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 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-367- 3.13% |
$25.8K - $34.4K
|
11.4K
$1.45M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-367- 3.13% |
$25.8K - $34.4K
|
11.4K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-369- 15.4% |
$26K - $34.6K
|
2.03K
$259K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-378- 2.04% |
$26.6K - $35.4K
|
18.1K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-382- 12.95% |
$26.9K - $35.8K
|
2.57K
$328K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-383- 11.53% |
$27K - $35.9K
|
2.94K
$375K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-392- 86.73% |
$27.6K - $36.7K
|
60
$7.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-396- 46.53% |
$27.9K - $37.1K
|
455
$58.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 7.02% |
$28.2K - $37.5K
|
5.29K
$675K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 2.52% |
$28.2K - $37.5K
|
15.5K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-400- 5.78% |
$28.2K - $37.5K
|
6.52K
$832K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-410- 2.39% |
$28.9K - $38.4K
|
16.8K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-413- 5.64% |
$29.1K - $38.7K
|
6.9K
$881K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-415- 14.98% |
$29.2K - $38.9K
|
2.36K
$300K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-415- 7.54% |
$29.2K - $38.9K
|
5.09K
$650K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-420- 7.49% |
$29.6K - $39.3K
|
5.19K
$662K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-441- 3.88% |
$31K - $41.3K
|
10.9K
$1.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-441- 4.23% |
$31K - $41.3K
|
9.98K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-442- 18.09% |
$31.1K - $41.4K
|
2K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-450- 5.82% |
$31.7K - $42.1K
|
7.29K
$929K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-459- 5.15% |
$32.3K - $43K
|
8.46K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-462- 2.17% |
$32.5K - $43.3K
|
20.8K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-474- 1.3% |
$33.4K - $44.4K
|
36K
$4.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-475- 1.43% |
$33.4K - $44.5K
|
32.7K
$4.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-477- 4.9% |
$33.6K - $44.7K
|
9.26K
$1.18M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-479- 15.72% |
$33.7K - $44.9K
|
2.57K
$328K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-480- 4.28% |
$33.8K - $45K
|
10.7K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-480- 4.65% |
$33.8K - $45K
|
9.85K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-492- 6.64% |
$34.6K - $46.1K
|
6.92K
$882K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-497- 4.01% |
$35K - $46.5K
|
11.9K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-500- 10.08% |
$35.2K - $46.8K
|
4.46K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-501- 6.05% |
$35.3K - $46.9K
|
7.78K
$993K
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-502- 3.2% |
$35.3K - $47K
|
15.2K
$1.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-513- 1.16% |
$36.1K - $48K
|
43.7K
$5.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-514- 16.93% |
$36.2K - $48.1K
|
2.52K
$322K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-516- 18.04% |
$36.3K - $48.3K
|
2.35K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-516- 5.93% |
$36.3K - $48.3K
|
8.19K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-519- 8.11% |
$36.5K - $48.6K
|
5.88K
$750K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-520- 2.21% |
$36.6K - $48.7K
|
23K
$2.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-523- 7.71% |
$36.8K - $49K
|
6.26K
$799K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-537- 1.43% |
$37.8K - $50.3K
|
37.1K
$4.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-540- 8.08% |
$38K - $50.6K
|
6.15K
$784K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-550- 72.37% |
$38.7K - $51.5K
|
210
$26.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-550- 4.02% |
$38.7K - $51.5K
|
13.1K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-550- 1.06% |
$38.7K - $51.5K
|
51.5K
$6.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-551- 0.25% |
$38.8K - $51.6K
|
220K
$28.1M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-560- 0.32% |
$39.4K - $52.4K
|
175K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-572- 2.76% |
$40.3K - $53.6K
|
20.2K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-575- 1.09% |
$40.5K - $53.9K
|
52.4K
$6.69M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-580- 4.58% |
$40.8K - $54.3K
|
12.1K
$1.54M
|