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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
41.4K+ 235.01% |
$3.38M - $3.92M
|
59K
$7.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
40.7K+ 8.05% |
$3.32M - $3.85M
|
546K
$71.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
39.8KNew |
$3.25M - $3.77M
|
39.8K
$5.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
39.7K+ 2.36% |
$3.24M - $3.76M
|
1.72M
$224M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
39.3K+ 7.89% |
$3.21M - $3.73M
|
538K
$70.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
39.3K+ 46.6% |
$3.21M - $3.72M
|
124K
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
38.8K+ 8.42% |
$3.17M - $3.67M
|
500K
$65.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
37.9K+ 6.95% |
$3.09M - $3.59M
|
583K
$76M
|
|
|
Nov 13, 2023
Q3 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
37.4KNew |
$3.05M - $3.54M
|
37.4K
$4.88M
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
37K+ 21.58% |
$3.02M - $3.5M
|
208K
$27.2M
|
|
|
Nov 14, 2023
Q3 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
36.1K+ 1.85% |
$2.95M - $3.42M
|
1.98M
$258M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
35.5KNew |
$2.9M - $3.36M
|
35.5K
$4.63M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
35.2KNew |
$2.88M - $3.34M
|
35.2K
$4.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
35K+ 3384.8% |
$2.85M - $3.31M
|
36K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
34KNew |
$2.77M - $3.22M
|
34K
$4.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
32.5K+ 68.15% |
$2.66M - $3.08M
|
80.3K
$10.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
BUY
|
- |
31.3K+ 21.45% |
$2.56M - $2.96M
|
177K
$23.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
29.5K+ 19.66% |
$2.41M - $2.79M
|
179K
$23.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
29.3K+ 12.92% |
$2.4M - $2.78M
|
257K
$33.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
28K+ 3.84% |
$2.29M - $2.65M
|
758K
$98.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
27.9KNew |
$2.28M - $2.65M
|
27.9K
$3.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
27.9KNew |
$2.28M - $2.64M
|
27.9K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
27.7K+ 24.52% |
$2.26M - $2.62M
|
141K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
27.5K+ 61.18% |
$2.25M - $2.61M
|
72.5K
$9.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.6K+ 2.25% |
$2.17M - $2.52M
|
1.21M
$157M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.2K+ 44.17% |
$2.06M - $2.39M
|
82.2K
$10.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Viking Fund Management LLC
|
BUY
|
- |
25K+ 33.33% |
$2.04M - $2.37M
|
100K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
25KNew |
$2.04M - $2.37M
|
25K
$3.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
24.8K+ 192.76% |
$2.02M - $2.35M
|
37.6K
$4.91M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
24.5K+ 570.78% |
$2M - $2.32M
|
28.8K
$3.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
24.4K+ 5.17% |
$1.99M - $2.31M
|
495K
$64.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.9K+ 13.14% |
$1.95M - $2.26M
|
206K
$26.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.9K+ 303.22% |
$1.87M - $2.17M
|
30.4K
$3.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
22.8K+ 6.9% |
$1.86M - $2.16M
|
353K
$46.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.8K+ 419.34% |
$1.86M - $2.16M
|
28.2K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
22.4KNew |
$1.83M - $2.12M
|
22.4K
$2.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
22.1K+ 17.77% |
$1.81M - $2.1M
|
147K
$19.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
21.6K+ 36.88% |
$1.76M - $2.04M
|
80K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.4K+ 55.39% |
$1.75M - $2.03M
|
60.2K
$7.85M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
21.4K+ 170.7% |
$1.75M - $2.03M
|
34K
$4.43M
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
20.7K+ 10.32% |
$1.69M - $1.96M
|
221K
$28.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
20.5K+ 11.41% |
$1.67M - $1.94M
|
200K
$26.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
20.2K+ 62.88% |
$1.65M - $1.91M
|
52.3K
$6.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
20K+ 4000.0% |
$1.63M - $1.89M
|
20.5K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.9K+ 66.26% |
$1.62M - $1.88M
|
49.9K
$6.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
19.4K+ 19.71% |
$1.58M - $1.83M
|
118K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
19.1K+ 3.42% |
$1.56M - $1.81M
|
578K
$75.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18.3K+ 99.83% |
$1.5M - $1.73M
|
36.7K
$4.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
18.2K+ 47.82% |
$1.48M - $1.72M
|
56.2K
$7.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
17.7K+ 22.33% |
$1.45M - $1.68M
|
97K
$12.7M
|