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
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$165K - $220K
|
2.35K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.33KNew |
$164K - $218K
|
2.33K
$295K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.32K+ 14.69% |
$164K - $218K
|
18.1K
$2.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.31KNew |
$162K - $216K
|
2.31K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.3KNew |
$162K - $215K
|
2.3K
$291K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.3K+ 2.84% |
$162K - $215K
|
83.2K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.29KNew |
$161K - $214K
|
2.29K
$290K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.29KNew |
$161K - $214K
|
2.29K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.29KNew |
$161K - $214K
|
2.29K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.29KNew |
$161K - $214K
|
2.29K
$290K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.27KNew |
$160K - $213K
|
2.27K
$288K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.27KNew |
$160K - $212K
|
2.27K
$287K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.27KNew |
$160K - $212K
|
2.27K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.25KNew |
$158K - $211K
|
2.25K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
2.25KNew |
$158K - $210K
|
2.25K
$285K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.24KNew |
$158K - $210K
|
2.24K
$284K
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
2.24KNew |
$158K - $210K
|
2.24K
$284K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
$158K - $210K
|
2.24K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.24KNew |
$158K - $210K
|
2.24K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.24K+ 0.6% |
$158K - $210K
|
378K
$48M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.23KNew |
$157K - $209K
|
2.23K
$283K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
2.23KNew |
$157K - $209K
|
2.23K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.23KNew |
$157K - $209K
|
2.23K
$283K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.22KNew |
$156K - $208K
|
2.22K
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.22K+ 0.92% |
$156K - $208K
|
243K
$30.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
2.21KNew |
$156K - $207K
|
2.21K
$280K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.21KNew |
$155K - $207K
|
2.21K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
2.2KNew |
$155K - $206K
|
2.2K
$279K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.2KNew |
$155K - $206K
|
2.2K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.19KNew |
$154K - $205K
|
2.19K
$278K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.18KNew |
$154K - $204K
|
2.18K
$277K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
2.18KNew |
$153K - $204K
|
2.18K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.18KNew |
$153K - $204K
|
2.18K
$276K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.15KNew |
$152K - $202K
|
2.15K
$273K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.15KNew |
$151K - $201K
|
2.15K
$272K
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
2.14K+ 14.68% |
$151K - $201K
|
16.7K
$2.12M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.1K+ 9.97% |
$148K - $197K
|
23.2K
$2.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.1K+ 13.04% |
$148K - $197K
|
18.2K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.09K+ 10.42% |
$147K - $195K
|
22.1K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.08K+ 36.21% |
$147K - $195K
|
7.83K
$993K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.08KNew |
$146K - $195K
|
2.08K
$263K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.08K+ 25.91% |
$146K - $194K
|
10.1K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.05K+ 12.43% |
$144K - $192K
|
18.6K
$2.35M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.04KNew |
$144K - $191K
|
2.04K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.03K+ 4.63% |
$143K - $190K
|
45.9K
$5.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
1.97K+ 6.69% |
$139K - $185K
|
31.5K
$3.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.97KNew |
$138K - $184K
|
1.97K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.96K+ 69.72% |
$138K - $183K
|
4.77K
$605K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.93KNew |
$136K - $181K
|
1.93K
$244K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.93K+ 1.94% |
$136K - $180K
|
101K
$12.8M
|