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
|
Advent Capital Management
New York, NY |
BUY
|
- |
10K+ 40.0% |
$817K - $947K
|
35K
$4.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
9.83K+ 4.38% |
$803K - $931K
|
234K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.6K+ 57.25% |
$784K - $909K
|
26.4K
$3.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
9.47K+ 4.39% |
$773K - $896K
|
225K
$28.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9.43K+ 26.82% |
$770K - $893K
|
44.6K
$5.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.41KNew |
$768K - $891K
|
9.41K
$1.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.17K+ 22.23% |
$749K - $869K
|
50.4K
$6.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
9.06KNew |
$740K - $858K
|
9.06K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.03K+ 5.03% |
$738K - $855K
|
189K
$24.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
9.02KNew |
$736K - $854K
|
9.02K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
8.95K+ 18.14% |
$730K - $847K
|
58.3K
$7.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
8.88KNew |
$725K - $841K
|
8.88K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
8.86KNew |
$724K - $839K
|
8.86K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.86K+ 11.26% |
$723K - $838K
|
87.5K
$11.2M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.83K+ 30.12% |
$721K - $836K
|
38.1K
$4.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.69K+ 23.82% |
$709K - $822K
|
45.2K
$5.76M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.55K+ 203.65% |
$698K - $809K
|
12.7K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
8.51K+ 185.07% |
$695K - $806K
|
13.1K
$1.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
8.49KNew |
$694K - $804K
|
8.49K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
8.45K+ 40.7% |
$690K - $800K
|
29.2K
$3.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
8.43KNew |
$688K - $798K
|
8.43K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.39K+ 42.34% |
$685K - $794K
|
28.2K
$3.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
8.36K+ 2.68% |
$682K - $791K
|
320K
$40.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.23K+ 38.79% |
$672K - $779K
|
29.4K
$3.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
8.16K+ 25.86% |
$666K - $772K
|
39.7K
$5.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
7.98KNew |
$651K - $755K
|
7.98K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.96K+ 2.1% |
$650K - $754K
|
387K
$49.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.88K+ 48.56% |
$643K - $746K
|
24.1K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.86KNew |
$641K - $744K
|
7.86K
$1M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.55K+ 80.85% |
$616K - $714K
|
16.9K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
7.53K+ 106.04% |
$615K - $713K
|
14.6K
$1.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.49K+ 2.99% |
$611K - $709K
|
258K
$32.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
BUY
|
- |
7.48KNew |
$611K - $709K
|
7.48K
$955K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.47K+ 7.65% |
$610K - $707K
|
105K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
7.4K+ 9.89% |
$604K - $701K
|
82.2K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.36K+ 5.18% |
$601K - $696K
|
149K
$19.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
7.3KNew |
$596K - $691K
|
7.3K
$932K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.27KNew |
$594K - $688K
|
7.27K
$928K
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.2KNew |
$588K - $681K
|
7.2K
$918K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.2KNew |
$588K - $681K
|
7.2K
$918K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
7.19K+ 130.66% |
$587K - $681K
|
12.7K
$1.62M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.13KNew |
$582K - $675K
|
7.13K
$909K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.12K+ 148.3% |
$581K - $674K
|
11.9K
$1.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
BUY
|
- |
7.1KNew |
$580K - $672K
|
7.1K
$906K
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
7.08KNew |
$578K - $670K
|
7.08K
$903K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
6.7K+ 27.16% |
$547K - $634K
|
31.4K
$4M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
6.65KNew |
$543K - $630K
|
6.65K
$849K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.62KNew |
$541K - $627K
|
6.62K
$845K
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
6.51K+ 17.17% |
$531K - $616K
|
44.4K
$5.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.44K+ 33.77% |
$526K - $610K
|
25.5K
$3.26M
|