Purchases and Sales Made in Q1 2023 in Morgan Stanley (MS)

MS Quotes by TradingView

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 09, 2023 Q1 2023
Todd Asset Management LLC

BUY
 -
454
+ 0.09%
$38.1K - $45.8K
508K $65M
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
452
+ 3.43%
$37.9K - $45.6K
13.6K $1.74M
Apr 25, 2023 Q1 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
450
+ 2.05%
$37.8K - $45.4K
22.4K $2.86M
Apr 19, 2023 Q1 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
437
+ 4.81%
$36.7K - $44.1K
9.51K $1.22M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
436
+ 3.79%
$36.6K - $44K
11.9K $1.53M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
426
+ 0.56%
$35.8K - $43K
76.8K $9.82M
Apr 12, 2023 Q1 2023
Fny Investment Advisers, LLC

BUY
 -
417
New
$35K - $42K
417 $53.3K
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
415
+ 13.72%
$34.8K - $41.8K
3.44K $440K
May 15, 2023 Q1 2023
Garner Asset Management Corp

BUY
 -
406
+ 4.17%
$34.1K - $40.9K
10.2K $1.3M
May 15, 2023 Q1 2023
Lavaca Capital LLC

Houston, TX
BUY
 -
400
+ 7.09%
$33.6K - $40.3K
6.04K $773K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
396
+ 8.07%
$33.2K - $39.9K
5.3K $678K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
392
New
$32.9K - $39.5K
392 $50.1K
May 08, 2023 Q1 2023
Evoke Wealth, LLC

BUY
 -
391
+ 7.31%
$32.8K - $39.4K
5.74K $734K
May 16, 2023 Q1 2023
Cim Investment Management Inc

Pittsburgh, PA
BUY
 -
382
+ 4.88%
$32.1K - $38.5K
8.21K $1.05M
Apr 25, 2023 Q1 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
380
+ 15.56%
$31.9K - $38.3K
2.82K $361K
May 15, 2023 Q1 2023
Crawford Investment Counsel Inc

Atlanta, GA
BUY
 -
361
+ 12.08%
$30.3K - $36.4K
3.35K $428K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
359
+ 3.0%
$30.1K - $36.2K
12.3K $1.58M
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
357
+ 2.97%
$30K - $36K
12.4K $1.58M
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

BUY
 -
350
+ 897.44%
$29.4K - $35.3K
389 $49.7K
May 01, 2023 Q1 2023
Blue Chip Partners, Inc.

BUY
 -
350
+ 0.13%
$29.4K - $35.3K
264K $33.7M
May 10, 2023 Q1 2023
Argent Capital Management LLC

BUY
 -
344
+ 0.13%
$28.9K - $34.7K
270K $34.5M
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
337
+ 14.73%
$28.3K - $34K
2.63K $336K
Jul 18, 2023 Q1 2023
Integrated Investment Consultants, LLC

BUY
 -
337
+ 9.21%
$28.3K - $34K
4K $511K
May 09, 2023 Q1 2023
Convergence Investment Partners, LLC

BUY
 -
335
+ 1.46%
$28.1K - $33.8K
23.4K $2.99M
May 02, 2023 Q1 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
334
+ 14.22%
$28K - $33.7K
2.68K $343K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
326
+ 6.49%
$27.4K - $32.9K
5.35K $684K
May 04, 2023 Q1 2023
Intrust Bank Na

Wichita, KS
BUY
 -
324
+ 1.84%
$27.2K - $32.7K
18K $2.3M
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
320
+ 5.21%
$26.9K - $32.3K
6.46K $826K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
319
+ 2.09%
$26.8K - $32.2K
15.6K $1.99M
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

BUY
 -
318
+ 1.75%
$26.7K - $32.1K
18.5K $2.37M
Apr 17, 2023 Q1 2023
Burns J W & CO Inc

BUY
 -
316
+ 0.4%
$26.5K - $31.9K
80.1K $10.2M
May 11, 2023 Q1 2023
Abbrea Capital, LLC

BUY
 -
315
+ 2.58%
$26.4K - $31.8K
12.5K $1.6M
May 10, 2023 Q1 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
310
+ 48.44%
$26K - $31.3K
950 $121K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
309
+ 2.03%
$25.9K - $31.2K
15.5K $1.99M
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
300
+ 2.57%
$25.2K - $30.2K
12K $1.53M
May 05, 2023 Q1 2023
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
300
New
$25.2K - $30.2K
300 $38.4K
May 09, 2023 Q1 2023
Beta Wealth Group, Inc.

BUY
 -
300
+ 6.52%
$25.2K - $30.2K
4.9K $627K
May 15, 2023 Q1 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
296
+ 9.13%
$24.8K - $29.8K
3.54K $452K
Apr 21, 2023 Q1 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
293
+ 2.89%
$24.6K - $29.5K
10.4K $1.33M
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
288
+ 0.45%
$24.2K - $29K
63.6K $8.13M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
287
+ 1.3%
$24.1K - $28.9K
22.3K $2.85M
May 03, 2023 Q1 2023
River Street Advisors LLC

Aurora, IL
BUY
 -
286
+ 1.99%
$24K - $28.8K
14.6K $1.87M
Apr 21, 2023 Q1 2023
West Oak Capital, LLC

BUY
 -
280
+ 3.68%
$23.5K - $28.2K
7.89K $1.01M
May 05, 2023 Q1 2023
Transatlantique Private Wealth LLC

BUY
 -
277
+ 4.36%
$23.3K - $27.9K
6.62K $847K
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

BUY
 -
275
+ 2.76%
$23.1K - $27.7K
10.3K $1.31M
Apr 26, 2023 Q1 2023
Arlington Partners LLC

BUY
 -
274
+ 1611.76%
$23K - $27.6K
291 $37.2K
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
274
+ 0.16%
$23K - $27.6K
172K $22M
May 05, 2023 Q1 2023
Hoyle Cohen, LLC

BUY
 -
270
+ 7.0%
$22.7K - $27.2K
4.13K $528K
Apr 20, 2023 Q1 2023
Sage Rhino Capital LLC

BUY
 -
253
+ 2.68%
$21.2K - $25.5K
9.69K $1.24M

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