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 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.76K+ 18.86% |
$194K - $258K
|
17.4K
$2.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.76K+ 10.0% |
$194K - $258K
|
30.3K
$3.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.75K+ 91.77% |
$194K - $258K
|
5.75K
$729K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.73KNew |
$192K - $255K
|
2.73K
$346K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.72K+ 1.1% |
$192K - $255K
|
250K
$31.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$191K - $254K
|
2.72K
$344K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.7KNew |
$190K - $252K
|
2.7K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.69K+ 1.03% |
$190K - $252K
|
265K
$33.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.68KNew |
$189K - $251K
|
2.68K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.68K+ 22.39% |
$188K - $251K
|
14.6K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.66K+ 3.62% |
$188K - $250K
|
76.2K
$9.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.65K+ 15.7% |
$187K - $248K
|
19.5K
$2.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.65KNew |
$187K - $248K
|
2.65K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.63K+ 21.89% |
$185K - $247K
|
14.7K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.63KNew |
$185K - $247K
|
2.63K
$334K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.63K+ 6.59% |
$185K - $246K
|
42.5K
$5.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.63KNew |
$185K - $246K
|
2.63K
$333K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.58K+ 28.63% |
$182K - $242K
|
11.6K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.55K+ 69.63% |
$180K - $239K
|
6.22K
$788K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.54KNew |
$179K - $238K
|
2.54K
$322K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.54KNew |
$179K - $238K
|
2.54K
$322K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.53K+ 23.16% |
$178K - $237K
|
13.4K
$1.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.53KNew |
$178K - $237K
|
2.53K
$320K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.52KNew |
$178K - $236K
|
2.52K
$320K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
2.52K+ 11.27% |
$178K - $236K
|
24.9K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.52KNew |
$178K - $236K
|
2.52K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.51KNew |
$176K - $235K
|
2.51K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.5K+ 31.96% |
$176K - $234K
|
10.3K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$176K - $234K
|
2.5K
$317K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$176K - $234K
|
2.5K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.49KNew |
$175K - $233K
|
2.49K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.47KNew |
$174K - $231K
|
2.47K
$313K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.46KNew |
$173K - $230K
|
2.46K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.45KNew |
$172K - $229K
|
2.45K
$310K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2.43K+ 1465.66% |
$171K - $228K
|
2.6K
$330K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.43KNew |
$171K - $228K
|
2.43K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.43KNew |
$171K - $227K
|
2.43K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2.42KNew |
$171K - $227K
|
2.42K
$307K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.42K+ 33.17% |
$171K - $227K
|
9.72K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.41KNew |
$170K - $226K
|
2.41K
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.41KNew |
$170K - $226K
|
2.41K
$306K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.41K+ 2.29% |
$170K - $226K
|
108K
$13.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.41KNew |
$169K - $225K
|
2.41K
$305K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.4K+ 29.84% |
$169K - $225K
|
10.5K
$1.33M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.4K+ 29.84% |
$169K - $225K
|
10.5K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.4KNew |
$169K - $224K
|
2.4K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.4KNew |
$169K - $224K
|
2.4K
$304K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.37KNew |
$167K - $222K
|
2.37K
$301K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.37KNew |
$167K - $222K
|
2.37K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.36KNew |
$166K - $221K
|
2.36K
$300K
|