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
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
20.3KNew |
$1.43M - $1.9M
|
20.3K
$2.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
20.2K+ 7.88% |
$1.42M - $1.89M
|
277K
$35.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.9K+ 21.69% |
$1.4M - $1.87M
|
112K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
19.9K+ 4.64% |
$1.4M - $1.86M
|
448K
$56.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
19.7K+ 21.15% |
$1.39M - $1.85M
|
113K
$14.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
19.7KNew |
$1.39M - $1.84M
|
19.7K
$2.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.6K+ 5.68% |
$1.38M - $1.84M
|
365K
$46.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
19.2K+ 4.28% |
$1.35M - $1.79M
|
467K
$59.2M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
19.1K+ 4.64% |
$1.34M - $1.78M
|
429K
$54.5M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
18.2K+ 7.28% |
$1.28M - $1.71M
|
268K
$34M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
17.4K+ 23.6% |
$1.23M - $1.63M
|
91.2K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
17.4K+ 3.87% |
$1.23M - $1.63M
|
467K
$59.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
17.3K+ 7.67% |
$1.22M - $1.62M
|
242K
$30.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
16.6K+ 12.17% |
$1.17M - $1.55M
|
153K
$19.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
16K+ 24.83% |
$1.13M - $1.5M
|
80.4K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
16K+ 35.81% |
$1.12M - $1.5M
|
60.6K
$7.68M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
15.9K+ 247.25% |
$1.12M - $1.49M
|
22.3K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
15.8K+ 7.93% |
$1.11M - $1.48M
|
216K
$27.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.6KNew |
$1.1M - $1.46M
|
15.6K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4K+ 7.47% |
$1.08M - $1.44M
|
221K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
15.1KNew |
$1.07M - $1.42M
|
15.1K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.2KNew |
$1M - $1.33M
|
14.2K
$1.81M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
14.2K+ 63.0% |
$1M - $1.33M
|
36.8K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
13.7KNew |
$961K - $1.28M
|
13.7K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
13.3KNew |
$935K - $1.24M
|
13.3K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
13.1KNew |
$921K - $1.23M
|
13.1K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
12.9K+ 17.49% |
$906K - $1.21M
|
86.5K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
12.5K+ 4.83% |
$881K - $1.17M
|
271K
$34.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.6KNew |
$820K - $1.09M
|
11.6K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11.5K+ 427.09% |
$807K - $1.07M
|
14.1K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
11.4KNew |
$802K - $1.07M
|
11.4K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
11.3K+ 1.66% |
$795K - $1.06M
|
693K
$87.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
11.3K+ 327.96% |
$795K - $1.06M
|
14.7K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
11.3K+ 11.1% |
$794K - $1.06M
|
113K
$14.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
11K+ 200.95% |
$773K - $1.03M
|
16.4K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
10.7K+ 37.63% |
$755K - $1M
|
39.2K
$4.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.7KNew |
$755K - $1M
|
10.7K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
10.6K+ 6.96% |
$750K - $997K
|
164K
$20.7M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.4K+ 19.89% |
$732K - $974K
|
62.7K
$7.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
10.2K+ 7.69% |
$715K - $951K
|
142K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
9.82K+ 22.11% |
$691K - $919K
|
54.2K
$6.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
9.8KNew |
$690K - $918K
|
9.8K
$1.24M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.71KNew |
$684K - $909K
|
9.71K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.71K+ 62.26% |
$683K - $909K
|
25.3K
$3.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
9.67KNew |
$680K - $905K
|
9.67K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
9.57KNew |
$674K - $897K
|
9.57K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.53K+ 33.78% |
$671K - $892K
|
37.7K
$4.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.52KNew |
$670K - $891K
|
9.52K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
9.5K+ 4.67% |
$669K - $890K
|
213K
$27M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9.43KNew |
$664K - $884K
|
9.43K
$1.2M
|