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 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.63K+ 10.99% |
$133K - $154K
|
16.4K
$2.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.61K+ 33.71% |
$132K - $153K
|
6.4K
$835K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.59K+ 2.42% |
$130K - $150K
|
67.2K
$8.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
1.57K+ 2.14% |
$129K - $149K
|
75K
$9.78M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.55K+ 29.78% |
$127K - $147K
|
6.75K
$881K
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.51K+ 0.3% |
$123K - $143K
|
510K
$66.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.5K+ 51.72% |
$122K - $142K
|
4.4K
$574K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.48K+ 5.05% |
$121K - $140K
|
30.8K
$4.02M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.48K+ 10.1% |
$121K - $140K
|
16.1K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.46KNew |
$119K - $138K
|
1.46K
$191K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.43K+ 3.46% |
$117K - $136K
|
42.8K
$5.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.43K+ 2.35% |
$117K - $135K
|
62.4K
$8.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.43K+ 7.2% |
$117K - $135K
|
21.3K
$2.78M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.43K+ 7.03% |
$117K - $135K
|
21.7K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.43K+ 2.55% |
$116K - $135K
|
57.3K
$7.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.42K+ 2.31% |
$116K - $135K
|
63K
$8.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1.41K+ 4.69% |
$115K - $133K
|
31.4K
$4.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.4K+ 38.99% |
$114K - $133K
|
4.99K
$651K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.39K+ 6.98% |
$113K - $131K
|
21.3K
$2.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.37K+ 769.66% |
$112K - $130K
|
1.55K
$202K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.37K+ 56.2% |
$112K - $130K
|
3.8K
$496K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.34K+ 0.5% |
$110K - $127K
|
272K
$35.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.32K+ 30.52% |
$107K - $124K
|
5.62K
$734K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.3K+ 14.78% |
$106K - $123K
|
10.1K
$1.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 1.66% |
$106K - $123K
|
79.5K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 7.6% |
$105K - $122K
|
18.2K
$2.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.28K+ 19.19% |
$105K - $121K
|
7.96K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.28K+ 13.87% |
$104K - $121K
|
10.5K
$1.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.27K+ 1.97% |
$104K - $121K
|
65.9K
$8.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.27K+ 4.13% |
$104K - $120K
|
32K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.25K+ 7.76% |
$102K - $119K
|
17.4K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.25K+ 19.02% |
$102K - $118K
|
7.83K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.23K+ 22.94% |
$101K - $117K
|
6.61K
$863K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.23K+ 6.82% |
$100K - $116K
|
19.2K
$2.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.22KNew |
$99.6K - $115K
|
1.22K
$159K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.2K+ 115.61% |
$98K - $114K
|
2.24K
$292K
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.2K+ 8.64% |
$98K - $114K
|
15.1K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.18K+ 2.61% |
$96.4K - $112K
|
46.4K
$6.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.17K+ 21.99% |
$95.8K - $111K
|
6.51K
$849K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.17K+ 7.54% |
$95.7K - $111K
|
16.7K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.16K+ 22.7% |
$94.6K - $110K
|
6.26K
$816K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 11.14% |
$91.8K - $106K
|
11.2K
$1.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.11K+ 2.71% |
$90.6K - $105K
|
42.1K
$5.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.11K+ 2.57% |
$90.5K - $105K
|
44.2K
$5.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.1K+ 44.95% |
$89.8K - $104K
|
3.55K
$463K
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.09K+ 6.05% |
$89.2K - $103K
|
19.2K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.08K+ 5.94% |
$88.5K - $103K
|
19.3K
$2.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.08K+ 4.08% |
$88.2K - $102K
|
27.6K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.08K+ 1.16% |
$87.9K - $102K
|
93.8K
$12.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.07K+ 18.72% |
$87.4K - $101K
|
6.79K
$885K
|