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 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.25K- 27.35% |
$102K - $118K
|
3.31K
$422K
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.28K- 13.34% |
$104K - $121K
|
8.3K
$1.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.29K- 15.19% |
$105K - $122K
|
7.18K
$915K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.29K- 3.05% |
$105K - $122K
|
40.9K
$5.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.31K- 5.55% |
$107K - $124K
|
22.2K
$2.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.31K- 25.18% |
$107K - $124K
|
3.9K
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.33K- 3.67% |
$108K - $125K
|
34.7K
$4.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.34K- 0.57% |
$109K - $126K
|
234K
$29.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.34K- 6.26% |
$109K - $127K
|
20.1K
$2.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.37K- 5.38% |
$111K - $129K
|
24K
$3.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-1.37K- 2.14% |
$112K - $130K
|
62.7K
$8M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.38K- 37.39% |
$112K - $130K
|
2.3K
$294K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.4K- 0.54% |
$114K - $133K
|
259K
$33M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-1.41K- 24.76% |
$115K - $133K
|
4.28K
$546K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 1.86% |
$122K - $142K
|
79.1K
$10.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.5K- 23.19% |
$122K - $142K
|
4.97K
$634K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.58K- 13.06% |
$129K - $150K
|
10.5K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.58K- 0.23% |
$129K - $150K
|
683K
$87.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.59K- 23.89% |
$130K - $151K
|
5.07K
$647K
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.63K- 2.37% |
$133K - $154K
|
67.1K
$8.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.65K- 32.55% |
$135K - $157K
|
3.43K
$437K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.68K- 5.5% |
$137K - $159K
|
28.8K
$3.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.68K- 32.73% |
$137K - $159K
|
3.44K
$439K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.68K- 5.5% |
$137K - $159K
|
28.8K
$3.68M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.68K- 3.1% |
$137K - $159K
|
52.5K
$6.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.68K- 14.51% |
$137K - $159K
|
9.93K
$1.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.69K- 2.88% |
$138K - $160K
|
57K
$7.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1.69K- 11.62% |
$138K - $160K
|
12.9K
$1.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.7K- 21.22% |
$139K - $161K
|
6.3K
$804K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.7K- 4.43% |
$139K - $161K
|
36.7K
$4.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.73K- 3.16% |
$141K - $164K
|
53.1K
$6.77M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 9.73% |
$142K - $165K
|
16.2K
$2.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-1.77K- 53.4% |
$144K - $167K
|
1.54K
$196K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.77K- 3.88% |
$145K - $168K
|
43.9K
$5.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.79K- 19.5% |
$146K - $169K
|
7.38K
$942K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.79K- 18.31% |
$146K - $170K
|
8K
$1.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.82K- 18.76% |
$149K - $172K
|
7.88K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.82K- 4.53% |
$149K - $173K
|
38.4K
$4.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.85K- 2.92% |
$151K - $175K
|
61.5K
$7.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 2.39% |
$153K - $178K
|
76.7K
$9.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.9K- 39.63% |
$155K - $180K
|
2.89K
$369K
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.9K- 12.78% |
$155K - $180K
|
13K
$1.66M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.97K- 2.82% |
$161K - $186K
|
67.8K
$8.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.05K- 0.61% |
$167K - $194K
|
334K
$42.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-2.07K- 26.46% |
$169K - $196K
|
5.75K
$734K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.11K- 2.97% |
$172K - $200K
|
69K
$8.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.13K- 45.1% |
$174K - $202K
|
2.6K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.14K- 1.43% |
$175K - $203K
|
148K
$18.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.16K- 17.66% |
$177K - $205K
|
10.1K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-2.18K- 4.73% |
$178K - $206K
|
43.9K
$5.6M
|