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 13, 2024
Q4 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-585- 2.44% |
$41.2K - $54.8K
|
23.4K
$2.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-592- 17.76% |
$41.7K - $55.4K
|
2.74K
$350K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-600- 12.08% |
$42.2K - $56.2K
|
4.37K
$557K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-600- 15.09% |
$42.2K - $56.2K
|
3.38K
$431K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-600- 24.83% |
$42.2K - $56.2K
|
1.82K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-616- 10.63% |
$43.4K - $57.7K
|
5.18K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-618- 0.05% |
$43.5K - $57.9K
|
1.28M
$163M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-629- 11.58% |
$44.3K - $58.9K
|
4.8K
$613K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-630- 11.12% |
$44.4K - $59K
|
5.03K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-634- 5.5% |
$44.6K - $59.4K
|
10.9K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-650- 7.51% |
$45.8K - $60.9K
|
8K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-651Closed |
$45.8K - $61K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-665- 0.76% |
$46.8K - $62.3K
|
87.1K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-682- 15.26% |
$48K - $63.9K
|
3.79K
$483K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-686- 20.74% |
$48.3K - $64.3K
|
2.62K
$334K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-692- 16.24% |
$48.7K - $64.8K
|
3.57K
$455K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-693- 6.77% |
$48.8K - $64.9K
|
9.54K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-694- 1.49% |
$48.9K - $65K
|
45.8K
$5.84M
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-707- 14.08% |
$49.8K - $66.2K
|
4.31K
$550K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-709- 14.22% |
$49.9K - $66.4K
|
4.28K
$546K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-711- 13.95% |
$50.1K - $66.6K
|
4.38K
$559K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-717- 0.21% |
$50.5K - $67.2K
|
342K
$43.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-718- 8.85% |
$50.5K - $67.2K
|
7.4K
$944K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-731- 10.05% |
$51.5K - $68.5K
|
6.54K
$834K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-738- 5.35% |
$52K - $69.1K
|
13K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-740- 9.48% |
$52.1K - $69.3K
|
7.06K
$901K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-743- 18.0% |
$52.3K - $69.6K
|
3.39K
$432K
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-750- 18.07% |
$52.8K - $70.2K
|
3.4K
$434K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-752- 14.35% |
$52.9K - $70.4K
|
4.49K
$572K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-770- 17.59% |
$54.2K - $72.1K
|
3.61K
$460K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-771- 10.3% |
$54.3K - $72.2K
|
6.71K
$857K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-780- 3.04% |
$54.9K - $73.1K
|
24.9K
$3.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-782- 2.08% |
$55.1K - $73.2K
|
36.7K
$4.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-789- 3.98% |
$55.5K - $73.9K
|
19K
$2.43M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-805- 18.83% |
$56.7K - $75.4K
|
3.47K
$443K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-807- 24.47% |
$56.8K - $75.6K
|
2.49K
$318K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-812- 18.24% |
$57.2K - $76.1K
|
3.64K
$464K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-816- 16.37% |
$57.4K - $76.4K
|
4.17K
$532K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-849- 16.8% |
$59.8K - $79.5K
|
4.2K
$536K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-856- 0.58% |
$60.3K - $80.2K
|
146K
$18.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-859- 12.07% |
$60.5K - $80.5K
|
6.26K
$798K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-864- 1.26% |
$60.8K - $80.9K
|
67.9K
$8.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-869- 10.31% |
$61.2K - $81.4K
|
7.56K
$964K
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-875- 4.09% |
$61.6K - $82K
|
20.5K
$2.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-880- 1.54% |
$62K - $82.4K
|
56.2K
$7.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-884- 9.26% |
$62.2K - $82.8K
|
8.66K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-892- 9.48% |
$62.8K - $83.5K
|
8.52K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-893- 7.73% |
$62.9K - $83.6K
|
10.7K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-901- 11.73% |
$63.4K - $84.4K
|
6.78K
$865K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-912- 1.37% |
$64.2K - $85.4K
|
65.7K
$8.38M
|