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 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
760+ 124.59% |
$53.5K - $71.2K
|
1.37K
$174K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
756+ 3.95% |
$53.2K - $70.8K
|
19.9K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
740+ 7.45% |
$52.1K - $69.3K
|
10.7K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
726+ 7.18% |
$51.1K - $68K
|
10.8K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
720+ 8.37% |
$50.7K - $67.4K
|
9.32K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
716+ 19.59% |
$50.4K - $67.1K
|
4.37K
$554K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
695+ 9.27% |
$48.9K - $65.1K
|
8.19K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
683+ 13.47% |
$48.1K - $64K
|
5.75K
$729K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
671New |
$47.2K - $62.8K
|
671
$85.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
661+ 6.58% |
$46.5K - $61.9K
|
10.7K
$1.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
650+ 5.08% |
$45.8K - $60.9K
|
13.5K
$1.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
643+ 5.56% |
$45.3K - $60.2K
|
12.2K
$1.55M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
643+ 5.56% |
$45.3K - $60.2K
|
12.2K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
635+ 4.27% |
$44.7K - $59.5K
|
15.5K
$1.96M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
632+ 5745.45% |
$44.5K - $59.2K
|
643
$81.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
629+ 0.86% |
$44.3K - $58.9K
|
73.7K
$9.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
622+ 48.59% |
$43.8K - $58.3K
|
1.9K
$241K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
618+ 3.64% |
$43.5K - $57.9K
|
17.6K
$2.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
617+ 1.07% |
$43.4K - $57.8K
|
58.3K
$7.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
603+ 9.83% |
$42.5K - $56.5K
|
6.74K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
601+ 0.36% |
$42.3K - $56.3K
|
168K
$21.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
600+ 21.73% |
$42.2K - $56.2K
|
3.36K
$426K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
600New |
$42.2K - $56.2K
|
600
$76.1K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
597New |
$42K - $55.9K
|
597
$75.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
585New |
$41.2K - $54.8K
|
585
$74.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
574+ 6.95% |
$40.4K - $53.8K
|
8.84K
$1.12M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
573New |
$40.3K - $53.7K
|
573
$72.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
571+ 1.73% |
$40.2K - $53.5K
|
33.7K
$4.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
571+ 9.05% |
$40.2K - $53.5K
|
6.88K
$872K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
571+ 9.05% |
$40.2K - $53.5K
|
6.88K
$872K
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
569+ 8.58% |
$40.1K - $53.3K
|
7.2K
$913K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
558+ 5.08% |
$39.3K - $52.3K
|
11.5K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
545+ 0.07% |
$38.4K - $51K
|
750K
$95.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
544+ 4.13% |
$38.3K - $51K
|
13.7K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
544New |
$38.3K - $51K
|
544
$69K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
541+ 8.43% |
$38.1K - $50.7K
|
6.96K
$882K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
540+ 11.23% |
$38K - $50.6K
|
5.35K
$678K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
530+ 13.23% |
$37.3K - $49.6K
|
4.54K
$575K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
530+ 0.69% |
$37.3K - $49.6K
|
77.4K
$9.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
518+ 13.97% |
$36.5K - $48.5K
|
4.23K
$536K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
510+ 3.82% |
$35.9K - $47.8K
|
13.9K
$1.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
486+ 0.65% |
$34.2K - $45.5K
|
75.8K
$9.61M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
485+ 1.01% |
$34.1K - $45.4K
|
48.5K
$6.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
484+ 7.69% |
$34.1K - $45.3K
|
6.78K
$859K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
481+ 8.51% |
$33.9K - $45.1K
|
6.13K
$777K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
478+ 6.29% |
$33.7K - $44.8K
|
8.08K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
477+ 1.17% |
$33.6K - $44.7K
|
41.4K
$5.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
476+ 13.11% |
$33.5K - $44.6K
|
4.11K
$521K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
476+ 2.77% |
$33.5K - $44.6K
|
17.7K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
474+ 13.21% |
$33.4K - $44.4K
|
4.06K
$515K
|