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
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
9.34K+ 10.41% |
$658K - $875K
|
99.1K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.31K+ 16.81% |
$655K - $872K
|
64.7K
$8.2M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
9.26K+ 0.47% |
$652K - $867K
|
1.99M
$252M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.24KNew |
$651K - $866K
|
9.24K
$1.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
9.24KNew |
$650K - $865K
|
9.24K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9K+ 0.14% |
$634K - $843K
|
6.58M
$834M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.81K+ 10.07% |
$621K - $826K
|
96.4K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
8.81K+ 7.73% |
$620K - $825K
|
123K
$15.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
8.59K+ 1.13% |
$605K - $805K
|
767K
$97.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.57K+ 0.15% |
$604K - $803K
|
5.83M
$739M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
8.3KNew |
$584K - $777K
|
8.3K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.07K+ 10.05% |
$568K - $755K
|
88.3K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.05K+ 8.38% |
$566K - $754K
|
104K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.02K+ 59.1% |
$565K - $752K
|
21.6K
$2.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8K+ 7.1% |
$563K - $749K
|
121K
$15.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.84K+ 28.28% |
$552K - $734K
|
35.6K
$4.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.8K+ 255.47% |
$549K - $730K
|
10.8K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.8K+ 4.59% |
$549K - $730K
|
178K
$22.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
7.71K+ 1.32% |
$543K - $722K
|
591K
$74.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
7.59K+ 2.94% |
$535K - $711K
|
266K
$33.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
7.26KNew |
$511K - $680K
|
7.26K
$920K
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
7.24KNew |
$509K - $678K
|
7.24K
$917K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.04K+ 38.21% |
$495K - $659K
|
25.5K
$3.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
6.91K+ 3.24% |
$486K - $647K
|
220K
$27.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
6.9K+ 265.38% |
$486K - $646K
|
9.5K
$1.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
6.81KNew |
$480K - $638K
|
6.81K
$864K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.75K+ 10.19% |
$475K - $632K
|
72.9K
$9.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Granger Management LLC
|
BUY
|
- |
6.69K+ 183.54% |
$471K - $627K
|
10.3K
$1.31M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.55KNew |
$461K - $614K
|
6.55K
$831K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
6.51K+ 1.0% |
$458K - $609K
|
654K
$82.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.41K+ 10.17% |
$451K - $600K
|
69.4K
$8.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.38K+ 4.49% |
$449K - $597K
|
148K
$18.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.32KNew |
$445K - $592K
|
6.32K
$802K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
6.3KNew |
$443K - $590K
|
6.3K
$798K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.27K+ 5.33% |
$441K - $587K
|
124K
$15.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.2K+ 25.71% |
$436K - $580K
|
30.3K
$3.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.12KNew |
$431K - $573K
|
6.12K
$776K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.09KNew |
$429K - $570K
|
6.09K
$772K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.06K+ 4.34% |
$427K - $568K
|
146K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5.89K+ 1.0% |
$414K - $551K
|
592K
$75.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
5.84K+ 26.26% |
$411K - $547K
|
28.1K
$3.56M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
5.79K+ 3.81% |
$407K - $542K
|
158K
$20M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
5.78KNew |
$407K - $542K
|
5.78K
$733K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.77K+ 7.87% |
$406K - $541K
|
79.1K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
5.76K+ 1.0% |
$406K - $540K
|
584K
$74M
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
5.76KNew |
$405K - $539K
|
5.76K
$730K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
5.74K+ 11.45% |
$404K - $538K
|
55.9K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.68K+ 152.47% |
$400K - $532K
|
9.41K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.62K+ 2.98% |
$395K - $526K
|
194K
$24.6M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.6KNew |
$394K - $524K
|
5.6K
$710K
|