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
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-6.06K- 11.82% |
$427K - $568K
|
45.2K
$6.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.2K- 1.79% |
$437K - $581K
|
340K
$47.6M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-6.25K- 99.21% |
$440K - $585K
|
50
$7K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.51K- 25.53% |
$459K - $610K
|
19K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Worm Capital, LLC
Austin, TX |
SELL
|
- |
-6.7K- 51.6% |
$472K - $628K
|
6.29K
$880K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-6.85K- 2.65% |
$483K - $642K
|
251K
$35.2M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-6.86K- 52.34% |
$483K - $643K
|
6.25K
$875K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-6.88K- 20.46% |
$484K - $644K
|
26.7K
$3.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-6.93K- 3.92% |
$488K - $649K
|
170K
$23.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.99K- 5.03% |
$492K - $654K
|
132K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-7.01K- 39.85% |
$493K - $656K
|
10.6K
$1.48M
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-7.08K- 1.2% |
$498K - $663K
|
584K
$81.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-7.57K- 45.15% |
$533K - $709K
|
9.2K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.93K- 28.58% |
$558K - $742K
|
19.8K
$2.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-7.93K- 31.36% |
$558K - $743K
|
17.4K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-8.07K- 28.01% |
$568K - $756K
|
20.8K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-8.19K- 6.43% |
$576K - $767K
|
119K
$16.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-8.22K- 0.78% |
$579K - $770K
|
1.04M
$146M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.28K- 3.54% |
$583K - $776K
|
226K
$31.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-8.29K- 4.27% |
$584K - $776K
|
186K
$26M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-8.47K- 22.35% |
$596K - $793K
|
29.4K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-8.52K- 2.71% |
$600K - $798K
|
306K
$42.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.56K- 2.35% |
$602K - $802K
|
356K
$49.8M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-8.6K- 14.95% |
$605K - $805K
|
48.9K
$6.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.6K- 1.31% |
$606K - $806K
|
647K
$90.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-8.62K- 9.92% |
$607K - $808K
|
78.3K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-8.65K- 9.4% |
$609K - $810K
|
83.4K
$11.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-8.67K- 67.38% |
$611K - $812K
|
4.2K
$588K
|
|
|
Jul 09, 2025
Q4 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-8.77KClosed |
$617K - $821K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-8.83K- 5.15% |
$621K - $827K
|
162K
$22.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-9.2K- 1.22% |
$647K - $861K
|
742K
$104M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-9.51K- 18.12% |
$670K - $891K
|
43K
$6.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-9.57K- 3.52% |
$674K - $897K
|
263K
$36.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-9.7K- 7.07% |
$683K - $908K
|
128K
$17.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-9.86K- 48.19% |
$694K - $923K
|
10.6K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-9.95K- 3.59% |
$700K - $932K
|
268K
$37.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-10K- 51.19% |
$707K - $941K
|
9.58K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-10.2K- 5.27% |
$718K - $955K
|
183K
$25.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.4K- 25.89% |
$731K - $973K
|
29.7K
$4.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Focused Investors LLC
|
SELL
|
- |
-10.5K- 0.58% |
$739K - $983K
|
1.8M
$252M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-10.5K- 60.65% |
$740K - $984K
|
6.82K
$955K
|
|
|
Feb 15, 2024
Q4 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-10.5K- 3.79% |
$741K - $986K
|
267K
$37.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-10.8K- 4.17% |
$760K - $1.01M
|
248K
$34.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-10.9K- 29.99% |
$767K - $1.02M
|
25.4K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-11.1K- 30.32% |
$783K - $1.04M
|
25.6K
$3.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11.2K- 30.42% |
$785K - $1.04M
|
25.5K
$3.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-11.5K- 12.58% |
$811K - $1.08M
|
80K
$11.2M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-11.5K- 18.44% |
$811K - $1.08M
|
51K
$7.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11.7K- 1.61% |
$821K - $1.09M
|
711K
$99.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-11.7K- 37.15% |
$822K - $1.09M
|
19.8K
$2.77M
|