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 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.19K- 88.15% |
$178K - $207K
|
294
$37.5K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.19K- 9.42% |
$179K - $207K
|
21.1K
$2.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2.21K- 18.48% |
$180K - $209K
|
9.74K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.27K- 43.01% |
$186K - $215K
|
3.01K
$384K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.36K- 22.86% |
$193K - $224K
|
7.97K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.37K- 2.15% |
$194K - $225K
|
108K
$13.8M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.4K- 22.98% |
$196K - $228K
|
8.06K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.45K- 1.38% |
$200K - $232K
|
176K
$22.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.46K- 8.47% |
$201K - $233K
|
26.6K
$3.39M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.5K- 7.04% |
$204K - $237K
|
33K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-2.52K- 5.79% |
$206K - $239K
|
41.1K
$5.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.58K- 8.51% |
$210K - $244K
|
27.7K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-2.6K- 16.67% |
$212K - $246K
|
13K
$1.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.62K- 4.41% |
$214K - $248K
|
56.9K
$7.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.64K- 3.46% |
$216K - $250K
|
73.8K
$9.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.73K- 22.46% |
$223K - $258K
|
9.41K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.73K- 10.0% |
$223K - $259K
|
24.6K
$3.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.75K- 12.06% |
$224K - $260K
|
20K
$2.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.77K- 2.73% |
$226K - $262K
|
98.7K
$12.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.82K- 0.81% |
$230K - $267K
|
345K
$44M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.83K- 5.54% |
$231K - $268K
|
48.2K
$6.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.92K- 1.62% |
$238K - $276K
|
177K
$22.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.97K- 11.35% |
$243K - $281K
|
23.2K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.98K- 3.01% |
$243K - $282K
|
96K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.99KClosed |
$244K - $283K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3K- 10.6% |
$245K - $284K
|
25.3K
$3.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3K- 33.33% |
$245K - $284K
|
6K
$766K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.01K- 12.5% |
$246K - $285K
|
21.1K
$2.69M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.06K- 99.93% |
$250K - $290K
|
2
$255
|
|
|
Nov 14, 2023
Q3 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-3.06K- 48.51% |
$250K - $290K
|
3.25K
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.07K- 48.27% |
$251K - $290K
|
3.29K
$420K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-3.08K- 13.58% |
$252K - $292K
|
19.6K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.11K- 27.59% |
$254K - $294K
|
8.15K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.22K- 3.54% |
$263K - $305K
|
87.8K
$11.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.23K- 28.48% |
$264K - $306K
|
8.12K
$1.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.24K- 6.93% |
$265K - $307K
|
43.5K
$5.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.26K- 49.2% |
$267K - $309K
|
3.37K
$430K
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-3.3K- 97.89% |
$269K - $312K
|
71
$9.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.32K- 0.85% |
$271K - $314K
|
386K
$49.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 50.61% |
$278K - $323K
|
3.33K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.45K- 4.07% |
$282K - $327K
|
81.4K
$10.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.46K- 3.24% |
$282K - $327K
|
103K
$13.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-3.46K- 2.34% |
$283K - $328K
|
144K
$18.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.48K- 16.32% |
$284K - $330K
|
17.8K
$2.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-3.57K- 1.52% |
$291K - $338K
|
231K
$29.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-3.65K- 10.31% |
$298K - $346K
|
31.7K
$4.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.72K- 26.68% |
$304K - $352K
|
10.2K
$1.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.78K- 18.67% |
$309K - $358K
|
16.5K
$2.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.87K- 12.12% |
$316K - $367K
|
28.1K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.88K- 37.6% |
$316K - $367K
|
6.43K
$821K
|