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
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
285+ 1.11% |
$20.1K - $26.7K
|
25.9K
$3.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
280+ 3.77% |
$19.7K - $26.2K
|
7.71K
$1.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
280+ 12.51% |
$19.7K - $26.2K
|
2.52K
$359K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
277+ 8.9% |
$19.5K - $25.9K
|
3.39K
$483K
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
270New |
$19K - $25.3K
|
270
$38.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
269+ 1.02% |
$18.9K - $25.2K
|
26.8K
$3.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
267+ 2.17% |
$18.8K - $25K
|
12.6K
$1.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
266+ 0.17% |
$18.7K - $24.9K
|
156K
$22.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
261+ 4.69% |
$18.4K - $24.4K
|
5.82K
$830K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
261+ 237.27% |
$18.4K - $24.4K
|
371
$52.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
260+ 5200.0% |
$18.3K - $24.4K
|
265
$37.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
260+ 9.59% |
$18.3K - $24.4K
|
2.97K
$424K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
259New |
$18.2K - $24.3K
|
259
$36.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
259+ 1.53% |
$18.2K - $24.3K
|
17.2K
$2.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
255New |
$18K - $23.9K
|
255
$36.3K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
255+ 0.33% |
$18K - $23.9K
|
77.3K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
251+ 66.93% |
$17.7K - $23.5K
|
626
$89.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
249+ 1.27% |
$17.5K - $23.3K
|
19.9K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
249+ 2.58% |
$17.5K - $23.3K
|
9.92K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
242+ 6.31% |
$17K - $22.7K
|
4.08K
$581K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
240+ 2.07% |
$16.9K - $22.5K
|
11.8K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
227New |
$16K - $21.3K
|
227
$32.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
225+ 10.53% |
$15.8K - $21.1K
|
2.36K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
223+ 5.97% |
$15.7K - $20.9K
|
3.96K
$564K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
218+ 4.73% |
$15.3K - $20.4K
|
4.83K
$688K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
213+ 0.65% |
$15K - $19.9K
|
32.9K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
213+ 0.65% |
$15K - $19.9K
|
32.9K
$4.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
211+ 0.41% |
$14.9K - $19.8K
|
51.8K
$7.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
204+ 3.51% |
$14.4K - $19.1K
|
6.02K
$858K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
204+ 2.53% |
$14.4K - $19.1K
|
8.27K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
200+ 0.17% |
$14.1K - $18.7K
|
121K
$17.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
200+ 0.73% |
$14.1K - $18.7K
|
27.7K
$3.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
200+ 2.9% |
$14.1K - $18.7K
|
7.11K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
199New |
$14K - $18.6K
|
199
$28.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
198+ 0.45% |
$13.9K - $18.5K
|
44.6K
$6.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
198+ 2.81% |
$13.9K - $18.5K
|
7.25K
$1.03M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
198+ 6.38% |
$13.9K - $18.5K
|
3.3K
$470K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
193+ 2.9% |
$13.6K - $18.1K
|
6.84K
$975K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
192+ 0.31% |
$13.5K - $18K
|
62.9K
$8.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
192New |
$13.5K - $18K
|
192
$27.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
190+ 0.89% |
$13.4K - $17.8K
|
21.5K
$3.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
187+ 7.19% |
$13.2K - $17.5K
|
2.79K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
181+ 0.21% |
$12.7K - $17K
|
84.6K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
180+ 4.4% |
$12.7K - $16.9K
|
4.28K
$609K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
178+ 1.1% |
$12.5K - $16.7K
|
16.4K
$2.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
177+ 53.15% |
$12.5K - $16.6K
|
510
$72.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
177New |
$12.5K - $16.6K
|
177
$25.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
176+ 0.6% |
$12.4K - $16.5K
|
29.4K
$4.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
175+ 4.66% |
$12.3K - $16.4K
|
3.93K
$560K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
173New |
$12.2K - $16.2K
|
173
$24.7K
|