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 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.59K+ 12.52% |
$394K - $524K
|
50.2K
$6.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.55KNew |
$391K - $520K
|
5.55K
$704K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.52K+ 52.19% |
$389K - $517K
|
16.1K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.42K+ 89.56% |
$382K - $508K
|
11.5K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.34K+ 49.82% |
$376K - $500K
|
16.1K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5.34K+ 26.43% |
$376K - $500K
|
25.5K
$3.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5.33K+ 12.98% |
$375K - $499K
|
46.4K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.31K+ 6.59% |
$374K - $498K
|
85.9K
$10.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.31K+ 35.46% |
$374K - $497K
|
20.3K
$2.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.29K+ 13.84% |
$372K - $495K
|
43.5K
$5.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
5.05K+ 60.42% |
$355K - $473K
|
13.4K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
4.99KNew |
$352K - $468K
|
4.99K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4.98KNew |
$350K - $466K
|
4.98K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
4.97KNew |
$350K - $465K
|
4.97K
$630K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.95KNew |
$348K - $463K
|
4.95K
$627K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.93KNew |
$347K - $462K
|
4.93K
$625K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.87K+ 65.79% |
$343K - $456K
|
12.3K
$1.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.82K+ 1.8% |
$339K - $451K
|
272K
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
4.8KNew |
$338K - $450K
|
4.8K
$609K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.79K+ 56.07% |
$337K - $448K
|
13.3K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.75KNew |
$335K - $445K
|
4.75K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.73K+ 33807.14% |
$333K - $443K
|
4.75K
$602K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4.72K+ 25.0% |
$333K - $442K
|
23.6K
$2.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.72K+ 7.96% |
$332K - $442K
|
64K
$8.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
4.63K+ 9.65% |
$326K - $434K
|
52.6K
$6.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4.62K+ 11.62% |
$325K - $432K
|
44.3K
$5.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
4.57K+ 38.39% |
$322K - $428K
|
16.5K
$2.09M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.56K+ 15.93% |
$321K - $427K
|
33.2K
$4.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.49KNew |
$316K - $421K
|
4.49K
$570K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.45K+ 3.25% |
$313K - $417K
|
141K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
4.42K+ 34.47% |
$311K - $414K
|
17.2K
$2.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.39KNew |
$309K - $411K
|
4.39K
$557K
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
4.3KNew |
$303K - $403K
|
4.3K
$545K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.29K+ 19.75% |
$302K - $401K
|
26K
$3.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.27KNew |
$301K - $400K
|
4.27K
$542K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.23K+ 65.62% |
$298K - $396K
|
10.7K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.17KNew |
$294K - $391K
|
4.17K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4.15KNew |
$292K - $388K
|
4.15K
$526K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.14K+ 32.03% |
$291K - $388K
|
17.1K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.1K+ 0.77% |
$289K - $384K
|
539K
$68.3M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.05K+ 5697.18% |
$285K - $379K
|
4.12K
$522K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
4.02K+ 173.01% |
$283K - $376K
|
6.34K
$804K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
4K+ 50.0% |
$282K - $375K
|
12K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.97KNew |
$279K - $372K
|
3.97K
$503K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
3.95KNew |
$278K - $370K
|
3.95K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
3.91K+ 2.46% |
$275K - $366K
|
163K
$20.6M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.91K+ 11.02% |
$275K - $366K
|
39.4K
$4.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.84K+ 2.73% |
$270K - $359K
|
145K
$18.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
3.81KNew |
$268K - $357K
|
3.81K
$483K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.8KNew |
$268K - $356K
|
3.8K
$482K
|