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 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
77New |
$5.42K - $7.21K
|
77
$9.82K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
76+ 0.0% |
$5.35K - $7.12K
|
109M
$13.9B
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
75+ 2.18% |
$5.28K - $7.02K
|
3.51K
$448K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75New |
$5.28K - $7.02K
|
75
$9.57K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
72+ 9.13% |
$5.07K - $6.74K
|
861
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
70+ 2.14% |
$4.93K - $6.56K
|
3.34K
$426K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
66New |
$4.65K - $6.18K
|
66
$8.42K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
66New |
$4.65K - $6.18K
|
66
$8.42K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
63+ 0.33% |
$4.44K - $5.9K
|
19.3K
$2.46M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
63+ 0.4% |
$4.44K - $5.9K
|
16K
$2.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
61+ 6.06% |
$4.29K - $5.71K
|
1.07K
$136K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
60+ 1200.0% |
$4.22K - $5.62K
|
65
$8.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
57+ 3.75% |
$4.01K - $5.34K
|
1.58K
$201K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
54+ 1.09% |
$3.8K - $5.06K
|
5.02K
$640K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
52+ 0.38% |
$3.66K - $4.87K
|
13.6K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
52+ 0.44% |
$3.66K - $4.87K
|
11.9K
$1.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
51+ 0.89% |
$3.59K - $4.78K
|
5.76K
$734K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
51+ 1.97% |
$3.59K - $4.78K
|
2.64K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
51+ 0.72% |
$3.59K - $4.78K
|
7.09K
$905K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
48+ 13.15% |
$3.38K - $4.5K
|
413
$52.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
45+ 1.07% |
$3.17K - $4.21K
|
4.26K
$543K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
44New |
$3.1K - $4.12K
|
44
$5.61K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
42+ 1.2% |
$2.96K - $3.93K
|
3.54K
$452K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
40+ 1.43% |
$2.82K - $3.75K
|
2.84K
$362K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
40+ 1.75% |
$2.82K - $3.75K
|
2.33K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
40+ 0.38% |
$2.82K - $3.75K
|
10.6K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
38+ 1.02% |
$2.68K - $3.56K
|
3.78K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
38+ 0.07% |
$2.68K - $3.56K
|
56.3K
$7.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
38New |
$2.68K - $3.56K
|
38
$4.85K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36+ 18.0% |
$2.53K - $3.37K
|
236
$30.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
36+ 0.6% |
$2.53K - $3.37K
|
6.01K
$766K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
35+ 3.1% |
$2.46K - $3.28K
|
1.17K
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
35+ 3.47% |
$2.46K - $3.28K
|
1.04K
$133K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
32+ 0.53% |
$2.25K - $3K
|
6.02K
$768K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
32+ 0.77% |
$2.25K - $3K
|
4.16K
$531K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
31+ 1.12% |
$2.18K - $2.9K
|
2.79K
$356K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
30+ 1.0% |
$2.11K - $2.81K
|
3.02K
$385K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30New |
$2.11K - $2.81K
|
30
$3.83K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30+ 6.91% |
$2.11K - $2.81K
|
464
$59.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
29+ 0.77% |
$2.04K - $2.72K
|
3.81K
$486K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
29+ 0.97% |
$2.04K - $2.72K
|
3.02K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
29+ 0.53% |
$2.04K - $2.72K
|
5.52K
$704K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
29+ 25.22% |
$2.04K - $2.72K
|
144
$18.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
27New |
$1.9K - $2.53K
|
27
$3.44K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
25+ 0.93% |
$1.76K - $2.34K
|
2.72K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
25+ 0.02% |
$1.76K - $2.34K
|
102K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
23+ 0.25% |
$1.62K - $2.15K
|
9.29K
$1.19M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23New |
$1.62K - $2.15K
|
23
$2.93K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
20+ 0.45% |
$1.41K - $1.87K
|
4.48K
$572K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
20+ 0.06% |
$1.41K - $1.87K
|
31.2K
$3.98M
|