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 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-912- 1.37% |
$64.2K - $85.4K
|
65.7K
$8.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-921- 7.53% |
$64.8K - $86.3K
|
11.3K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-949- 5.74% |
$66.8K - $88.9K
|
15.6K
$1.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-954- 11.39% |
$67.2K - $89.4K
|
7.43K
$950K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-955- 16.13% |
$67.2K - $89.4K
|
4.97K
$635K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-968- 4.84% |
$68.1K - $90.7K
|
19K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-978Closed |
$68.9K - $91.6K
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-983- 96.0% |
$69.2K - $92.1K
|
41
$5.24K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-1K- 12.41% |
$70.4K - $93.7K
|
7.06K
$902K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 43.5% |
$70.5K - $93.8K
|
1.3K
$166K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.01K- 98.34% |
$70.9K - $94.3K
|
17
$2.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.02K- 8.79% |
$71.9K - $95.7K
|
10.6K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.05K- 4.68% |
$74.1K - $98.5K
|
21.4K
$2.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.08K- 12.36% |
$76.2K - $101K
|
7.67K
$981K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.09K- 2.52% |
$76.5K - $102K
|
42K
$5.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.09K- 8.88% |
$76.8K - $102K
|
11.2K
$1.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.09K- 16.32% |
$76.9K - $102K
|
5.61K
$717K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 5.59% |
$78.1K - $104K
|
18.7K
$2.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.12K- 19.76% |
$78.6K - $105K
|
4.53K
$580K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-1.12K- 8.03% |
$78.6K - $105K
|
12.8K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.12K- 92.35% |
$79K - $105K
|
93
$11.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.17K- 17.65% |
$82.2K - $109K
|
5.45K
$697K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 25.9% |
$82.9K - $110K
|
3.37K
$431K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.2K- 1.67% |
$84.5K - $112K
|
70.7K
$9.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.2K- 5.64% |
$84.5K - $112K
|
20.1K
$2.57M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.22K- 14.55% |
$85.7K - $114K
|
7.15K
$915K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.22K- 36.17% |
$85.8K - $114K
|
2.15K
$275K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.22K- 3.48% |
$86K - $114K
|
33.9K
$4.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.23K- 4.38% |
$86.6K - $115K
|
26.8K
$3.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.24K- 2.89% |
$87.1K - $116K
|
41.6K
$5.32M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.25K- 15.77% |
$88K - $117K
|
6.68K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.25K- 29.27% |
$88K - $117K
|
3.02K
$386K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.25K- 1.9% |
$88.1K - $117K
|
64.7K
$8.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.26K- 15.93% |
$88.6K - $118K
|
6.64K
$849K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.26K- 22.75% |
$88.6K - $118K
|
4.27K
$546K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-1.26K- 1.59% |
$88.6K - $118K
|
77.9K
$9.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.29K- 8.13% |
$91.1K - $121K
|
14.6K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.3K- 18.06% |
$91.2K - $121K
|
5.88K
$752K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.33K- 17.78% |
$93.8K - $125K
|
6.16K
$788K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.33K- 14.52% |
$93.8K - $125K
|
7.85K
$1M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 33.54% |
$94.3K - $126K
|
2.66K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.35K- 2.55% |
$94.7K - $126K
|
51.4K
$6.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.35K- 4.93% |
$94.8K - $126K
|
26K
$3.32M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.35K- 17.14% |
$95.1K - $127K
|
6.53K
$836K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.35K- 21.67% |
$95.3K - $127K
|
4.89K
$626K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.37K- 10.06% |
$96.4K - $128K
|
12.2K
$1.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.4K- 4.13% |
$98.6K - $131K
|
32.5K
$4.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.4K- 3.65% |
$98.7K - $131K
|
37K
$4.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.4K- 23.97% |
$98.7K - $131K
|
4.45K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.41K- 1.34% |
$99.5K - $132K
|
104K
$13.3M
|