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 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-115K- 3.32% |
$8.07M - $10.7M
|
3.34M
$424M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-117K- 21.35% |
$8.21M - $10.9M
|
429K
$54.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-118K- 23.17% |
$8.3M - $11M
|
391K
$49.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-123K- 91.78% |
$8.68M - $11.6M
|
11.1K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-124K- 4.05% |
$8.74M - $11.6M
|
2.94M
$373M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-144K- 13.76% |
$10.2M - $13.5M
|
904K
$115M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-153K- 22.44% |
$10.8M - $14.3M
|
529K
$67.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-154K- 54.1% |
$10.9M - $14.5M
|
131K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-155K- 74.23% |
$10.9M - $14.5M
|
53.9K
$6.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-163K- 8.05% |
$11.5M - $15.3M
|
1.87M
$237M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-165K- 91.74% |
$11.6M - $15.4M
|
14.8K
$1.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-179K- 3.47% |
$12.6M - $16.7M
|
4.97M
$631M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-186K- 21.64% |
$13.1M - $17.4M
|
674K
$85.5M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-187K- 42.95% |
$13.2M - $17.5M
|
248K
$31.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-208K- 23.99% |
$14.6M - $19.5M
|
659K
$83.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-224K- 44.53% |
$15.7M - $20.9M
|
278K
$35.3M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-224K- 44.53% |
$15.7M - $20.9M
|
278K
$35.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-237K- 3.9% |
$16.7M - $22.2M
|
5.83M
$739M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-250K- 1.64% |
$17.6M - $23.4M
|
15M
$1.9B
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-274K- 54.73% |
$19.3M - $25.6M
|
226K
$28.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-278K- 23.07% |
$19.6M - $26M
|
927K
$118M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-286K- 17.99% |
$20.1M - $26.8M
|
1.3M
$165M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-305K- 92.06% |
$21.5M - $28.6M
|
26.3K
$3.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-315K- 4.17% |
$22.2M - $29.5M
|
7.24M
$918M
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-317K- 10.17% |
$22.3M - $29.7M
|
2.8M
$355M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-317K- 10.17% |
$22.3M - $29.7M
|
2.8M
$355M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-323K- 73.32% |
$22.7M - $30.2M
|
118K
$14.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-325K- 46.38% |
$22.9M - $30.5M
|
376K
$47.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-349K- 37.8% |
$24.6M - $32.7M
|
574K
$72.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-361K- 53.41% |
$25.4M - $33.8M
|
315K
$39.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-379K- 71.34% |
$26.7M - $35.5M
|
152K
$19.3M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-383K- 18.32% |
$26.9M - $35.8M
|
1.71M
$216M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-399K- 48.34% |
$28.1M - $37.4M
|
427K
$54.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-421K- 93.53% |
$29.6M - $39.4M
|
29.1K
$3.69M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-471K- 26.54% |
$33.1M - $44.1M
|
1.3M
$165M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-483K- 97.46% |
$34M - $45.2M
|
12.6K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-489K- 46.81% |
$34.4M - $45.8M
|
556K
$70.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-509K- 5.53% |
$35.8M - $47.6M
|
8.68M
$1.1B
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-562K- 46.64% |
$39.6M - $52.6M
|
643K
$81.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-604K- 0.55% |
$42.5M - $56.5M
|
109M
$13.8B
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-622K- 19.85% |
$43.8M - $58.3M
|
2.51M
$319M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-700K- 40.67% |
$49.3M - $65.5M
|
1.02M
$129M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-737K- 25.46% |
$51.9M - $69M
|
2.16M
$273M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-737K- 35.48% |
$51.9M - $69M
|
1.34M
$170M
|
|
|
Feb 09, 2024
Q4 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-773K- 30.39% |
$54.4M - $72.4M
|
1.77M
$224M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-794K- 6.06% |
$55.9M - $74.3M
|
12.3M
$1.56B
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-936K- 49.02% |
$65.9M - $87.6M
|
973K
$123M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-985K- 38.72% |
$69.4M - $92.3M
|
1.56M
$198M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.11M- 92.13% |
$78.3M - $104M
|
95K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.16M- 33.16% |
$81.9M - $109M
|
2.34M
$297M
|