7.43K
$948K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1K- 13.48% |
$81.7K - $94.7K
|
6.42K
$819K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1K- 21.38% |
$81.7K - $94.7K
|
3.68K
$469K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.01K- 1.67% |
$82.5K - $95.7K
|
59.4K
$7.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.02K- 3.22% |
$83.5K - $96.8K
|
30.8K
$3.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.03K- 3.62% |
$83.8K - $97.1K
|
27.3K
$3.49M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.03K- 27.67% |
$84.3K - $97.7K
|
2.7K
$344K
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.03K- 2.28% |
$84.4K - $97.9K
|
44.3K
$5.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.04K- 47.81% |
$84.7K - $98.2K
|
1.13K
$144K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.06K- 0.52% |
$86.1K - $99.9K
|
202K
$25.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.06K- 10.56% |
$86.8K - $101K
|
9.01K
$1.15M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.07K- 2.34% |
$87K - $101K
|
44.4K
$5.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.07K- 5.6% |
$87.7K - $102K
|
18.1K
$2.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.1K- 3.25% |
$89.8K - $104K
|
32.7K
$4.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 20.95% |
$89.8K - $104K
|
4.15K
$529K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 3.25% |
$89.8K - $104K
|
32.7K
$4.17M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.1K- 18.37% |
$90.1K - $105K
|
4.91K
$626K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.11K- 2.28% |
$90.4K - $105K
|
47.5K
$6.06M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.14K- 24.24% |
$93.2K - $108K
|
3.57K
$455K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.15K- 1.26% |
$93.5K - $108K
|
89.7K
$11.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.16K- 24.33% |
$94.6K - $110K
|
3.61K
$460K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.17K- 0.84% |
$95.3K - $110K
|
137K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.18K- 2.4% |
$96.3K - $112K
|
48K
$6.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.19K- 1.6% |
$97.3K - $113K
|
73.3K
$9.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-1.2K- 0.64% |
$97.8K - $113K
|
185K
$23.6M
|