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 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-25.7K- 32.59% |
$1.81M - $2.41M
|
53.2K
$7.45M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-25.9K- 16.33% |
$1.82M - $2.43M
|
133K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-26K- 22.09% |
$1.83M - $2.43M
|
91.6K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-26K- 1.55% |
$1.83M - $2.44M
|
1.65M
$232M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.2K- 5.84% |
$1.84M - $2.45M
|
423K
$59.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-26.7K- 77.2% |
$1.88M - $2.5M
|
7.88K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Hosking Partners LLP
|
SELL
|
- |
-27K- 6.62% |
$1.9M - $2.53M
|
381K
$53.4M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-27.6K- 12.25% |
$1.94M - $2.58M
|
198K
$27.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-28.8K- 27.17% |
$2.02M - $2.69M
|
77.1K
$10.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-28.9K- 11.2% |
$2.03M - $2.7M
|
229K
$32.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-30.1K- 4.37% |
$2.12M - $2.81M
|
658K
$92.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-30.4K- 21.62% |
$2.14M - $2.85M
|
110K
$15.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-31.6K- 45.86% |
$2.23M - $2.96M
|
37.4K
$5.23M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-32.5K- 17.44% |
$2.29M - $3.04M
|
154K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-32.8K- 13.15% |
$2.31M - $3.07M
|
216K
$30.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-34.3K- 31.8% |
$2.42M - $3.22M
|
73.6K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34.5K- 19.04% |
$2.43M - $3.24M
|
147K
$20.6M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-35.1K- 51.71% |
$2.47M - $3.29M
|
32.8K
$4.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-35.3K- 27.17% |
$2.48M - $3.3M
|
94.6K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-36.2K- 90.84% |
$2.55M - $3.39M
|
3.65K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-36.5K- 18.43% |
$2.57M - $3.41M
|
161K
$22.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-37K- 64.27% |
$2.6M - $3.46M
|
20.5K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-37.6K- 75.46% |
$2.65M - $3.52M
|
12.2K
$1.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-39K- 1.3% |
$2.74M - $3.65M
|
2.97M
$416M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-39.5K- 26.38% |
$2.78M - $3.7M
|
110K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-39.9K- 49.82% |
$2.81M - $3.73M
|
40.2K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.3K- 3.09% |
$2.83M - $3.77M
|
1.26M
$177M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-40.8K- 4.48% |
$2.87M - $3.82M
|
870K
$122M
|
|
|
Feb 14, 2024
Q4 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-40.9K- 3.22% |
$2.88M - $3.83M
|
1.23M
$172M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-41.4K- 50.35% |
$2.91M - $3.88M
|
40.8K
$5.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-41.5K- 12.86% |
$2.92M - $3.88M
|
281K
$39.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-44.9K- 7.65% |
$3.16M - $4.2M
|
541K
$75.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-46.3K- 78.55% |
$3.26M - $4.34M
|
12.7K
$1.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-47.1K- 41.56% |
$3.32M - $4.41M
|
66.2K
$9.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-47.9K- 22.9% |
$3.37M - $4.48M
|
161K
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-48.1K- 32.62% |
$3.38M - $4.5M
|
99.3K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-49.3K- 30.94% |
$3.47M - $4.62M
|
110K
$15.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-49.7K- 62.57% |
$3.5M - $4.66M
|
29.7K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-49.9K- 50.72% |
$3.51M - $4.67M
|
48.5K
$6.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-53.9K- 25.62% |
$3.8M - $5.05M
|
157K
$21.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-54.4K- 61.45% |
$3.83M - $5.09M
|
34.1K
$4.78M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-56.5K- 4.13% |
$3.98M - $5.29M
|
1.31M
$184M
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-57K- 4.0% |
$4.02M - $5.34M
|
1.37M
$192M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-59.3K- 33.95% |
$4.17M - $5.55M
|
115K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-63.3K- 0.9% |
$4.46M - $5.93M
|
6.96M
$975M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-65.4K- 23.0% |
$4.61M - $6.13M
|
219K
$30.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-65.5K- 36.96% |
$4.61M - $6.13M
|
112K
$15.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-65.6K- 80.58% |
$4.62M - $6.15M
|
15.8K
$2.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-66.1K- 6.03% |
$4.65M - $6.19M
|
1.03M
$144M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-66.4K- 3.94% |
$4.68M - $6.22M
|
1.62M
$227M
|