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
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-7.01K- 39.85% |
$493K - $656K
|
10.6K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-7.08K- 1.2% |
$498K - $663K
|
584K
$74M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-7.57K- 45.15% |
$533K - $709K
|
9.2K
$1.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.93K- 28.58% |
$558K - $742K
|
19.8K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-7.93K- 31.36% |
$558K - $743K
|
17.4K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-8.07K- 28.01% |
$568K - $756K
|
20.8K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-8.19K- 6.43% |
$576K - $767K
|
119K
$15.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-8.22K- 0.78% |
$579K - $770K
|
1.04M
$132M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.28K- 3.54% |
$583K - $776K
|
226K
$28.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-8.29K- 4.27% |
$584K - $776K
|
186K
$23.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-8.47K- 22.35% |
$596K - $793K
|
29.4K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-8.52K- 2.71% |
$600K - $798K
|
306K
$38.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.56K- 2.35% |
$602K - $802K
|
356K
$45.1M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-8.6K- 14.95% |
$605K - $805K
|
48.9K
$6.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.6K- 1.31% |
$606K - $806K
|
647K
$82M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-8.62K- 9.92% |
$607K - $808K
|
78.3K
$9.93M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-8.65K- 9.4% |
$609K - $810K
|
83.4K
$10.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-8.67K- 67.38% |
$611K - $812K
|
4.2K
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-8.83K- 5.15% |
$621K - $827K
|
162K
$20.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-9.2K- 1.22% |
$647K - $861K
|
742K
$94M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-9.51K- 18.12% |
$670K - $891K
|
43K
$5.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-9.57K- 3.52% |
$674K - $897K
|
263K
$33.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-9.7K- 7.07% |
$683K - $908K
|
128K
$16.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-9.86K- 48.19% |
$694K - $923K
|
10.6K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-9.95K- 3.59% |
$700K - $932K
|
268K
$33.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-10K- 51.19% |
$707K - $941K
|
9.58K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-10.2K- 5.27% |
$718K - $955K
|
183K
$23.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.4K- 25.89% |
$731K - $973K
|
29.7K
$3.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Focused Investors LLC
|
SELL
|
- |
-10.5K- 0.58% |
$739K - $983K
|
1.8M
$228M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-10.5K- 60.65% |
$740K - $984K
|
6.82K
$864K
|
|
|
Feb 15, 2024
Q4 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-10.5K- 3.79% |
$741K - $986K
|
267K
$33.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-10.8K- 4.17% |
$760K - $1.01M
|
248K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-10.9K- 29.99% |
$767K - $1.02M
|
25.4K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-11.1K- 30.32% |
$783K - $1.04M
|
25.6K
$3.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11.2K- 30.42% |
$785K - $1.04M
|
25.5K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-11.5K- 12.58% |
$811K - $1.08M
|
80K
$10.1M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-11.5K- 18.44% |
$811K - $1.08M
|
51K
$6.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11.7K- 1.61% |
$821K - $1.09M
|
711K
$90.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-11.7K- 37.15% |
$822K - $1.09M
|
19.8K
$2.51M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-11.9K- 2.2% |
$838K - $1.12M
|
530K
$67.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-11.9K- 0.62% |
$841K - $1.12M
|
1.92M
$243M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-12K- 74.79% |
$843K - $1.12M
|
4.03K
$511K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-12K- 10.43% |
$844K - $1.12M
|
103K
$13.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-12.1K- 5.84% |
$852K - $1.13M
|
195K
$24.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12.1K- 47.06% |
$854K - $1.14M
|
13.6K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-12.4K- 4.7% |
$876K - $1.17M
|
252K
$32M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.5K- 7.17% |
$881K - $1.17M
|
162K
$20.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
SELL
|
- |
-13K- 32.86% |
$914K - $1.22M
|
26.5K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-13.5K- 30.71% |
$949K - $1.26M
|
30.4K
$3.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.5K- 60.26% |
$953K - $1.27M
|
8.93K
$1.13M
|