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
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.37KNew |
$520K - $603K
|
6.37K
$831K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
6.31K+ 42.72% |
$515K - $598K
|
21.1K
$2.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.29KNew |
$514K - $596K
|
6.29K
$821K
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
6.25KNew |
$510K - $592K
|
6.25K
$815K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
6.22KNew |
$508K - $588K
|
6.22K
$811K
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
6.2K+ 22.59% |
$506K - $587K
|
33.6K
$4.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
6.19K+ 4.74% |
$505K - $586K
|
137K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
6.17K+ 3.04% |
$503K - $584K
|
209K
$27.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
6.07K+ 10.03% |
$495K - $574K
|
66.6K
$8.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.03K+ 57.57% |
$492K - $571K
|
16.5K
$2.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.87K+ 25.7% |
$479K - $556K
|
28.7K
$3.74M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
5.83K+ 71.13% |
$476K - $551K
|
14K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
5.72K+ 90.59% |
$467K - $541K
|
12K
$1.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.69KNew |
$465K - $539K
|
5.69K
$743K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
5.66K+ 47.38% |
$462K - $535K
|
17.6K
$2.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.58K+ 7.43% |
$456K - $528K
|
80.6K
$10.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
5.51KNew |
$450K - $521K
|
5.51K
$718K
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.41K+ 26.82% |
$442K - $512K
|
25.6K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
5.31K+ 2.13% |
$433K - $503K
|
254K
$33.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.3K+ 3293.79% |
$433K - $502K
|
5.46K
$713K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.3KNew |
$433K - $502K
|
5.3K
$691K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.27K+ 0.74% |
$430K - $499K
|
718K
$93.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.25K+ 47.77% |
$428K - $497K
|
16.2K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.21K+ 857.24% |
$426K - $493K
|
5.82K
$759K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
5.09K+ 47.5% |
$416K - $482K
|
15.8K
$2.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
5.06K+ 91.48% |
$413K - $479K
|
10.6K
$1.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.99KNew |
$407K - $472K
|
4.99K
$651K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.84K+ 4.46% |
$396K - $459K
|
113K
$14.8M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.82K+ 23.29% |
$394K - $456K
|
25.5K
$3.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4.78K+ 38.13% |
$390K - $453K
|
17.3K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.76K+ 0.9% |
$389K - $451K
|
534K
$69.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.75K+ 3.5% |
$388K - $450K
|
141K
$18.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.75K+ 27.99% |
$387K - $449K
|
21.7K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
4.73K+ 9.6% |
$386K - $448K
|
54K
$7.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
4.7K+ 58.05% |
$384K - $445K
|
12.8K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.67K+ 129.19% |
$381K - $442K
|
8.28K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.56K+ 2.68% |
$372K - $431K
|
175K
$22.8M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
4.53K+ 36.0% |
$369K - $428K
|
17.1K
$2.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.52KNew |
$369K - $428K
|
4.52K
$590K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.43K+ 152.3% |
$362K - $419K
|
7.34K
$957K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.4K+ 12.71% |
$359K - $417K
|
39K
$5.09M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
4.38K+ 25.67% |
$357K - $414K
|
21.4K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.31K+ 41.17% |
$352K - $408K
|
14.8K
$1.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.31KNew |
$352K - $408K
|
4.31K
$562K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.3K+ 6.77% |
$351K - $407K
|
67.8K
$8.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.29K+ 43.1% |
$350K - $406K
|
14.2K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
4.27K+ 1.95% |
$349K - $404K
|
223K
$29.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.21K+ 11.23% |
$344K - $399K
|
41.7K
$5.44M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
4.19K+ 2.84% |
$342K - $397K
|
152K
$19.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.18K+ 10.88% |
$341K - $396K
|
42.6K
$5.56M
|