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 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.1K- 7.29% |
$335K - $389K
|
52.2K
$6.22M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.16K- 17.09% |
$340K - $394K
|
20.2K
$2.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.2K- 34.64% |
$343K - $398K
|
7.93K
$946K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.26K- 8.21% |
$348K - $404K
|
47.7K
$5.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-4.3K- 13.67% |
$351K - $407K
|
27.2K
$3.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.33K- 2.05% |
$353K - $410K
|
207K
$24.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.4K- 33.05% |
$360K - $417K
|
8.92K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.41K- 2.05% |
$360K - $417K
|
210K
$25.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.43K- 19.38% |
$361K - $419K
|
18.4K
$2.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-4.47K- 0.42% |
$365K - $423K
|
1.05M
$125M
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-4.5K- 20.84% |
$367K - $426K
|
17.1K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.58K- 3.75% |
$374K - $433K
|
118K
$14M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-4.67K- 5.08% |
$381K - $442K
|
87.3K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.82K- 6.19% |
$393K - $456K
|
73K
$8.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.89K- 5.48% |
$400K - $463K
|
84.5K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-4.9K- 11.07% |
$400K - $464K
|
39.4K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-4.97K- 50.02% |
$406K - $471K
|
4.97K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-5K- 2.63% |
$408K - $473K
|
185K
$22.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-5.02K- 1.81% |
$409K - $475K
|
272K
$32.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.03K- 1.39% |
$411K - $476K
|
355K
$42.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.16K- 16.61% |
$421K - $489K
|
25.9K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.32K- 13.98% |
$434K - $504K
|
32.7K
$3.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-5.51K- 13.27% |
$450K - $522K
|
36K
$4.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-5.54K- 0.02% |
$452K - $524K
|
23.6M
$2.82B
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-5.55K- 0.75% |
$453K - $525K
|
736K
$87.8M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-5.56K- 9.34% |
$454K - $526K
|
54K
$6.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-5.61K- 2.45% |
$458K - $531K
|
223K
$26.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-5.8K- 1.45% |
$473K - $549K
|
393K
$46.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-5.98K- 2.63% |
$488K - $566K
|
221K
$26.4M
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-6K- 15.76% |
$490K - $568K
|
32.1K
$3.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-6.12K- 2.72% |
$499K - $579K
|
218K
$26.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-6.4K- 18.55% |
$522K - $605K
|
28.1K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.52K- 0.29% |
$532K - $617K
|
2.25M
$269M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-6.7K- 8.52% |
$547K - $634K
|
71.9K
$8.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-6.71K- 1.35% |
$548K - $635K
|
491K
$58.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-6.75K- 7.08% |
$551K - $639K
|
88.5K
$10.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-6.85K- 2.13% |
$559K - $649K
|
315K
$37.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-6.92K- 3.12% |
$565K - $655K
|
215K
$25.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-7K- 3.93% |
$572K - $663K
|
171K
$20.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-7.11K- 0.23% |
$581K - $673K
|
3.12M
$372M
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-7.11K- 0.23% |
$581K - $673K
|
3.12M
$372M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-7.26K- 6.93% |
$593K - $687K
|
97.5K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.38K- 14.59% |
$602K - $699K
|
43.2K
$5.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-7.57K- 12.5% |
$618K - $716K
|
53K
$6.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-7.58K- 0.78% |
$619K - $718K
|
964K
$115M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.62K- 1.7% |
$622K - $722K
|
440K
$52.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7.92K- 90.73% |
$647K - $750K
|
809
$96.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.93K- 2.13% |
$647K - $751K
|
364K
$43.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-8.47K- 44.96% |
$691K - $802K
|
10.4K
$1.24M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-8.5K- 2.37% |
$694K - $805K
|
350K
$41.7M
|