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 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.2KNew |
$84.5K - $112K
|
1.2K
$149K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
1.17K+ 8.33% |
$82.2K - $109K
|
15.2K
$1.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
1.17K+ 1.63% |
$82.2K - $109K
|
72.7K
$9.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
1.16K+ 7.86% |
$81.5K - $108K
|
15.9K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.16K+ 8.82% |
$81.3K - $108K
|
14.3K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.15K+ 1.96% |
$81K - $108K
|
60K
$7.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.14K+ 285.0% |
$80.3K - $107K
|
1.54K
$191K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
1.12K+ 13.52% |
$79.1K - $105K
|
9.44K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.12K+ 1206.45% |
$79K - $105K
|
1.22K
$151K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.12K+ 5.26% |
$78.8K - $105K
|
22.4K
$2.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.09K+ 20.02% |
$76.8K - $102K
|
6.54K
$813K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.05K+ 3.57% |
$74.1K - $98.5K
|
30.5K
$3.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.03K+ 26.7% |
$72.2K - $96K
|
4.86K
$604K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.02K+ 11.85% |
$72.1K - $95.9K
|
9.66K
$1.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 23.35% |
$70.8K - $94.2K
|
5.31K
$660K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1K+ 9.45% |
$70.4K - $93.7K
|
11.6K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
1K+ 50.0% |
$70.4K - $93.7K
|
3K
$373K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
999+ 60.07% |
$70.3K - $93.6K
|
2.66K
$331K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
996+ 1.08% |
$70.1K - $93.3K
|
93.6K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
990+ 1.26% |
$69.7K - $92.7K
|
79.5K
$9.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
988+ 1.3% |
$69.6K - $92.5K
|
77.1K
$9.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
970+ 36.78% |
$68.3K - $90.9K
|
3.61K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
966+ 34.19% |
$68K - $90.5K
|
3.79K
$471K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
964+ 1.79% |
$67.9K - $90.3K
|
54.9K
$6.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
953+ 1.63% |
$67.1K - $89.3K
|
59.4K
$7.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
949+ 4.26% |
$66.8K - $88.9K
|
23.2K
$2.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
928New |
$65.3K - $86.9K
|
928
$115K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
926+ 3.01% |
$65.2K - $86.7K
|
31.7K
$3.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
920+ 6.03% |
$64.8K - $86.2K
|
16.2K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
913+ 3.36% |
$64.3K - $85.5K
|
28.1K
$3.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
909+ 2.11% |
$64K - $85.1K
|
43.9K
$5.46M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
903New |
$63.6K - $84.6K
|
903
$112K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
895+ 24.45% |
$63K - $83.8K
|
4.56K
$566K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
883+ 21.4% |
$62.2K - $82.7K
|
5.01K
$622K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
882+ 1.55% |
$62.1K - $82.6K
|
57.7K
$7.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
866+ 15.39% |
$61K - $81.1K
|
6.49K
$807K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
857+ 7.36% |
$60.3K - $80.3K
|
12.5K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
857+ 0.17% |
$60.3K - $80.3K
|
511K
$63.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
855+ 1.69% |
$60.2K - $80.1K
|
51.5K
$6.4M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
842New |
$59.3K - $78.9K
|
842
$105K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
808+ 0.11% |
$56.9K - $75.7K
|
737K
$91.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
806+ 13.65% |
$56.7K - $75.5K
|
6.71K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
803+ 10.08% |
$56.5K - $75.2K
|
8.77K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
799+ 2.3% |
$56.2K - $74.8K
|
35.5K
$4.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
782+ 0.39% |
$55.1K - $73.2K
|
203K
$25.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
776+ 4.02% |
$54.6K - $72.7K
|
20.1K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
769+ 15.17% |
$54.1K - $72K
|
5.84K
$726K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
767+ 2.26% |
$54K - $71.8K
|
34.8K
$4.32M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
766New |
$53.9K - $71.7K
|
766
$95.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
765+ 1.14% |
$53.9K - $71.6K
|
67.9K
$8.44M
|