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 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
68+ 170.0% |
$5.71K - $6.86K
|
108
$13.8K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
66+ 1.99% |
$5.54K - $6.65K
|
3.39K
$433K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
65+ 1.89% |
$5.46K - $6.55K
|
3.51K
$448K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
65+ 0.79% |
$5.46K - $6.55K
|
8.32K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
64+ 139.13% |
$5.37K - $6.45K
|
110
$14.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
63+ 3.83% |
$5.29K - $6.35K
|
1.71K
$219K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
61+ 8.97% |
$5.12K - $6.15K
|
741
$94.7K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
61+ 1.14% |
$5.12K - $6.15K
|
5.4K
$690K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
59+ 23.6% |
$4.95K - $5.95K
|
309
$39.5K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
59+ 1.01% |
$4.95K - $5.95K
|
5.88K
$752K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
58New |
$4.87K - $5.85K
|
58
$7.42K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
55+ 76.39% |
$4.62K - $5.55K
|
127
$16.2K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
51New |
$4.28K - $5.14K
|
51
$6.52K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
50+ 100.0% |
$4.2K - $5.04K
|
100
$12.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 7.42% |
$4.2K - $5.04K
|
724
$92.6K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 5.41% |
$4.2K - $5.04K
|
975
$125K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
48New |
$4.03K - $4.84K
|
48
$6.14K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
46+ 1.71% |
$3.86K - $4.64K
|
2.74K
$351K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
46+ 0.72% |
$3.86K - $4.64K
|
6.48K
$828K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
44+ 0.18% |
$3.69K - $4.44K
|
23.9K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 100.0% |
$3.69K - $4.44K
|
88
$11.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
40+ 1.46% |
$3.36K - $4.03K
|
2.77K
$354K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
40+ 0.42% |
$3.36K - $4.03K
|
9.63K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
40+ 0.8% |
$3.36K - $4.03K
|
5.06K
$647K
|
|
|
May 19, 2023
Q1 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
40+ 0.21% |
$3.36K - $4.03K
|
19.1K
$2.44M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
39+ 1.6% |
$3.27K - $3.93K
|
2.47K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
39+ 0.03% |
$3.27K - $3.93K
|
133K
$17M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
38+ 1.26% |
$3.19K - $3.83K
|
3.06K
$391K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
38+ 0.58% |
$3.19K - $3.83K
|
6.6K
$844K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
37+ 0.54% |
$3.11K - $3.73K
|
6.91K
$883K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
37+ 0.88% |
$3.11K - $3.73K
|
4.23K
$540K
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
37+ 0.77% |
$3.11K - $3.73K
|
4.87K
$623K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36+ 2.77% |
$3.02K - $3.63K
|
1.34K
$171K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
35New |
$2.94K - $3.53K
|
35
$4.48K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
34+ 0.44% |
$2.85K - $3.43K
|
7.7K
$985K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
34+ 1.4% |
$2.85K - $3.43K
|
2.46K
$314K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
32+ 0.44% |
$2.69K - $3.23K
|
7.34K
$939K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
32+ 0.78% |
$2.69K - $3.23K
|
4.13K
$528K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
31New |
$2.6K - $3.13K
|
31
$3.96K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
29+ 0.78% |
$2.43K - $2.92K
|
3.73K
$477K
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
27+ 0.42% |
$2.27K - $2.72K
|
6.46K
$826K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
27+ 207.69% |
$2.27K - $2.72K
|
40
$5.11K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
26+ 0.87% |
$2.18K - $2.62K
|
3.02K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
26+ 0.59% |
$2.18K - $2.62K
|
4.43K
$566K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26+ 1.16% |
$2.18K - $2.62K
|
2.27K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
25+ 0.93% |
$2.1K - $2.52K
|
2.71K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
25+ 0.84% |
$2.1K - $2.52K
|
2.99K
$382K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
24+ 1200.0% |
$2.01K - $2.42K
|
26
$3.32K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
24+ 38.1% |
$2.01K - $2.42K
|
87
$11.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.54% |
$1.93K - $2.32K
|
4.28K
$547K
|