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 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.72KNew |
$222K - $258K
|
2.72K
$347K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
2.7KNew |
$220K - $256K
|
2.7K
$344K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.65KNew |
$216K - $251K
|
2.65K
$338K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.64K+ 9.21% |
$215K - $250K
|
31.3K
$3.99M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.63K+ 45.85% |
$215K - $249K
|
8.37K
$1.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.6KNew |
$213K - $247K
|
2.6K
$332K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2.6K+ 58.8% |
$212K - $246K
|
7.02K
$896K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.54KNew |
$208K - $241K
|
2.54K
$325K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.52KNew |
$206K - $239K
|
2.52K
$322K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
2.51KNew |
$205K - $237K
|
2.51K
$320K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.49K+ 0.94% |
$203K - $236K
|
268K
$34.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.49KNew |
$203K - $236K
|
2.49K
$317K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.47K+ 13.7% |
$202K - $234K
|
20.5K
$2.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.47K+ 50.12% |
$202K - $234K
|
7.41K
$945K
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.45K+ 58.96% |
$200K - $232K
|
6.6K
$842K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.44K+ 3.83% |
$199K - $231K
|
66.2K
$8.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.43K+ 9.31% |
$198K - $230K
|
28.5K
$3.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
2.36K+ 0.92% |
$193K - $223K
|
258K
$32.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2.34K+ 11.75% |
$191K - $221K
|
22.2K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.33K+ 67.02% |
$190K - $220K
|
5.79K
$739K
|
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
2.32K+ 0.22% |
$189K - $220K
|
1.04M
$132M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.25K+ 5.98% |
$184K - $213K
|
39.9K
$5.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.22K+ 1.39% |
$181K - $210K
|
162K
$20.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2.18KNew |
$178K - $207K
|
2.18K
$278K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.17K+ 5.12% |
$177K - $206K
|
44.6K
$5.7M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
2.17K+ 1.47% |
$177K - $205K
|
150K
$19.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.15K+ 62.85% |
$176K - $204K
|
5.58K
$711K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.15K+ 8.79% |
$176K - $204K
|
26.6K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Worm Capital, LLC
Austin, TX |
BUY
|
- |
2.14K+ 19.74% |
$175K - $203K
|
13K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.1K+ 32.31% |
$171K - $199K
|
8.6K
$1.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.1K+ 2.47% |
$171K - $199K
|
86.9K
$11.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.06K+ 2.57% |
$168K - $195K
|
82K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.03K+ 1.53% |
$165K - $192K
|
134K
$17.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.02K+ 2.82% |
$165K - $191K
|
73.6K
$9.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.92K+ 24.83% |
$157K - $182K
|
9.67K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.92K+ 31.31% |
$157K - $182K
|
8.06K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.86KNew |
$152K - $176K
|
1.86K
$237K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.84K+ 5.11% |
$150K - $174K
|
37.9K
$4.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.82K+ 8.85% |
$148K - $172K
|
22.4K
$2.85M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.8KNew |
$147K - $171K
|
1.8K
$230K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.79K+ 16.2% |
$146K - $169K
|
12.8K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.77K+ 9.34% |
$144K - $167K
|
20.7K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.76K+ 9.13% |
$144K - $167K
|
21K
$2.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.75K+ 57.89% |
$143K - $166K
|
4.78K
$610K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.73K+ 8.34% |
$141K - $164K
|
22.5K
$2.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.71K+ 37.26% |
$139K - $162K
|
6.29K
$803K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.7K+ 12.75% |
$139K - $161K
|
15K
$1.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.69K+ 4.09% |
$138K - $160K
|
43.1K
$5.5M
|
|
|
Oct 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
BUY
|
- |
1.67K+ 6.61% |
$136K - $158K
|
26.9K
$3.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.66K+ 25.99% |
$136K - $157K
|
8.06K
$1.03M
|