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 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.92K- 9.41% |
$276K - $368K
|
37.8K
$5.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.08K- 9.39% |
$288K - $383K
|
39.4K
$5.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-4.16K- 15.71% |
$293K - $390K
|
22.3K
$2.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-4.19K- 1.26% |
$295K - $393K
|
330K
$43.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-4.2K- 18.46% |
$296K - $393K
|
18.6K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.21K- 3.58% |
$296K - $394K
|
113K
$15.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-4.33K- 41.44% |
$305K - $405K
|
6.12K
$814K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.43K- 37.57% |
$312K - $414K
|
7.35K
$979K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.52K- 10.21% |
$318K - $423K
|
39.8K
$5.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-4.63K- 7.01% |
$326K - $434K
|
61.4K
$8.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-4.73K- 1.96% |
$333K - $443K
|
236K
$31.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-4.84K- 1.15% |
$340K - $453K
|
415K
$55.3M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.86K- 29.01% |
$342K - $455K
|
11.9K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.91K- 21.17% |
$346K - $460K
|
18.3K
$2.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4.92K- 1.39% |
$346K - $460K
|
350K
$46.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.98K- 52.95% |
$351K - $467K
|
4.43K
$589K
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-5K- 27.03% |
$352K - $468K
|
13.5K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.05K- 27.69% |
$355K - $473K
|
13.2K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.13K- 15.67% |
$361K - $480K
|
27.6K
$3.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.2K- 5.27% |
$366K - $487K
|
93.5K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-5.23K- 27.04% |
$368K - $490K
|
14.1K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-5.27K- 24.06% |
$371K - $494K
|
16.6K
$2.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.31K- 64.33% |
$374K - $498K
|
2.95K
$392K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-5.32K- 15.47% |
$374K - $498K
|
29K
$3.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.33K- 1.12% |
$375K - $499K
|
472K
$62.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.34K- 11.82% |
$376K - $500K
|
39.8K
$5.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.35K- 6.98% |
$377K - $501K
|
71.3K
$9.5M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.43K- 16.44% |
$382K - $509K
|
27.6K
$3.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-5.48K- 5.31% |
$386K - $513K
|
97.7K
$13M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-5.53K- 1.41% |
$390K - $518K
|
388K
$51.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.55K- 69.29% |
$390K - $519K
|
2.46K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5.56K- 2.91% |
$392K - $521K
|
186K
$24.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Park Circle CO
|
SELL
|
- |
-5.6K- 87.5% |
$394K - $524K
|
800
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-5.63K- 64.39% |
$396K - $527K
|
3.11K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-5.71K- 20.35% |
$402K - $535K
|
22.4K
$2.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.73K- 14.92% |
$404K - $537K
|
32.7K
$4.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.78K- 20.36% |
$407K - $541K
|
22.6K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.79K- 0.58% |
$408K - $542K
|
999K
$133M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.82K- 58.67% |
$410K - $545K
|
4.1K
$546K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.83K- 1.5% |
$410K - $546K
|
382K
$50.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-5.85K- 54.19% |
$412K - $548K
|
4.95K
$658K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.9K- 1.92% |
$416K - $553K
|
301K
$40.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.91K- 11.94% |
$416K - $553K
|
43.5K
$5.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-5.92K- 10.17% |
$417K - $555K
|
52.3K
$6.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.94K- 2.54% |
$418K - $556K
|
228K
$30.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-6.06K- 11.82% |
$427K - $568K
|
45.2K
$6.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.2K- 1.79% |
$437K - $581K
|
340K
$45.2M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-6.25K- 99.21% |
$440K - $585K
|
50
$6.66K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.51K- 25.53% |
$459K - $610K
|
19K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Worm Capital, LLC
Austin, TX |
SELL
|
- |
-6.7K- 51.6% |
$472K - $628K
|
6.29K
$837K
|