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
|
Stephens Inc
|
BUY
|
- |
39.4K+ 71.08% |
$2.77M - $3.69M
|
94.8K
$12M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
39.3KNew |
$2.77M - $3.68M
|
39.3K
$4.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
37.7K+ 10.38% |
$2.65M - $3.53M
|
400K
$50.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
35.1K+ 140.59% |
$2.47M - $3.29M
|
60.1K
$7.63M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
34.4K+ 12.63% |
$2.42M - $3.22M
|
306K
$38.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
33.9K+ 32.61% |
$2.39M - $3.18M
|
138K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
32.7KNew |
$2.3M - $3.06M
|
32.7K
$4.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
32.5K+ 801.92% |
$2.29M - $3.05M
|
36.6K
$4.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
32.2K+ 0.45% |
$2.26M - $3.01M
|
7.21M
$914M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32K+ 122.93% |
$2.25M - $2.99M
|
57.9K
$7.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
31.8K+ 8.81% |
$2.24M - $2.98M
|
393K
$49.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
31.4K+ 9.98% |
$2.21M - $2.94M
|
346K
$43.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
31.3K+ 963.45% |
$2.2M - $2.93M
|
34.6K
$4.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
31KNew |
$2.18M - $2.9M
|
31K
$3.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
30.5K+ 54.3% |
$2.15M - $2.86M
|
86.7K
$11M
|
|
|
Jan 17, 2024
Q4 2023
|
Viking Fund Management LLC
|
BUY
|
- |
30.2K+ 30.15% |
$2.12M - $2.82M
|
130K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
30K+ 104.55% |
$2.11M - $2.81M
|
58.7K
$7.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
30K+ 8000.0% |
$2.11M - $2.81M
|
30.4K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
29.2K+ 7.54% |
$2.06M - $2.74M
|
416K
$52.8M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
29.2K+ 25.6% |
$2.05M - $2.73M
|
143K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
29K+ 73.75% |
$2.04M - $2.72M
|
68.4K
$8.67M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
28.7KNew |
$2.02M - $2.69M
|
28.7K
$3.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
28.7KNew |
$2.02M - $2.69M
|
28.7K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
28.5K+ 11.2% |
$2M - $2.67M
|
283K
$35.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
28.3K+ 8.83% |
$1.99M - $2.65M
|
349K
$44.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
28.2K+ 18.65% |
$1.98M - $2.64M
|
179K
$22.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27.9KNew |
$1.96M - $2.61M
|
27.9K
$3.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
27.9K+ 98.77% |
$1.96M - $2.61M
|
56.1K
$7.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
27.8K+ 8.05% |
$1.96M - $2.61M
|
374K
$47.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
27.2K+ 8.5% |
$1.91M - $2.55M
|
347K
$44M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
27.1K+ 12.25% |
$1.91M - $2.54M
|
248K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
27K+ 12.96% |
$1.9M - $2.53M
|
235K
$29.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
26.3K+ 554.69% |
$1.85M - $2.46M
|
31K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
25.8K+ 4.29% |
$1.82M - $2.42M
|
628K
$79.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
25.6KNew |
$1.8M - $2.4M
|
25.6K
$3.25M
|
|
|
Feb 13, 2024
Q4 2023
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
25KNew |
$1.76M - $2.34M
|
25K
$3.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
24.9KNew |
$1.75M - $2.33M
|
24.9K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.1K+ 178.07% |
$1.7M - $2.26M
|
37.7K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
24.1KNew |
$1.7M - $2.26M
|
24.1K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
24K+ 2.32% |
$1.69M - $2.25M
|
1.06M
$134M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
23.3K+ 3.83% |
$1.64M - $2.19M
|
633K
$80.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
23.1K+ 28.78% |
$1.63M - $2.16M
|
103K
$13.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
22.9KNew |
$1.62M - $2.15M
|
22.9K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
22.9K+ 12.15% |
$1.61M - $2.14M
|
211K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
22.9K+ 141.28% |
$1.61M - $2.14M
|
39K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
22.8K+ 20.56% |
$1.61M - $2.14M
|
134K
$17M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
22KNew |
$1.55M - $2.06M
|
22K
$2.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
21.4KNew |
$1.51M - $2M
|
21.4K
$2.71M
|
|
|
Jan 11, 2024
Q4 2023
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
21.1KNew |
$1.48M - $1.97M
|
21.1K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratan Capital Management LP
Miami Beach, FL |
BUY
|
- |
21KNew |
$1.48M - $1.97M
|
21K
$2.66M
|