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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-43- 0.21% |
$3.03K - $4.03K
|
20.4K
$2.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-45- 8.38% |
$3.17K - $4.21K
|
492
$62.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-46- 0.81% |
$3.24K - $4.31K
|
5.64K
$719K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-47- 1.9% |
$3.31K - $4.4K
|
2.42K
$309K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-47- 0.58% |
$3.31K - $4.4K
|
8.1K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-48- 0.46% |
$3.38K - $4.5K
|
10.4K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-48- 24.0% |
$3.38K - $4.5K
|
152
$19.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 0.46% |
$3.52K - $4.68K
|
10.8K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-50- 25.0% |
$3.52K - $4.68K
|
150
$19.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-50- 1.48% |
$3.52K - $4.68K
|
3.32K
$424K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-50- 0.33% |
$3.52K - $4.68K
|
15.3K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-50- 1.27% |
$3.52K - $4.68K
|
3.89K
$496K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-51- 0.59% |
$3.59K - $4.78K
|
8.55K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-51- 12.91% |
$3.59K - $4.78K
|
344
$43.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-51- 1.18% |
$3.59K - $4.78K
|
4.29K
$547K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-55- 0.03% |
$3.87K - $5.15K
|
202K
$25.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-55- 98.21% |
$3.87K - $5.15K
|
1
$128
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-55- 0.88% |
$3.87K - $5.15K
|
6.18K
$788K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-57- 0.77% |
$4.01K - $5.34K
|
7.36K
$939K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-58- 2.0% |
$4.08K - $5.43K
|
2.84K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-60- 2.35% |
$4.22K - $5.62K
|
2.49K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-62- 0.34% |
$4.36K - $5.81K
|
18K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-65- 1.17% |
$4.58K - $6.09K
|
5.48K
$700K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-66- 0.43% |
$4.65K - $6.18K
|
15.5K
$1.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-66- 6.9% |
$4.65K - $6.18K
|
890
$114K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-70- 2.37% |
$4.93K - $6.56K
|
2.88K
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-70- 0.79% |
$4.93K - $6.56K
|
8.8K
$1.12M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-71- 2.63% |
$5K - $6.65K
|
2.63K
$335K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-74- 0.07% |
$5.21K - $6.93K
|
98.6K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-76- 12.18% |
$5.35K - $7.12K
|
548
$69.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-78- 12.58% |
$5.49K - $7.31K
|
542
$69.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-81- 1.23% |
$5.7K - $7.59K
|
6.49K
$828K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-86- 8.19% |
$6.05K - $8.05K
|
964
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-88- 11.61% |
$6.2K - $8.24K
|
670
$85.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-90- 3.59% |
$6.34K - $8.43K
|
2.41K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-90- 2.58% |
$6.34K - $8.43K
|
3.4K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-90- 2.82% |
$6.34K - $8.43K
|
3.1K
$395K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-91- 1.23% |
$6.41K - $8.52K
|
7.29K
$930K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-91- 0.35% |
$6.41K - $8.52K
|
25.8K
$3.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-95- 2.46% |
$6.69K - $8.9K
|
3.76K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-95- 0.58% |
$6.69K - $8.9K
|
16.2K
$2.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
SELL
|
- |
-97- 2.43% |
$6.83K - $9.09K
|
3.89K
$496K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-100- 4.08% |
$7.04K - $9.37K
|
2.35K
$300K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-100- 2.99% |
$7.04K - $9.37K
|
3.25K
$415K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-100- 0.64% |
$7.04K - $9.37K
|
15.4K
$1.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-101- 0.92% |
$7.11K - $9.46K
|
10.9K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-103- 1.43% |
$7.25K - $9.65K
|
7.11K
$907K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-104- 0.92% |
$7.32K - $9.74K
|
11.2K
$1.42M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-104- 3.37% |
$7.32K - $9.74K
|
2.98K
$380K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-109- 1.93% |
$7.67K - $10.2K
|
5.53K
$706K
|