Purchases and Sales Made in Q1 2023 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
19.4MNew |
$1.63B - $1.96B
|
19.4M
$2.5B
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
12.3M+ 114.76% |
$1.03B - $1.24B
|
23.1M
$2.97B
|
|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
10.4MNew |
$877M - $1.05B
|
10.4M
$1.34B
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.77M+ 22.28% |
$400M - $481M
|
26.2M
$3.37B
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.11M+ 0.0% |
$345M - $414M
|
4.11M
$529M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.81M+ 23.17% |
$236M - $284M
|
15M
$1.92B
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.12M+ 4.66% |
$178M - $214M
|
47.7M
$6.13B
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.95M+ 20.21% |
$164M - $197M
|
11.6M
$1.49B
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.26M+ 8.37% |
$106M - $127M
|
16.4M
$2.1B
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
914K+ 1852.96% |
$76.8M - $92.2M
|
964K
$124M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
913K+ 1.99% |
$76.7M - $92.1M
|
46.9M
$6.03B
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
881K+ 8600.9% |
$74M - $88.9M
|
892K
$115M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
741K+ 3169.36% |
$62.2M - $74.7M
|
764K
$98.3M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
727K+ 3.34% |
$61M - $73.3M
|
22.5M
$2.89B
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
709K+ 23.92% |
$59.6M - $71.5M
|
3.67M
$473M
|
|
|
Apr 27, 2023
Q1 2023
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
709KNew |
$59.5M - $71.5M
|
709K
$91.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
686K+ 12.03% |
$57.6M - $69.2M
|
6.39M
$822M
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
658K+ 29.1% |
$55.2M - $66.3M
|
2.92M
$375M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
615K+ 237.8% |
$51.6M - $62M
|
873K
$112M
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
615K+ 1.29% |
$51.6M - $62M
|
48.3M
$6.21B
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
563KNew |
$47.2M - $56.7M
|
563K
$72.4M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
555K+ 114.96% |
$46.6M - $56M
|
1.04M
$134M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
461K+ 53.22% |
$38.7M - $46.5M
|
1.33M
$171M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
428K+ 47.55% |
$35.9M - $43.2M
|
1.33M
$171M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
417KNew |
$35M - $42.1M
|
417K
$53.7M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
382K+ 127.77% |
$32.1M - $38.5M
|
681K
$87.6M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
355K+ 53.8% |
$29.8M - $35.8M
|
1.01M
$130M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
343K+ 1.81% |
$28.8M - $34.5M
|
19.3M
$2.48B
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
336KNew |
$28.2M - $33.8M
|
336K
$43.2M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
310KNew |
$26.1M - $31.3M
|
310K
$39.9M
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
299K+ 8209.38% |
$25.1M - $30.1M
|
302K
$38.9M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
291K+ 3.01% |
$24.4M - $29.3M
|
9.95M
$1.28B
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
267K+ 9.81% |
$22.4M - $26.9M
|
2.99M
$384M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
246K+ 23.76% |
$20.7M - $24.8M
|
1.28M
$165M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
246K+ 17.26% |
$20.7M - $24.8M
|
1.67M
$215M
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
242K+ 213.1% |
$20.3M - $24.4M
|
355K
$45.7M
|
|
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
238K+ 369.01% |
$20M - $24M
|
303K
$38.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
226K+ 38.92% |
$19M - $22.8M
|
806K
$104M
|
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
198K+ 139.15% |
$16.6M - $19.9M
|
339K
$43.7M
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
193K+ 9640.83% |
$16.2M - $19.5M
|
195K
$25.1M
|
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
159K+ 53.93% |
$13.4M - $16.1M
|
455K
$58.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
130K+ 29.95% |
$10.9M - $13.1M
|
564K
$72.6M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
129K+ 30.92% |
$10.8M - $13M
|
547K
$70.3M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
126K+ 64.57% |
$10.6M - $12.7M
|
322K
$41.4M
|
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
124KNew |
$10.4M - $12.5M
|
124K
$15.9M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
116K+ 32.58% |
$9.73M - $11.7M
|
472K
$60.7M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
114K+ 98.07% |
$9.57M - $11.5M
|
230K
$29.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
110KNew |
$9.27M - $11.1M
|
110K
$14.2M
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
110K+ 13.26% |
$9.24M - $11.1M
|
940K
$121M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
106K+ 621.07% |
$8.92M - $10.7M
|
123K
$15.9M
|