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
|
Stolper CO
|
SELL
|
- |
-2.28K- 9.27% |
$161K - $214K
|
22.3K
$3.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2.38K- 77.54% |
$167K - $223K
|
689
$95K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2.45K- 48.76% |
$173K - $230K
|
2.58K
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.46K- 13.8% |
$173K - $231K
|
15.4K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.47K- 23.58% |
$174K - $232K
|
8.02K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-2.51K- 37.97% |
$176K - $235K
|
4.09K
$564K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.57K- 5.33% |
$181K - $241K
|
45.7K
$6.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.58K- 21.03% |
$181K - $241K
|
9.67K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.59K- 4.62% |
$182K - $242K
|
53.5K
$7.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.6K- 0.89% |
$183K - $243K
|
290K
$40M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-2.6K- 26.39% |
$183K - $244K
|
7.25K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.68K- 6.05% |
$188K - $251K
|
41.5K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.69K- 7.47% |
$189K - $252K
|
33.3K
$4.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.7K- 3.41% |
$190K - $253K
|
76.4K
$10.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.77K- 10.69% |
$195K - $259K
|
23.1K
$3.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.88K- 4.6% |
$202K - $269K
|
59.6K
$8.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.89K- 42.41% |
$204K - $271K
|
3.93K
$542K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.91K- 11.24% |
$205K - $272K
|
23K
$3.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.92K- 17.72% |
$206K - $274K
|
13.6K
$1.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.93K- 2.53% |
$206K - $274K
|
113K
$15.5M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-2.99K- 75.34% |
$210K - $280K
|
977
$135K
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-3.04K- 2.11% |
$214K - $285K
|
141K
$19.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.09K- 14.66% |
$218K - $290K
|
18K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-3.15K- 1.02% |
$222K - $295K
|
306K
$42.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-3.17K- 5.59% |
$223K - $297K
|
53.6K
$7.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-3.19K- 29.44% |
$225K - $299K
|
7.65K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.22K- 5.35% |
$226K - $301K
|
56.9K
$7.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3.23K- 14.86% |
$227K - $302K
|
18.5K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.26K- 52.01% |
$229K - $305K
|
3K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.27K- 25.78% |
$230K - $307K
|
9.43K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.29K- 6.96% |
$232K - $308K
|
44.1K
$6.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-3.3K- 5.4% |
$232K - $309K
|
57.8K
$7.97M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.35K- 4.89% |
$236K - $314K
|
65.2K
$8.99M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.39K- 33.61% |
$239K - $318K
|
6.7K
$924K
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-3.42K- 57.08% |
$241K - $320K
|
2.57K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-3.47K- 3.57% |
$244K - $325K
|
93.5K
$12.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.5K- 48.74% |
$246K - $327K
|
3.68K
$507K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.5K- 56.33% |
$246K - $328K
|
2.71K
$374K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.51K- 55.82% |
$247K - $329K
|
2.78K
$383K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.54K- 27.75% |
$249K - $331K
|
9.21K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.56K- 14.06% |
$250K - $333K
|
21.7K
$3M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.61K- 26.16% |
$254K - $338K
|
10.2K
$1.4M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.7K- 1.06% |
$260K - $347K
|
346K
$47.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.78K- 42.65% |
$266K - $354K
|
5.08K
$701K
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-3.81K- 1.86% |
$268K - $357K
|
201K
$27.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.84K- 13.12% |
$270K - $360K
|
25.4K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.89K- 1.16% |
$274K - $364K
|
332K
$45.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.92K- 35.85% |
$276K - $367K
|
7.02K
$968K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.92K- 9.41% |
$276K - $368K
|
37.8K
$5.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.08K- 9.39% |
$288K - $383K
|
39.4K
$5.44M
|