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 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.18K+ 10.88% |
$341K - $396K
|
42.6K
$5.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
4.06K+ 136.15% |
$331K - $384K
|
7.04K
$937K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
4.04K+ 51.61% |
$330K - $383K
|
11.9K
$1.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.01KNew |
$327K - $379K
|
4.01K
$533K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3.98K+ 33.32% |
$325K - $377K
|
15.9K
$2.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.97K+ 38.17% |
$324K - $376K
|
14.4K
$1.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.97K+ 5.44% |
$324K - $375K
|
76.8K
$10.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.95K+ 9.2% |
$322K - $374K
|
46.9K
$6.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.94K+ 16.11% |
$322K - $373K
|
28.4K
$3.78M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.85K+ 3.03% |
$315K - $365K
|
131K
$17.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
3.83K+ 60.38% |
$313K - $363K
|
10.2K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.68KNew |
$300K - $348K
|
3.68K
$490K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
3.6KNew |
$294K - $341K
|
3.6K
$479K
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.56K+ 71.41% |
$290K - $337K
|
8.54K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.56K+ 3.48% |
$290K - $337K
|
106K
$14.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.54K+ 6.45% |
$289K - $335K
|
58.4K
$7.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.54K+ 1.04% |
$289K - $335K
|
342K
$45.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.52K+ 0.12% |
$287K - $333K
|
2.92M
$388M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
3.49KNew |
$285K - $330K
|
3.49K
$464K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.47K+ 28.77% |
$283K - $329K
|
15.5K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.45K+ 152.01% |
$282K - $327K
|
5.72K
$761K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.45K+ 152.01% |
$282K - $327K
|
5.72K
$761K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.45K+ 91.09% |
$281K - $326K
|
7.23K
$963K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.42K+ 132.97% |
$279K - $324K
|
5.99K
$798K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
3.36K+ 43.13% |
$275K - $318K
|
11.2K
$1.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.35KNew |
$273K - $317K
|
3.35K
$446K
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
3.34KNew |
$272K - $316K
|
3.34K
$444K
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
3.3K+ 5.71% |
$269K - $312K
|
61.1K
$8.13M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
3.27K+ 10.02% |
$267K - $310K
|
35.9K
$4.78M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
3.23K+ 439.05% |
$263K - $306K
|
3.96K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
3.22K+ 1.66% |
$263K - $305K
|
197K
$26.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3.21K+ 7.18% |
$262K - $304K
|
47.9K
$6.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
3.2KNew |
$262K - $303K
|
3.2K
$426K
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
3.2K+ 5.71% |
$261K - $303K
|
59.3K
$7.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.2K+ 119.63% |
$261K - $303K
|
5.88K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.12K+ 11.47% |
$254K - $295K
|
30.3K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$253K - $293K
|
3.1K
$413K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.08K+ 2.43% |
$252K - $292K
|
130K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.05K+ 9.41% |
$249K - $289K
|
35.5K
$4.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.05K+ 2.23% |
$249K - $289K
|
140K
$18.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3KNew |
$245K - $284K
|
3K
$399K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.99K+ 6.78% |
$244K - $283K
|
47.1K
$6.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
2.95K+ 1.96% |
$241K - $279K
|
153K
$20.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.93K+ 1.91% |
$239K - $277K
|
156K
$20.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.87K+ 7.15% |
$234K - $272K
|
43K
$5.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.83KNew |
$231K - $267K
|
2.83K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.82K+ 36.29% |
$230K - $267K
|
10.6K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.81KNew |
$229K - $266K
|
2.81K
$374K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.81KNew |
$229K - $266K
|
2.81K
$374K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.78K+ 11.98% |
$227K - $263K
|
26K
$3.46M
|