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
|
Profund Advisors LLC
|
BUY
|
- |
3.77K+ 26.03% |
$265K - $353K
|
18.2K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.76K+ 26.58% |
$265K - $352K
|
17.9K
$2.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.75K+ 80.39% |
$264K - $351K
|
8.42K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.66K+ 3.49% |
$258K - $343K
|
108K
$13.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.65KNew |
$257K - $342K
|
3.65K
$463K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.64K+ 3.73% |
$256K - $341K
|
101K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.62KNew |
$255K - $339K
|
3.62K
$458K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
3.55K+ 21.3% |
$250K - $332K
|
20.2K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.46K+ 2.32% |
$244K - $324K
|
153K
$19.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
3.45K+ 14.19% |
$243K - $323K
|
27.8K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.44K+ 11.36% |
$242K - $322K
|
33.7K
$4.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.43K+ 5.98% |
$242K - $322K
|
60.9K
$7.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.42KNew |
$241K - $321K
|
3.42K
$434K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.42KNew |
$241K - $320K
|
3.42K
$433K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.39K+ 23.56% |
$238K - $317K
|
17.8K
$2.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.38K+ 15.19% |
$238K - $316K
|
25.6K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
3.37KNew |
$237K - $315K
|
3.37K
$427K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3.34KNew |
$235K - $313K
|
3.34K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.28KNew |
$231K - $307K
|
3.28K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
3.19K+ 2.57% |
$224K - $298K
|
127K
$16.1M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.17K+ 46.92% |
$223K - $297K
|
9.92K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.16KNew |
$223K - $296K
|
3.16K
$401K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.16K+ 19.25% |
$222K - $296K
|
19.6K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.16K+ 1074.49% |
$222K - $296K
|
3.45K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
3.15KNew |
$222K - $295K
|
3.15K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.09KNew |
$217K - $289K
|
3.09K
$391K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.08KNew |
$217K - $288K
|
3.08K
$391K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.07K+ 32.1% |
$216K - $287K
|
12.6K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.06K+ 109.33% |
$215K - $287K
|
5.86K
$743K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.04KNew |
$214K - $284K
|
3.04K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
3.03K+ 13.54% |
$213K - $284K
|
25.4K
$3.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.03KNew |
$213K - $283K
|
3.03K
$384K
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.98KNew |
$210K - $279K
|
2.98K
$378K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.97KNew |
$209K - $278K
|
2.97K
$376K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.94K+ 76.69% |
$207K - $276K
|
6.78K
$859K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.94K+ 6.14% |
$207K - $275K
|
50.8K
$6.44M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.93K+ 9.14% |
$206K - $275K
|
35K
$4.44M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.9KNew |
$204K - $272K
|
2.9K
$368K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
2.88K+ 46.0% |
$202K - $269K
|
9.13K
$1.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.86KNew |
$201K - $268K
|
2.86K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.82KNew |
$198K - $264K
|
2.82K
$357K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.8K+ 230.97% |
$197K - $263K
|
4.02K
$509K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.8K+ 191.66% |
$197K - $262K
|
4.26K
$541K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.8KNew |
$197K - $262K
|
2.8K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.8KNew |
$197K - $262K
|
2.8K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.79K+ 1.72% |
$196K - $261K
|
165K
$20.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.79KNew |
$196K - $261K
|
2.79K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.78KNew |
$196K - $260K
|
2.78K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.77K+ 3.45% |
$195K - $260K
|
83.2K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.76K+ 9.69% |
$194K - $259K
|
31.3K
$3.96M
|