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
|
Occidental Asset Management, LLC
|
BUY
|
- |
253+ 0.82% |
$21.2K - $25.5K
|
31.3K
$4M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
247+ 138.76% |
$20.7K - $24.9K
|
425
$54.3K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
245+ 2.07% |
$20.6K - $24.7K
|
12.1K
$1.54M
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
242+ 9.79% |
$20.3K - $24.4K
|
2.71K
$347K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
242+ 6.91% |
$20.3K - $24.4K
|
3.75K
$479K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
241+ 4.99% |
$20.2K - $24.3K
|
5.07K
$648K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
239+ 4.54% |
$20.1K - $24.1K
|
5.51K
$704K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
236+ 2.39% |
$19.8K - $23.8K
|
10.1K
$1.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
234+ 3.52% |
$19.6K - $23.6K
|
6.89K
$881K
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
234+ 4.07% |
$19.6K - $23.6K
|
5.98K
$765K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
225+ 208.33% |
$18.9K - $22.7K
|
333
$42.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
220New |
$18.5K - $22.2K
|
220
$28.1K
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
220+ 7.41% |
$18.5K - $22.2K
|
3.19K
$408K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
218+ 7.79% |
$18.3K - $22K
|
3.02K
$385K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
218+ 0.71% |
$18.3K - $22K
|
31K
$3.96M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
211+ 13.41% |
$17.7K - $21.3K
|
1.79K
$228K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
211+ 10.61% |
$17.7K - $21.3K
|
2.2K
$281K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
210+ 5.01% |
$17.6K - $21.2K
|
4.4K
$562K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
210+ 5.66% |
$17.6K - $21.2K
|
3.92K
$501K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
205+ 3.25% |
$17.2K - $20.7K
|
6.52K
$834K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
200+ 4.38% |
$16.8K - $20.2K
|
4.76K
$609K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$16.8K - $20.2K
|
200
$25.6K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
196+ 3.3% |
$16.5K - $19.8K
|
6.13K
$784K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
193+ 103.21% |
$16.2K - $19.5K
|
380
$48.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
190New |
$16K - $19.2K
|
190
$24.3K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
186+ 0.63% |
$15.6K - $18.8K
|
29.8K
$3.81M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
185+ 5.7% |
$15.5K - $18.7K
|
3.43K
$439K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
185+ 4.97% |
$15.5K - $18.7K
|
3.91K
$500K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
180+ 1.62% |
$15.1K - $18.1K
|
11.3K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
176+ 7.34% |
$14.8K - $17.7K
|
2.57K
$329K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
174+ 2.48% |
$14.6K - $17.5K
|
7.2K
$920K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
172+ 1.62% |
$14.4K - $17.3K
|
10.8K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
169+ 0.22% |
$14.2K - $17K
|
76.3K
$9.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
168+ 1.1% |
$14.1K - $16.9K
|
15.5K
$1.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
168+ 5.31% |
$14.1K - $16.9K
|
3.33K
$426K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
168+ 48.0% |
$14.1K - $16.9K
|
518
$66.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
166+ 0.77% |
$13.9K - $16.7K
|
21.6K
$2.76M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
161+ 4.05% |
$13.5K - $16.2K
|
4.14K
$529K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
161New |
$13.5K - $16.2K
|
161
$20.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
160+ 0.85% |
$13.4K - $16.1K
|
18.9K
$2.42M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
159+ 4.97% |
$13.3K - $16K
|
3.36K
$429K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
151+ 3.61% |
$12.7K - $15.2K
|
4.34K
$555K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
150+ 0.45% |
$12.6K - $15.1K
|
33.2K
$4.25M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
140New |
$11.8K - $14.1K
|
140
$17.9K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
140+ 3.58% |
$11.8K - $14.1K
|
4.05K
$518K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
139+ 0.16% |
$11.7K - $14K
|
85K
$10.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
138+ 3.65% |
$11.6K - $13.9K
|
3.92K
$501K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
137+ 0.84% |
$11.5K - $13.8K
|
16.5K
$2.12M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
136+ 3.52% |
$11.4K - $13.7K
|
4K
$512K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
136+ 0.71% |
$11.4K - $13.7K
|
19.2K
$2.45M
|