Purchases and Sales Made in Q3 2023 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
17.7K+ 22.33% |
$1.45M - $1.68M
|
97K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
17.6K+ 12.44% |
$1.44M - $1.67M
|
159K
$21.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 5.29% |
$1.42M - $1.65M
|
346K
$47.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
16.5KNew |
$1.35M - $1.56M
|
16.5K
$2.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.3K+ 10.59% |
$1.33M - $1.54M
|
170K
$23.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
16.1KNew |
$1.32M - $1.53M
|
16.1K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
15.7K+ 49.06% |
$1.29M - $1.49M
|
47.8K
$6.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.7K+ 2.45% |
$1.28M - $1.49M
|
655K
$90M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
15.2KNew |
$1.24M - $1.44M
|
15.2K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.2K+ 37.85% |
$1.24M - $1.44M
|
55.4K
$7.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
15KNew |
$1.22M - $1.42M
|
15K
$2.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
14.9K+ 6.02% |
$1.22M - $1.41M
|
262K
$36M
|
|
|
Nov 13, 2023
Q3 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
14.8K+ 38.4% |
$1.21M - $1.4M
|
53.3K
$7.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
14.8K+ 176.95% |
$1.2M - $1.4M
|
23.1K
$3.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
14.6K+ 3.15% |
$1.19M - $1.38M
|
477K
$65.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5K+ 3.34% |
$1.19M - $1.37M
|
449K
$61.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
14.3K+ 509.93% |
$1.17M - $1.35M
|
17.1K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
14.2KNew |
$1.16M - $1.34M
|
14.2K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
14.1K+ 0.89% |
$1.15M - $1.33M
|
1.59M
$218M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
14K+ 2.45% |
$1.15M - $1.33M
|
586K
$80.5M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.9K+ 0.7% |
$1.13M - $1.31M
|
2M
$274M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.6KNew |
$1.11M - $1.28M
|
13.6K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.3K+ 25.21% |
$1.09M - $1.26M
|
66.3K
$9.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.3K+ 14.51% |
$1.09M - $1.26M
|
105K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13.2K+ 30.93% |
$1.08M - $1.25M
|
56.1K
$7.7M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13.2K+ 30.93% |
$1.08M - $1.25M
|
56.1K
$7.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
13.2KNew |
$1.07M - $1.25M
|
13.2K
$1.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.1K+ 16.64% |
$1.07M - $1.24M
|
92K
$12.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
12.9K+ 2.45% |
$1.05M - $1.22M
|
539K
$74M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.9K+ 170.11% |
$1.05M - $1.22M
|
20.4K
$2.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.8K+ 33.07% |
$1.05M - $1.21M
|
51.6K
$7.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
12.7K+ 34.47% |
$1.03M - $1.2M
|
49.4K
$6.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
12.6KNew |
$1.03M - $1.19M
|
12.6K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
12.5K+ 158.68% |
$1.02M - $1.18M
|
20.4K
$2.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.4K+ 8.02% |
$1.01M - $1.18M
|
167K
$23M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.3KNew |
$1M - $1.16M
|
12.3K
$1.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12.1K+ 11.51% |
$992K - $1.15M
|
118K
$16.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
12.1K+ 4.33% |
$990K - $1.15M
|
292K
$40.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.9K+ 7.54% |
$973K - $1.13M
|
170K
$23.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
11.9KNew |
$973K - $1.13M
|
11.9K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
11.8KNew |
$964K - $1.12M
|
11.8K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
11.8K+ 244.89% |
$963K - $1.12M
|
16.6K
$2.28M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.5K+ 81.01% |
$942K - $1.09M
|
25.8K
$3.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
11.5K+ 11.39% |
$941K - $1.09M
|
113K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.4K+ 31.81% |
$933K - $1.08M
|
47.3K
$6.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
10.8KNew |
$881K - $1.02M
|
10.8K
$1.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
10.4K+ 2.98% |
$853K - $989K
|
361K
$49.6M
|
|
|
Nov 14, 2023
Q3 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
10.4K+ 367.5% |
$852K - $988K
|
13.3K
$1.82M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.3K+ 55.96% |
$839K - $973K
|
28.7K
$3.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
10.2K+ 2.43% |
$829K - $961K
|
428K
$58.8M
|