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 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-112- 5.13% |
$7.88K - $10.5K
|
2.07K
$264K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-113- 0.21% |
$7.96K - $10.6K
|
53K
$6.76M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-116- 2.27% |
$8.17K - $10.9K
|
5.01K
$639K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-119- 12.06% |
$8.38K - $11.1K
|
868
$111K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-119- 35.31% |
$8.38K - $11.1K
|
218
$27.8K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-121- 1.39% |
$8.52K - $11.3K
|
8.61K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-122- 1.71% |
$8.59K - $11.4K
|
7.01K
$894K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-124- 4.2% |
$8.73K - $11.6K
|
2.83K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-124- 2.57% |
$8.73K - $11.6K
|
4.7K
$600K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-125- 2.59% |
$8.8K - $11.7K
|
4.7K
$599K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-125- 3.94% |
$8.8K - $11.7K
|
3.04K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-130- 3.95% |
$9.15K - $12.2K
|
3.16K
$404K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-131- 4.07% |
$9.22K - $12.3K
|
3.09K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-132- 1.85% |
$9.29K - $12.4K
|
7.02K
$896K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-133- 1.75% |
$9.36K - $12.5K
|
7.48K
$955K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-134- 4.75% |
$9.43K - $12.6K
|
2.69K
$343K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-135- 1.04% |
$9.5K - $12.6K
|
12.9K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-135- 0.55% |
$9.5K - $12.6K
|
24.4K
$3.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-136- 2.58% |
$9.57K - $12.7K
|
5.14K
$655K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-140- 6.2% |
$9.86K - $13.1K
|
2.12K
$270K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-141- 0.83% |
$9.93K - $13.2K
|
16.8K
$2.14M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-143- 43.6% |
$10.1K - $13.4K
|
185
$23.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-143- 1.8% |
$10.1K - $13.4K
|
7.81K
$997K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-146- 12.77% |
$10.3K - $13.7K
|
997
$127K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-150- 1.0% |
$10.6K - $14K
|
14.9K
$1.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-153- 2.9% |
$10.8K - $14.3K
|
5.12K
$653K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-153- 3.39% |
$10.8K - $14.3K
|
4.36K
$556K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-153- 5.54% |
$10.8K - $14.3K
|
2.61K
$333K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-158- 4.98% |
$11.1K - $14.8K
|
3.01K
$385K
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-159- 0.3% |
$11.2K - $14.9K
|
52.7K
$6.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-160- 0.78% |
$11.3K - $15K
|
20.4K
$2.6M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-160- 2.81% |
$11.3K - $15K
|
5.53K
$706K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-161- 6.26% |
$11.3K - $15.1K
|
2.41K
$307K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-166- 6.03% |
$11.7K - $15.5K
|
2.59K
$330K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-172- 1.37% |
$12.1K - $16.1K
|
12.4K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-175- 4.87% |
$12.3K - $16.4K
|
3.42K
$436K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-176- 4.73% |
$12.4K - $16.5K
|
3.55K
$453K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
SELL
|
- |
-177- 1.02% |
$12.5K - $16.6K
|
17.1K
$2.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-180- 0.57% |
$12.7K - $16.9K
|
31.3K
$3.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-193- 0.6% |
$13.6K - $18.1K
|
32K
$4.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-195- 1.78% |
$13.7K - $18.3K
|
10.7K
$1.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-198- 1.38% |
$13.9K - $18.5K
|
14.1K
$1.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-198- 3.53% |
$13.9K - $18.5K
|
5.41K
$690K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-200- 5.24% |
$14.1K - $18.7K
|
3.62K
$462K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-200- 3.1% |
$14.1K - $18.7K
|
6.26K
$799K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-200- 3.4% |
$14.1K - $18.7K
|
5.68K
$724K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-200- 5.6% |
$14.1K - $18.7K
|
3.37K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-202- 2.92% |
$14.2K - $18.9K
|
6.71K
$857K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-202- 98.06% |
$14.2K - $18.9K
|
4
$510
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-203- 2.25% |
$14.3K - $19K
|
8.8K
$1.12M
|