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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
171+ 1.68% |
$12K - $16K
|
10.3K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
167+ 4.3% |
$11.8K - $15.6K
|
4.05K
$577K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
167+ 4.55% |
$11.8K - $15.6K
|
3.84K
$547K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
163+ 2.53% |
$11.5K - $15.3K
|
6.6K
$941K
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
162+ 5.87% |
$11.4K - $15.2K
|
2.92K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
162+ 6.42% |
$11.4K - $15.2K
|
2.68K
$382K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
160+ 2.82% |
$11.3K - $15K
|
5.83K
$830K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
160+ 1.52% |
$11.3K - $15K
|
10.7K
$1.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
151+ 3.66% |
$10.6K - $14.1K
|
4.28K
$609K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
150+ 62.5% |
$10.6K - $14K
|
390
$55.6K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
148+ 4.88% |
$10.4K - $13.9K
|
3.18K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
147+ 0.46% |
$10.3K - $13.8K
|
31.8K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
143+ 2.37% |
$10.1K - $13.4K
|
6.17K
$879K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
141New |
$9.93K - $13.2K
|
141
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
140+ 3.96% |
$9.86K - $13.1K
|
3.67K
$523K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
139+ 17.87% |
$9.79K - $13K
|
917
$131K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
139New |
$9.79K - $13K
|
139
$19.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
139+ 0.96% |
$9.79K - $13K
|
14.6K
$2.08M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
131+ 0.51% |
$9.22K - $12.3K
|
25.7K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
130+ 4.91% |
$9.15K - $12.2K
|
2.78K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
128+ 3.3% |
$9.01K - $12K
|
4.01K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
127+ 6.84% |
$8.94K - $11.9K
|
1.99K
$283K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
126+ 6.65% |
$8.87K - $11.8K
|
2.02K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
124+ 4.12% |
$8.73K - $11.6K
|
3.13K
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
122+ 3.13% |
$8.59K - $11.4K
|
4.02K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
120+ 2.72% |
$8.45K - $11.2K
|
4.53K
$646K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
119New |
$8.38K - $11.1K
|
119
$17K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
119New |
$8.38K - $11.1K
|
119
$17K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
117New |
$8.24K - $11K
|
117
$16.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
115+ 12.38% |
$8.1K - $10.8K
|
1.04K
$149K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
111New |
$7.81K - $10.4K
|
111
$15.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
110+ 1.27% |
$7.74K - $10.3K
|
8.79K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
109New |
$7.67K - $10.2K
|
109
$15.5K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
106+ 0.61% |
$7.46K - $9.93K
|
17.5K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
105New |
$7.39K - $9.83K
|
105
$15K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
103+ 1.81% |
$7.25K - $9.65K
|
5.8K
$827K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
102+ 2.17% |
$7.18K - $9.55K
|
4.81K
$686K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
102+ 13.73% |
$7.18K - $9.55K
|
845
$120K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
102+ 1.77% |
$7.18K - $9.55K
|
5.86K
$835K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 1.81% |
$7.04K - $9.37K
|
5.63K
$803K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
100+ 3.33% |
$7.04K - $9.37K
|
3.11K
$443K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
100New |
$7.04K - $9.37K
|
100
$14.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
100New |
$7.04K - $9.37K
|
100
$14.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
99+ 1.37% |
$6.97K - $9.27K
|
7.34K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
98+ 2.89% |
$6.9K - $9.18K
|
3.49K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
98+ 2.98% |
$6.9K - $9.18K
|
3.39K
$483K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
94New |
$6.62K - $8.8K
|
94
$13.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
92+ 0.49% |
$6.48K - $8.62K
|
19K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
91New |
$6.41K - $8.52K
|
91
$13K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
91+ 2.22% |
$6.41K - $8.52K
|
4.18K
$596K
|