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 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-205- 70.69% |
$14.4K - $19.2K
|
85
$10.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-205- 1.93% |
$14.4K - $19.2K
|
10.4K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-206- 4.37% |
$14.5K - $19.3K
|
4.51K
$575K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-209- 2.0% |
$14.7K - $19.6K
|
10.3K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-210- 1.81% |
$14.8K - $19.7K
|
11.4K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-211- 5.16% |
$14.9K - $19.8K
|
3.88K
$495K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-218- 5.83% |
$15.3K - $20.4K
|
3.52K
$449K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-227- 7.5% |
$16K - $21.3K
|
2.8K
$357K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-228- 1.54% |
$16.1K - $21.4K
|
14.6K
$1.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-232- 3.23% |
$16.3K - $21.7K
|
6.94K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-234- 8.99% |
$16.5K - $21.9K
|
2.37K
$302K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-235- 0.57% |
$16.5K - $22K
|
41.1K
$5.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-236- 9.09% |
$16.6K - $22.1K
|
2.36K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-236- 3.8% |
$16.6K - $22.1K
|
5.98K
$763K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-236- 10.24% |
$16.6K - $22.1K
|
2.07K
$264K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-240- 2.07% |
$16.9K - $22.5K
|
11.4K
$1.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-242- 8.73% |
$17K - $22.7K
|
2.53K
$323K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-242- 8.66% |
$17K - $22.7K
|
2.55K
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-246- 3.32% |
$17.3K - $23K
|
7.16K
$914K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-248- 67.76% |
$17.5K - $23.2K
|
118
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-248- 2.95% |
$17.5K - $23.2K
|
8.17K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-250- 1.88% |
$17.6K - $23.4K
|
13.1K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-252- 7.91% |
$17.7K - $23.6K
|
2.93K
$374K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-258- 4.19% |
$18.2K - $24.2K
|
5.9K
$753K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-260- 5.49% |
$18.3K - $24.4K
|
4.47K
$571K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-264- 0.82% |
$18.6K - $24.7K
|
32.1K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-267- 0.66% |
$18.8K - $25K
|
40K
$5.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-273- 2.05% |
$19.2K - $25.6K
|
13.1K
$1.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-276- 8.7% |
$19.4K - $25.9K
|
2.9K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-277- 6.37% |
$19.5K - $25.9K
|
4.07K
$519K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-284- 8.55% |
$20K - $26.6K
|
3.04K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-284- 1.07% |
$20K - $26.6K
|
26.3K
$3.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-285- 7.24% |
$20.1K - $26.7K
|
3.65K
$466K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-291- 2.75% |
$20.5K - $27.3K
|
10.3K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-294- 1.71% |
$20.7K - $27.5K
|
16.9K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-300- 10.63% |
$21.1K - $28.1K
|
2.52K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-305- 6.84% |
$21.5K - $28.6K
|
4.16K
$530K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-307- 6.03% |
$21.6K - $28.8K
|
4.79K
$611K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-327- 5.86% |
$23K - $30.6K
|
5.25K
$670K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-335- 26.91% |
$23.6K - $31.4K
|
910
$116K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-336- 1.29% |
$23.7K - $31.5K
|
25.7K
$3.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-337- 0.55% |
$23.7K - $31.6K
|
61.2K
$7.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-344- 2.88% |
$24.2K - $32.2K
|
11.6K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-348- 7.37% |
$24.5K - $32.6K
|
4.38K
$558K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-352- 9.84% |
$24.8K - $33K
|
3.23K
$412K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-354- 13.06% |
$24.9K - $33.2K
|
2.36K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-359- 8.26% |
$25.3K - $33.6K
|
3.99K
$508K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-361- 2.45% |
$25.4K - $33.8K
|
14.4K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-364- 5.32% |
$25.6K - $34.1K
|
6.48K
$827K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-366- 35.16% |
$25.8K - $34.3K
|
675
$86.1K
|