Purchases and Sales Made in Q4 2023 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.93K+ 3.95% |
$136K - $180K
|
50.7K
$6.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.86K+ 7.75% |
$131K - $174K
|
25.9K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.84KNew |
$130K - $173K
|
1.84K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.84K+ 11.48% |
$129K - $172K
|
17.8K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.8K+ 0.87% |
$127K - $169K
|
209K
$26.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.79KNew |
$126K - $168K
|
1.79K
$229K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.76K+ 12.35% |
$124K - $165K
|
16K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.67K+ 0.11% |
$117K - $156K
|
1.46M
$187M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.64K+ 16.97% |
$115K - $153K
|
11.3K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.63K+ 16.05% |
$115K - $153K
|
11.8K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.6K+ 14.42% |
$113K - $150K
|
12.7K
$1.62M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.6KNew |
$113K - $150K
|
1.6K
$205K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.6K+ 3.63% |
$112K - $150K
|
45.5K
$5.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.59K+ 0.99% |
$112K - $149K
|
162K
$20.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.59K+ 49.76% |
$112K - $148K
|
4.77K
$610K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.59KNew |
$112K - $148K
|
1.59K
$203K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.56K+ 13.09% |
$110K - $146K
|
13.5K
$1.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.53K+ 7.2% |
$108K - $144K
|
22.8K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.53K+ 21.73% |
$107K - $143K
|
8.54K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.52K+ 13.65% |
$107K - $143K
|
12.7K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.52K+ 1.85% |
$107K - $143K
|
83.8K
$10.7M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.52K+ 44.12% |
$107K - $142K
|
4.96K
$635K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 143.48% |
$107K - $142K
|
2.58K
$329K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.51K+ 26.76% |
$106K - $141K
|
7.13K
$912K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.5K+ 3.45% |
$106K - $141K
|
45K
$5.76M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.5K+ 4.17% |
$105K - $140K
|
37.4K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.49K+ 7.58% |
$105K - $139K
|
21.1K
$2.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.48K+ 4.61% |
$104K - $138K
|
33.5K
$4.29M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.46K+ 12.62% |
$103K - $136K
|
13K
$1.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.42K+ 8.22% |
$99.9K - $133K
|
18.7K
$2.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
1.4K+ 38.97% |
$98.8K - $131K
|
5K
$640K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.4K+ 0.29% |
$98.3K - $131K
|
480K
$61.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.38KNew |
$97.3K - $129K
|
1.38K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 8.17% |
$97.1K - $129K
|
18.3K
$2.34M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.38K+ 68950.0% |
$97.1K - $129K
|
1.38K
$177K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.37K+ 171.59% |
$96.5K - $128K
|
2.17K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.36K+ 0.92% |
$95.9K - $128K
|
149K
$19M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.36K+ 168.23% |
$95.8K - $127K
|
2.17K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.35K+ 29.9% |
$95K - $126K
|
5.87K
$750K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.32K+ 116.61% |
$92.9K - $124K
|
2.45K
$314K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.3K+ 4.88% |
$91.4K - $122K
|
27.9K
$3.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.29K+ 1.18% |
$90.9K - $121K
|
111K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.28K+ 39.96% |
$90.1K - $120K
|
4.48K
$573K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.26K+ 4.85% |
$88.6K - $118K
|
27.2K
$3.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.25K+ 43.94% |
$87.7K - $117K
|
4.08K
$522K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.22K+ 2.63% |
$86.1K - $115K
|
47.7K
$6.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 44.6% |
$85.4K - $114K
|
3.93K
$503K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.2K+ 44.44% |
$84.5K - $112K
|
3.9K
$499K
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.2KNew |
$84.5K - $112K
|
1.2K
$153K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
1.17K+ 8.33% |
$82.2K - $109K
|
15.2K
$1.94M
|