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 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
468New |
$32.9K - $43.8K
|
468
$59.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
466+ 17.99% |
$32.8K - $43.6K
|
3.06K
$391K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
463+ 10.12% |
$32.6K - $43.4K
|
5.04K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
445New |
$31.3K - $41.7K
|
445
$56.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
428+ 4.53% |
$30.1K - $40.1K
|
9.87K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
426+ 0.82% |
$30K - $39.9K
|
52.6K
$6.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
420+ 0.97% |
$29.6K - $39.3K
|
43.6K
$5.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
419+ 15.9% |
$29.5K - $39.2K
|
3.05K
$391K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
418New |
$29.4K - $39.1K
|
418
$53.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
416+ 18.36% |
$29.3K - $39K
|
2.68K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
415+ 1.97% |
$29.2K - $38.9K
|
21.4K
$2.74M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
414+ 2.69% |
$29.1K - $38.8K
|
15.8K
$2.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
412+ 7.21% |
$29K - $38.6K
|
6.13K
$784K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
412+ 5.25% |
$29K - $38.6K
|
8.26K
$1.06M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
412+ 7.21% |
$29K - $38.6K
|
6.13K
$784K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
408+ 2.76% |
$28.7K - $38.2K
|
15.2K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
406+ 25.19% |
$28.6K - $38K
|
2.02K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
406+ 2.4% |
$28.6K - $38K
|
17.3K
$2.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
405+ 11.35% |
$28.5K - $37.9K
|
3.97K
$508K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
400+ 13333.33% |
$28.2K - $37.5K
|
403
$51.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
399+ 6.89% |
$28.1K - $37.4K
|
6.19K
$791K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
398+ 28.88% |
$28K - $37.3K
|
1.78K
$227K
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
389+ 0.48% |
$27.4K - $36.4K
|
80.8K
$10.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
378+ 6.25% |
$26.6K - $35.4K
|
6.43K
$822K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
368+ 3.63% |
$25.9K - $34.5K
|
10.5K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
368New |
$25.9K - $34.5K
|
368
$47.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
367+ 2.43% |
$25.8K - $34.4K
|
15.5K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
367+ 7.07% |
$25.8K - $34.4K
|
5.56K
$711K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
360+ 1.55% |
$25.3K - $33.7K
|
23.5K
$3.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
353+ 5.72% |
$24.9K - $33.1K
|
6.52K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
343+ 2.68% |
$24.1K - $32.1K
|
13.2K
$1.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
336+ 4.57% |
$23.7K - $31.5K
|
7.69K
$984K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
336+ 1.8% |
$23.7K - $31.5K
|
19K
$2.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
330+ 1.95% |
$23.2K - $30.9K
|
17.3K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
324+ 73.3% |
$22.8K - $30.3K
|
766
$98K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
312+ 6.07% |
$22K - $29.2K
|
5.45K
$697K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
311+ 88.86% |
$21.9K - $29.1K
|
661
$84.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
311+ 4.95% |
$21.9K - $29.1K
|
6.59K
$843K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
310+ 3.16% |
$21.8K - $29K
|
10.1K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
306+ 2.7% |
$21.5K - $28.7K
|
11.6K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
306+ 5.84% |
$21.5K - $28.7K
|
5.55K
$710K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
304New |
$21.4K - $28.5K
|
304
$38.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
300+ 3.05% |
$21.1K - $28.1K
|
10.1K
$1.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
294+ 9.52% |
$20.7K - $27.5K
|
3.38K
$433K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
290+ 4.81% |
$20.4K - $27.2K
|
6.32K
$808K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
289+ 0.92% |
$20.3K - $27.1K
|
31.6K
$4.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
285+ 1.11% |
$20.1K - $26.7K
|
25.9K
$3.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
280+ 3.77% |
$19.7K - $26.2K
|
7.71K
$986K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
280+ 12.51% |
$19.7K - $26.2K
|
2.52K
$322K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
277+ 8.9% |
$19.5K - $25.9K
|
3.39K
$433K
|