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 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
175K+ 109.72% |
$12.3M - $16.4M
|
335K
$42.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
174KNew |
$12.3M - $16.3M
|
174K
$22.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
172K+ 12.28% |
$12.1M - $16.1M
|
1.57M
$200M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
170K+ 41.29% |
$12M - $15.9M
|
582K
$73.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
167K+ 14.38% |
$11.8M - $15.7M
|
1.33M
$169M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
166K+ 5.68% |
$11.7M - $15.5M
|
3.08M
$391M
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
163K+ 634.3% |
$11.5M - $15.2M
|
188K
$23.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
161K+ 27.84% |
$11.4M - $15.1M
|
741K
$93.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
- |
156K+ 102.55% |
$11M - $14.6M
|
308K
$39M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
153K+ 105.8% |
$10.8M - $14.4M
|
298K
$37.8M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
152K+ 7.62% |
$10.7M - $14.3M
|
2.15M
$273M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
140K+ 20.03% |
$9.86M - $13.1M
|
839K
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
136K+ 1.74% |
$9.56M - $12.7M
|
7.92M
$1B
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
131K+ 335.67% |
$9.23M - $12.3M
|
170K
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
129KNew |
$9.07M - $12.1M
|
129K
$16.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
126K+ 1213.99% |
$8.89M - $11.8M
|
137K
$17.3M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
115K+ 17.12% |
$8.07M - $10.7M
|
784K
$99.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
110KNew |
$7.76M - $10.3M
|
110K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
110KNew |
$7.73M - $10.3M
|
110K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
109KNew |
$7.66M - $10.2M
|
109K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
107K+ 13.05% |
$7.53M - $10M
|
927K
$118M
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
107K+ 98.16% |
$7.5M - $9.97M
|
215K
$27.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
106KNew |
$7.49M - $9.97M
|
106K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
104K+ 156.87% |
$7.32M - $9.74M
|
170K
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
103KNew |
$7.28M - $9.68M
|
103K
$13.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
103K+ 21.24% |
$7.22M - $9.61M
|
585K
$74.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
102KNew |
$7.18M - $9.56M
|
102K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
101K+ 127.27% |
$7.14M - $9.5M
|
181K
$23M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
90.8K+ 32.59% |
$6.39M - $8.51M
|
370K
$46.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
88.7K+ 16.48% |
$6.24M - $8.3M
|
627K
$79.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
87K+ 9.03% |
$6.13M - $8.15M
|
1.05M
$133M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
85.2K+ 1.44% |
$6M - $7.98M
|
6M
$761M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.3K+ 4.41% |
$5.72M - $7.61M
|
1.92M
$244M
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
80.1K+ 2669.83% |
$5.64M - $7.5M
|
83.1K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
80KNew |
$5.63M - $7.49M
|
80K
$10.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Hamlin Capital Management, LLC
|
BUY
|
- |
72.8K+ 5.49% |
$5.13M - $6.82M
|
1.4M
$177M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
72.5K+ 441.46% |
$5.11M - $6.79M
|
89K
$11.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
69.8K+ 6.12% |
$4.91M - $6.54M
|
1.21M
$154M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
65.9KNew |
$4.64M - $6.17M
|
65.9K
$8.35M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
61.1KNew |
$4.3M - $5.72M
|
61.1K
$7.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Zenyatta Capital Management LP
|
BUY
|
- |
60K+ 92.31% |
$4.22M - $5.62M
|
125K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
58.4K+ 62.97% |
$4.11M - $5.47M
|
151K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
56.2K+ 67.55% |
$3.96M - $5.26M
|
139K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
56.1K+ 30.33% |
$3.95M - $5.25M
|
241K
$30.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
53.3KNew |
$3.75M - $5M
|
53.3K
$6.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52.7K+ 23.77% |
$3.71M - $4.94M
|
274K
$34.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.4K+ 3.81% |
$3.62M - $4.81M
|
1.4M
$177M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
48.8K+ 3.98% |
$3.44M - $4.57M
|
1.27M
$162M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
42K+ 622.53% |
$2.96M - $3.94M
|
48.8K
$6.19M
|
|
|
Feb 06, 2024
Q4 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
40.6K+ 2.05% |
$2.86M - $3.8M
|
2.02M
$256M
|