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 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
648New |
$54.4K - $65.3K
|
648
$82.9K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
644+ 1.68% |
$54.1K - $64.9K
|
39.1K
$4.99M
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
637New |
$53.5K - $64.2K
|
637
$81.4K
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
634+ 2.56% |
$53.2K - $63.9K
|
25.4K
$3.25M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
633+ 1.39% |
$53.1K - $63.8K
|
46.1K
$5.89M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
633+ 12.05% |
$53.1K - $63.8K
|
5.89K
$752K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
631+ 1.56% |
$53K - $63.6K
|
41.2K
$5.27M
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
624+ 6.5% |
$52.4K - $62.9K
|
10.2K
$1.31M
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
616+ 16.61% |
$51.7K - $62.1K
|
4.33K
$553K
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
610+ 3.9% |
$51.2K - $61.5K
|
16.2K
$2.08M
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
607+ 1556.41% |
$51K - $61.2K
|
646
$82.6K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
600+ 422.54% |
$50.4K - $60.5K
|
742
$94.9K
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
600+ 0.82% |
$50.4K - $60.5K
|
74K
$9.46M
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.27% |
$50.4K - $60.5K
|
220K
$28.1M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
594+ 7.64% |
$49.9K - $59.9K
|
8.37K
$1.07M
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
584+ 9.0% |
$49K - $58.9K
|
7.07K
$904K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
580+ 1.83% |
$48.7K - $58.5K
|
32.2K
$4.12M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
571New |
$47.9K - $57.6K
|
571
$73K
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
560+ 280.0% |
$47K - $56.5K
|
760
$97.2K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
557+ 19.91% |
$46.8K - $56.2K
|
3.36K
$429K
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
556New |
$46.7K - $56.1K
|
556
$71.1K
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
550+ 36.57% |
$46.2K - $55.5K
|
2.05K
$263K
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
549+ 7.79% |
$46.1K - $55.4K
|
7.6K
$971K
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
548+ 1.5% |
$46K - $55.3K
|
37.2K
$4.76M
|
|
May 11, 2023
Q1 2023
|
Paralel Advisors LLC
|
BUY
|
- |
546+ 2.7% |
$45.8K - $55.1K
|
20.8K
$2.66M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
536+ 26.27% |
$45K - $54K
|
2.58K
$329K
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
530+ 0.21% |
$44.5K - $53.4K
|
252K
$32.2M
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
523+ 3.58% |
$43.9K - $52.7K
|
15.1K
$1.93M
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
523+ 0.22% |
$43.9K - $52.7K
|
235K
$30.1M
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
510+ 3.18% |
$42.8K - $51.4K
|
16.5K
$2.11M
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
508+ 4.71% |
$42.6K - $51.2K
|
11.3K
$1.44M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
508+ 7.6% |
$42.6K - $51.2K
|
7.2K
$920K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
506+ 14.71% |
$42.5K - $51K
|
3.95K
$505K
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
504+ 10.07% |
$42.3K - $50.8K
|
5.51K
$704K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 0.14% |
$42K - $50.4K
|
359K
$45.9M
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
499+ 4.07% |
$41.9K - $50.3K
|
12.7K
$1.63M
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
485+ 0.94% |
$40.7K - $48.9K
|
51.8K
$6.62M
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
484+ 4.17% |
$40.6K - $48.8K
|
12.1K
$1.54M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
477+ 8.85% |
$40K - $48.1K
|
5.87K
$750K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
476+ 12.43% |
$40K - $48K
|
4.3K
$550K
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
475+ 18.55% |
$39.9K - $47.9K
|
3.04K
$388K
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
466+ 0.22% |
$39.1K - $47K
|
214K
$27.4M
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
465+ 0.62% |
$39K - $46.9K
|
75.1K
$9.6M
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
465+ 0.66% |
$39K - $46.9K
|
70.6K
$9.03M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
464+ 6.87% |
$39K - $46.8K
|
7.21K
$922K
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
462+ 8.38% |
$38.8K - $46.6K
|
5.98K
$764K
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
462+ 1.15% |
$38.8K - $46.6K
|
40.6K
$5.19M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
461+ 2.12% |
$38.7K - $46.5K
|
22.2K
$2.84M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
458+ 12.35% |
$38.4K - $46.2K
|
4.17K
$533K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
458+ 12.35% |
$38.4K - $46.2K
|
4.17K
$533K
|