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
Apr 18, 2023 Q1 2023
Assenagon Asset Management S.A.

BUY
 -
132
+ 0.23%
$11.1K - $13.3K
56.9K $7.28M
May 16, 2023 Q1 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
132
+ 240.0%
$11.1K - $13.3K
187 $23.9K
May 11, 2023 Q1 2023
X Square Capital, LLC

BUY
 -
131
+ 2.65%
$11K - $13.2K
5.07K $648K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
129
+ 1075.0%
$10.8K - $13K
141 $18K
May 12, 2023 Q1 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
126
+ 1.99%
$10.6K - $12.7K
6.45K $824K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
125
+ 2.1%
$10.5K - $12.6K
6.07K $776K
Apr 25, 2023 Q1 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
124
+ 3.82%
$10.4K - $12.5K
3.37K $431K
Oct 28, 2024 Q1 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
123
+ 151.85%
$10.3K - $12.4K
204 $26.1K
May 12, 2023 Q1 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
119
+ 3.71%
$9.99K - $12K
3.33K $426K
Apr 07, 2023 Q1 2023
General Partner, Inc.

Pittsburgh, PA
BUY
 -
117
New
$9.82K - $11.8K
117 $15K
May 11, 2023 Q1 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
116
+ 0.73%
$9.74K - $11.7K
15.9K $2.03M
Apr 13, 2023 Q1 2023
Ivc Wealth Advisors LLC

BUY
 -
113
+ 4.64%
$9.49K - $11.4K
2.55K $326K
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

BUY
 -
113
+ 0.71%
$9.49K - $11.4K
16K $2.04M
May 04, 2023 Q1 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
113
New
$9.49K - $11.4K
113 $14.4K
Apr 25, 2023 Q1 2023
Amplius Wealth Advisors, LLC

BUY
 -
112
+ 2.9%
$9.4K - $11.3K
3.98K $509K
Apr 25, 2023 Q1 2023
Schear Investment Advisers, LLC

Cincinnati, OH
BUY
 -
111
+ 0.74%
$9.32K - $11.2K
15.2K $1.94M
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
111
+ 9.82%
$9.32K - $11.2K
1.24K $159K
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
111
+ 15.81%
$9.32K - $11.2K
813 $104K
Apr 21, 2023 Q1 2023
Eads & Heald Wealth Management

BUY
 -
110
+ 2.55%
$9.23K - $11.1K
4.42K $566K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
108
+ 5.67%
$9.07K - $10.9K
2.01K $257K
Apr 21, 2023 Q1 2023
Am Investment Strategies LLC

BUY
 -
107
+ 0.66%
$8.98K - $10.8K
16.3K $2.08M
May 15, 2024 Q1 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
106
+ 10.77%
$8.9K - $10.7K
1.09K $139K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
104
+ 6.66%
$8.73K - $10.5K
1.67K $213K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
103
+ 15.19%
$8.65K - $10.4K
781 $99.9K
Apr 21, 2023 Q1 2023
Eagle Strategies LLC

New York, NY
BUY
 -
102
+ 4.03%
$8.56K - $10.3K
2.63K $337K
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
100
+ 1.96%
$8.4K - $10.1K
5.2K $664K
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
98
+ 0.11%
$8.23K - $9.88K
90.1K $11.5M
May 09, 2023 Q1 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
98
+ 3.46%
$8.23K - $9.88K
2.93K $375K
May 11, 2023 Q1 2023
Ironwood Investment Counsel, LLC

BUY
 -
97
+ 0.68%
$8.14K - $9.78K
14.4K $1.85M
May 12, 2023 Q1 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
97
+ 0.42%
$8.14K - $9.78K
23.2K $2.96M
Apr 24, 2023 Q1 2023
Paces Ferry Wealth Advisors, LLC

BUY
 -
96
+ 2.7%
$8.06K - $9.68K
3.65K $466K
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
94
+ 3.03%
$7.89K - $9.48K
3.2K $409K
May 04, 2023 Q1 2023
Hyman Charles D

BUY
 -
93
+ 1.31%
$7.81K - $9.38K
7.17K $917K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
91
+ 2.96%
$7.64K - $9.18K
3.17K $405K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
91
+ 4.95%
$7.64K - $9.18K
1.93K $247K
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
86
+ 37.23%
$7.22K - $8.67K
317 $40.5K
May 10, 2023 Q1 2023
Waddell & Associates, LLC

BUY
 -
83
+ 1.96%
$6.97K - $8.37K
4.32K $552K
Apr 11, 2023 Q1 2023
Wedge Capital Management L L P

BUY
 -
80
+ 3.0%
$6.72K - $8.07K
2.75K $352K
Apr 19, 2023 Q1 2023
Manchester Financial Inc

BUY
 -
80
+ 2.54%
$6.72K - $8.07K
3.23K $413K
Apr 18, 2023 Q1 2023
First Hawaiian Bank

BUY
 -
76
+ 0.15%
$6.38K - $7.66K
49.9K $6.38M
Apr 14, 2023 Q1 2023
Piscataqua Savings Bank

BUY
 -
75
+ 5.13%
$6.3K - $7.56K
1.54K $197K
May 02, 2023 Q1 2023
Nbt Bank N A

BUY
 -
75
+ 2.32%
$6.3K - $7.56K
3.31K $423K
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
74
+ 4.3%
$6.21K - $7.46K
1.8K $230K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
72
+ 1.4%
$6.04K - $7.26K
5.23K $668K
Apr 28, 2023 Q1 2023
Lansing Street Advisors

BUY
 -
71
+ 0.62%
$5.96K - $7.16K
11.5K $1.47M
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
70
New
$5.88K - $7.06K
70 $8.95K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
70
+ 9.36%
$5.88K - $7.06K
818 $105K
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
69
+ 2.96%
$5.79K - $6.96K
2.4K $307K
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
68
+ 0.57%
$5.71K - $6.86K
12K $1.53M

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