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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
902+ 12.63% |
$75.7K - $90.9K
|
8.05K
$1.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
901+ 266.57% |
$75.6K - $90.8K
|
1.24K
$158K
|
|
|
May 11, 2023
Q1 2023
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
900+ 20.22% |
$75.6K - $90.7K
|
5.35K
$684K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
895+ 0.93% |
$75.1K - $90.2K
|
97.6K
$12.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
892+ 2.63% |
$74.9K - $89.9K
|
34.9K
$4.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
889+ 20.25% |
$74.6K - $89.6K
|
5.28K
$675K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
889+ 13.47% |
$74.6K - $89.6K
|
7.49K
$958K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
888+ 149.75% |
$74.5K - $89.5K
|
1.48K
$189K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
887+ 15.18% |
$74.5K - $89.4K
|
6.73K
$860K
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
880+ 19.82% |
$73.9K - $88.7K
|
5.32K
$680K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
878+ 13.53% |
$73.7K - $88.5K
|
7.37K
$942K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
878+ 19.16% |
$73.7K - $88.5K
|
5.46K
$698K
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
873+ 20.27% |
$73.3K - $88K
|
5.18K
$662K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
873+ 20.27% |
$73.3K - $88K
|
5.18K
$662K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
869+ 16.12% |
$73K - $87.6K
|
6.26K
$800K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
862+ 12.22% |
$72.4K - $86.9K
|
7.92K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
858New |
$72K - $86.5K
|
858
$110K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
853+ 3.48% |
$71.6K - $86K
|
25.4K
$3.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
852+ 1.86% |
$71.5K - $85.9K
|
46.8K
$5.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
847+ 12.2% |
$71.1K - $85.4K
|
7.79K
$996K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
844+ 66.98% |
$70.9K - $85.1K
|
2.1K
$269K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
841+ 144.75% |
$70.6K - $84.8K
|
1.42K
$182K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
841+ 17.67% |
$70.6K - $84.8K
|
5.6K
$716K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
834+ 1.69% |
$70K - $84.1K
|
50.2K
$6.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
830+ 9.24% |
$69.7K - $83.7K
|
9.82K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
820+ 3.13% |
$68.8K - $82.7K
|
27K
$3.45M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
814+ 8.19% |
$68.3K - $82.1K
|
10.7K
$1.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
813+ 20.33% |
$68.3K - $82K
|
4.81K
$615K
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
806+ 0.07% |
$67.7K - $81.3K
|
1.18M
$151M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
800+ 2.41% |
$67.2K - $80.7K
|
34K
$4.35M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
793+ 6.64% |
$66.6K - $80K
|
12.7K
$1.63M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
783+ 14.02% |
$65.7K - $78.9K
|
6.37K
$814K
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
774+ 9.73% |
$65K - $78K
|
8.73K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
764+ 6.92% |
$64.1K - $77K
|
11.8K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
762+ 0.7% |
$64K - $76.8K
|
110K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
756+ 763.64% |
$63.5K - $76.2K
|
855
$109K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
748+ 0.22% |
$62.8K - $75.4K
|
344K
$44M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
743+ 7.84% |
$62.4K - $74.9K
|
10.2K
$1.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
740+ 0.14% |
$62.1K - $74.6K
|
541K
$69.1M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
728+ 14.11% |
$61.1K - $73.4K
|
5.89K
$753K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
727+ 4.66% |
$61K - $73.3K
|
16.3K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
702+ 1.91% |
$58.9K - $70.8K
|
37.5K
$4.79M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
701+ 8.85% |
$58.8K - $70.7K
|
8.63K
$1.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
700+ 15.94% |
$58.8K - $70.6K
|
5.09K
$651K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
674+ 10.52% |
$56.6K - $68K
|
7.08K
$905K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
666+ 2.36% |
$55.9K - $67.2K
|
28.9K
$3.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
664+ 20.07% |
$55.7K - $67K
|
3.97K
$508K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
660+ 3.47% |
$55.4K - $66.5K
|
19.7K
$2.52M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
659+ 23.85% |
$55.3K - $66.4K
|
3.42K
$438K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
655+ 2.92% |
$55K - $66K
|
23.1K
$2.95M
|