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
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.7K- 90.94% |
$962K - $1.28M
|
1.36K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-13.9K- 83.61% |
$978K - $1.3M
|
2.72K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-13.9K- 13.71% |
$980K - $1.3M
|
87.6K
$11.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-14.6K- 7.47% |
$1.03M - $1.37M
|
181K
$23M
|
|
|
Jan 18, 2024
Q4 2023
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-14.7K- 6.35% |
$1.03M - $1.37M
|
217K
$27.5M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-14.8K- 60.22% |
$1.04M - $1.39M
|
9.8K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-15K- 20.55% |
$1.06M - $1.4M
|
58K
$7.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-15K- 13.54% |
$1.06M - $1.4M
|
95.8K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-15K- 4.77% |
$1.06M - $1.41M
|
300K
$38M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-15.1K- 14.88% |
$1.06M - $1.41M
|
86.4K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-15.2K- 1.36% |
$1.07M - $1.43M
|
1.1M
$140M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-15.2K- 4.29% |
$1.07M - $1.43M
|
340K
$43.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-15.3K- 7.51% |
$1.08M - $1.43M
|
189K
$23.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-15.7K- 36.78% |
$1.1M - $1.47M
|
26.9K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-16.1K- 7.51% |
$1.14M - $1.51M
|
199K
$25.2M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-16.3K- 8.54% |
$1.15M - $1.53M
|
175K
$22.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-16.3K- 21.69% |
$1.15M - $1.53M
|
59K
$7.48M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16.4K- 43.08% |
$1.16M - $1.54M
|
21.7K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-16.5K- 1.5% |
$1.16M - $1.55M
|
1.08M
$137M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-16.6K- 7.46% |
$1.17M - $1.56M
|
206K
$26.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-17.1K- 3.49% |
$1.2M - $1.6M
|
474K
$60.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-17.2K- 4.88% |
$1.21M - $1.61M
|
336K
$42.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.5K- 10.3% |
$1.23M - $1.64M
|
153K
$19.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-17.5K- 3.8% |
$1.23M - $1.64M
|
443K
$56.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-17.9K- 6.24% |
$1.26M - $1.68M
|
270K
$34.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-18K- 82.31% |
$1.27M - $1.68M
|
3.87K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-18.4K- 27.74% |
$1.3M - $1.72M
|
47.9K
$6.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-19.6K- 19.72% |
$1.38M - $1.83M
|
79.7K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.8K- 2.92% |
$1.39M - $1.85M
|
659K
$83.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-19.8K- 10.05% |
$1.39M - $1.86M
|
177K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-20K- 7.13% |
$1.41M - $1.88M
|
261K
$33.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-21.4K- 2.98% |
$1.51M - $2.01M
|
697K
$88.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-21.7K- 0.85% |
$1.53M - $2.04M
|
2.54M
$321M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-22.4K- 0.11% |
$1.58M - $2.1M
|
20.2M
$2.56B
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-22.5K- 44.67% |
$1.59M - $2.11M
|
27.9K
$3.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-22.9K- 32.52% |
$1.62M - $2.15M
|
47.6K
$6.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.3K- 55.31% |
$1.64M - $2.18M
|
18.8K
$2.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.9K- 1.06% |
$1.68M - $2.24M
|
2.23M
$282M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25.4K- 47.34% |
$1.79M - $2.38M
|
28.3K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-25.7K- 32.59% |
$1.81M - $2.41M
|
53.2K
$6.74M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-25.9K- 16.33% |
$1.82M - $2.43M
|
133K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-26K- 22.09% |
$1.83M - $2.43M
|
91.6K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-26K- 1.55% |
$1.83M - $2.44M
|
1.65M
$210M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.2K- 5.84% |
$1.84M - $2.45M
|
423K
$53.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-26.7K- 77.2% |
$1.88M - $2.5M
|
7.88K
$999K
|
|
|
Feb 13, 2024
Q4 2023
|
Hosking Partners LLP
|
SELL
|
- |
-27K- 6.62% |
$1.9M - $2.53M
|
381K
$48.3M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-27.6K- 12.25% |
$1.94M - $2.58M
|
198K
$25.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-28.8K- 27.17% |
$2.02M - $2.69M
|
77.1K
$9.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-28.9K- 11.2% |
$2.03M - $2.7M
|
229K
$29M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-30.1K- 4.37% |
$2.12M - $2.81M
|
658K
$83.4M
|