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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.62K- 1.7% |
$622K - $722K
|
440K
$56.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7.92K- 90.73% |
$647K - $750K
|
809
$103K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.93K- 2.13% |
$647K - $751K
|
364K
$46.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-8.47K- 44.96% |
$691K - $802K
|
10.4K
$1.32M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-8.5K- 2.37% |
$694K - $805K
|
350K
$44.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.55K- 58.13% |
$698K - $810K
|
6.16K
$786K
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-8.56K- 2.42% |
$699K - $811K
|
346K
$44.1M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.66K- 2.74% |
$707K - $820K
|
307K
$39.2M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-8.73K- 3.73% |
$713K - $827K
|
225K
$28.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-8.74K- 24.79% |
$714K - $827K
|
26.5K
$3.38M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.85K- 53.14% |
$723K - $838K
|
7.8K
$996K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-8.85K- 60.22% |
$723K - $838K
|
5.85K
$746K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9K- 0.35% |
$735K - $852K
|
2.56M
$326M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-9.04K- 60.15% |
$738K - $856K
|
5.99K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-9.21K- 3.36% |
$752K - $872K
|
265K
$33.8M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.54K- 4.87% |
$779K - $903K
|
186K
$23.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-9.68K- 94.17% |
$791K - $917K
|
600
$76.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-9.72K- 50.44% |
$794K - $920K
|
9.55K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-9.74K- 4.56% |
$795K - $922K
|
204K
$26M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10K- 4.9% |
$817K - $948K
|
194K
$24.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-10.3K- 79.29% |
$839K - $973K
|
2.68K
$342K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.3K- 16.08% |
$840K - $974K
|
53.7K
$6.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.2K- 21.76% |
$911K - $1.06M
|
40.1K
$5.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-11.2K- 18.94% |
$915K - $1.06M
|
48K
$6.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-11.2K- 14.49% |
$916K - $1.06M
|
66.2K
$8.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-11.4K- 14.12% |
$928K - $1.08M
|
69.1K
$8.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11.4K- 40.93% |
$930K - $1.08M
|
16.4K
$2.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-11.8K- 9.28% |
$960K - $1.11M
|
115K
$14.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-11.8K- 3.88% |
$965K - $1.12M
|
293K
$37.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-11.8K- 7.44% |
$966K - $1.12M
|
147K
$18.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-12.1K- 4.16% |
$984K - $1.14M
|
277K
$35.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12.1K- 7.03% |
$988K - $1.15M
|
160K
$20.4M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-12.4K- 2.05% |
$1.01M - $1.17M
|
592K
$75.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.4K- 13.62% |
$1.02M - $1.18M
|
78.9K
$10.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-12.6K- 1.77% |
$1.03M - $1.19M
|
701K
$89.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-12.7K- 4.33% |
$1.04M - $1.2M
|
281K
$35.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.9K- 6.66% |
$1.06M - $1.23M
|
181K
$23.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-13K- 43.08% |
$1.06M - $1.23M
|
17.2K
$2.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.1K- 11.71% |
$1.07M - $1.24M
|
98.7K
$12.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-13.5K- 97.39% |
$1.1M - $1.28M
|
363
$46.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-14.1K- 54.21% |
$1.15M - $1.33M
|
11.9K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-14.5K- 4.42% |
$1.19M - $1.38M
|
314K
$40.1M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-14.5K- 4.42% |
$1.19M - $1.38M
|
314K
$40.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.6K- 15.41% |
$1.2M - $1.39M
|
80.4K
$10.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-14.7K- 13.82% |
$1.2M - $1.39M
|
91.6K
$11.7M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-14.8KClosed |
$1.21M - $1.41M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-15.1K- 4.48% |
$1.24M - $1.43M
|
322K
$41.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-16.8K- 0.28% |
$1.37M - $1.59M
|
5.91M
$755M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-16.9K- 23.34% |
$1.38M - $1.6M
|
55.4K
$7.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-16.9K- 1.66% |
$1.38M - $1.6M
|
1M
$128M
|