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 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.48K- 9.17% |
$104K - $138K
|
14.6K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.49K- 4.88% |
$105K - $139K
|
29K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.53K- 3.21% |
$108K - $143K
|
46.2K
$5.9M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.53K- 15.2% |
$108K - $144K
|
8.55K
$1.09M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.55K- 3.49% |
$109K - $145K
|
42.9K
$5.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.56K- 0.29% |
$110K - $146K
|
538K
$68.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.56K- 21.64% |
$110K - $146K
|
5.64K
$721K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.58K- 14.25% |
$111K - $148K
|
9.5K
$1.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.59K- 2.12% |
$112K - $149K
|
73.4K
$9.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-1.6K- 22.54% |
$113K - $150K
|
5.5K
$704K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.6K- 9.14% |
$113K - $150K
|
15.9K
$2.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.61K- 18.03% |
$113K - $151K
|
7.31K
$935K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1.61K- 0.72% |
$113K - $151K
|
221K
$28.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.61K- 1.97% |
$114K - $151K
|
80.4K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.64K- 62.7% |
$116K - $154K
|
978
$125K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.7K- 24.23% |
$119K - $159K
|
5.31K
$679K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 8.49% |
$120K - $159K
|
18.3K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.71K- 29.64% |
$120K - $160K
|
4.05K
$519K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.72K- 2.48% |
$121K - $161K
|
67.4K
$8.62M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.73K- 79.06% |
$122K - $162K
|
459
$58.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.82K- 5.9% |
$128K - $170K
|
29K
$3.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.82K- 24.85% |
$128K - $171K
|
5.51K
$705K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 4.32% |
$129K - $172K
|
40.7K
$5.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.84K- 14.47% |
$130K - $172K
|
10.9K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
- |
-1.84K- 30.36% |
$130K - $173K
|
4.23K
$540K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.86K- 18.39% |
$131K - $174K
|
8.23K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.88K- 3.16% |
$132K - $176K
|
57.5K
$7.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.89K- 10.58% |
$133K - $177K
|
15.9K
$2.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.89K- 43.63% |
$133K - $177K
|
2.44K
$312K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.89K- 37.85% |
$133K - $177K
|
3.1K
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.89K- 24.02% |
$133K - $177K
|
5.98K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.92K- 3.06% |
$135K - $180K
|
61K
$7.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.95K- 0.63% |
$137K - $183K
|
308K
$39.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.97K- 24.3% |
$138K - $184K
|
6.12K
$783K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.98K- 11.84% |
$139K - $185K
|
14.7K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.03K- 1.37% |
$143K - $190K
|
146K
$18.7M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.05K- 39.81% |
$144K - $192K
|
3.1K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-2.07K- 7.58% |
$146K - $194K
|
25.2K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.09K- 10.08% |
$147K - $195K
|
18.6K
$2.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.1K- 75.08% |
$148K - $197K
|
697
$89.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-2.1K- 2.41% |
$148K - $197K
|
85.2K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.12K- 13.04% |
$150K - $199K
|
14.2K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-2.16K- 43.99% |
$152K - $202K
|
2.75K
$351K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.16K- 56.84% |
$152K - $202K
|
1.64K
$210K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.18K- 0.41% |
$153K - $204K
|
529K
$67.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.22K- 3.72% |
$156K - $208K
|
57.3K
$7.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.25K- 1.03% |
$158K - $210K
|
216K
$27.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.25K- 19.01% |
$158K - $211K
|
9.59K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-2.28K- 9.27% |
$161K - $214K
|
22.3K
$2.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2.38K- 77.54% |
$167K - $223K
|
689
$88.1K
|