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 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-4- 0.07% |
$282 - $375
|
5.48K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5- 0.05% |
$352 - $468
|
9.78K
$1.25M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 7.04% |
$352 - $468
|
66
$8.42K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.52% |
$422 - $562
|
1.14K
$145K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 31.58% |
$422 - $562
|
13
$1.66K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-7- 10.0% |
$493 - $656
|
63
$8.04K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-8- 2.31% |
$563 - $749
|
339
$43.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-8- 1.42% |
$563 - $749
|
557
$71.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9- 0.17% |
$634 - $843
|
5.39K
$688K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-9- 0.34% |
$634 - $843
|
2.63K
$335K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-10- 12.05% |
$704 - $937
|
73
$9.31K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 0.53% |
$704 - $937
|
1.89K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-10- 0.16% |
$704 - $937
|
6.43K
$820K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-11- 2.64% |
$774 - $1.03K
|
406
$51.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-12- 0.4% |
$845 - $1.12K
|
3.01K
$384K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-14- 1.42% |
$986 - $1.31K
|
969
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-14- 41.18% |
$986 - $1.31K
|
20
$2.55K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-15- 0.45% |
$1.06K - $1.4K
|
3.32K
$424K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-15- 0.25% |
$1.06K - $1.4K
|
5.91K
$753K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-15- 13.04% |
$1.06K - $1.4K
|
100
$12.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-17- 1.95% |
$1.2K - $1.59K
|
855
$109K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-19- 0.39% |
$1.34K - $1.78K
|
4.82K
$614K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-20- 0.39% |
$1.41K - $1.87K
|
5.05K
$644K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-21- 0.99% |
$1.48K - $1.97K
|
2.11K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-21- 52.5% |
$1.48K - $1.97K
|
19
$2.42K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-21- 0.18% |
$1.48K - $1.97K
|
11.8K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-22- 0.08% |
$1.55K - $2.06K
|
26.2K
$3.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-22- 0.01% |
$1.55K - $2.06K
|
246K
$31.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-23- 5.87% |
$1.62K - $2.15K
|
369
$47.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
SELL
|
- |
-23- 0.08% |
$1.62K - $2.15K
|
27.2K
$3.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-23- 0.26% |
$1.62K - $2.15K
|
8.94K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-24- 0.97% |
$1.69K - $2.25K
|
2.45K
$313K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.66% |
$1.76K - $2.34K
|
3.74K
$478K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-25- 0.48% |
$1.76K - $2.34K
|
5.18K
$661K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-25- 0.63% |
$1.76K - $2.34K
|
3.95K
$504K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-25- 0.39% |
$1.76K - $2.34K
|
6.46K
$825K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-25- 0.86% |
$1.76K - $2.34K
|
2.88K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 0.21% |
$1.76K - $2.34K
|
11.9K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-26- 3.39% |
$1.83K - $2.44K
|
741
$94.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-26- 4.2% |
$1.83K - $2.44K
|
593
$75.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-26- 0.28% |
$1.83K - $2.44K
|
9.1K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27- 1.77% |
$1.9K - $2.53K
|
1.5K
$191K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-29- 0.15% |
$2.04K - $2.72K
|
18.7K
$2.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-30- 0.83% |
$2.11K - $2.81K
|
3.56K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-34- 0.77% |
$2.39K - $3.18K
|
4.36K
$556K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-35- 0.1% |
$2.46K - $3.28K
|
36.4K
$4.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-36- 0.49% |
$2.53K - $3.37K
|
7.27K
$927K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-39- 1.16% |
$2.75K - $3.65K
|
3.32K
$424K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-42- 11.8% |
$2.96K - $3.93K
|
314
$40.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-43- 1.82% |
$3.03K - $4.03K
|
2.32K
$296K
|