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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
23+ 0.02% |
$1.93K - $2.32K
|
102K
$13.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
21New |
$1.76K - $2.12K
|
21
$2.69K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
20+ 2.71% |
$1.68K - $2.02K
|
758
$96.9K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
20+ 20.0% |
$1.68K - $2.02K
|
120
$15.3K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
20New |
$1.68K - $2.02K
|
20
$2.56K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19+ 0.04% |
$1.6K - $1.92K
|
42.8K
$5.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 0.41% |
$1.51K - $1.81K
|
4.4K
$562K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.37% |
$1.43K - $1.71K
|
1.26K
$161K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 8.37% |
$1.43K - $1.71K
|
220
$28.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 4.22% |
$1.34K - $1.61K
|
395
$50.5K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
16+ 0.52% |
$1.34K - $1.61K
|
3.11K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
16+ 0.14% |
$1.34K - $1.61K
|
11.7K
$1.49M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
15+ 0.71% |
$1.26K - $1.51K
|
2.12K
$271K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
15+ 0.31% |
$1.26K - $1.51K
|
4.88K
$624K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15+ 0.85% |
$1.26K - $1.51K
|
1.79K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
14+ 0.02% |
$1.18K - $1.41K
|
62.7K
$8.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
13+ 24.53% |
$1.09K - $1.31K
|
66
$8.44K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
13+ 0.11% |
$1.09K - $1.31K
|
11.4K
$1.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.25% |
$1.01K - $1.21K
|
4.8K
$613K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
12+ 0.18% |
$1.01K - $1.21K
|
6.58K
$841K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
12New |
$1.01K - $1.21K
|
12
$1.53K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12New |
$1.01K - $1.21K
|
12
$1.53K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
11+ 0.8% |
$923 - $1.11K
|
1.39K
$178K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
11+ 0.24% |
$923 - $1.11K
|
4.5K
$576K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
11+ 1100.0% |
$923 - $1.11K
|
12
$1.53K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
9+ 0.2% |
$756 - $907
|
4.41K
$564K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
9+ 0.79% |
$756 - $907
|
1.14K
$146K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.8% |
$672 - $807
|
1.01K
$130K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7+ 0.27% |
$588 - $706
|
2.64K
$337K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 9.33% |
$588 - $706
|
82
$10.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
6+ 0.55% |
$504 - $605
|
1.1K
$141K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6+ 1.91% |
$504 - $605
|
320
$40.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
6+ 0.04% |
$504 - $605
|
16.9K
$2.16M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
6+ 0.05% |
$504 - $605
|
11.3K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6+ 1.18% |
$504 - $605
|
515
$65.8K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
6+ 0.63% |
$504 - $605
|
959
$123K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
5+ 0.52% |
$420 - $504
|
975
$125K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5+ 0.64% |
$420 - $504
|
786
$100K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5+ 0.13% |
$420 - $504
|
3.9K
$499K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5New |
$420 - $504
|
5
$639
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.09% |
$420 - $504
|
5.72K
$732K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5+ 0.23% |
$420 - $504
|
2.21K
$282K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.04% |
$336 - $403
|
10.8K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
4+ 0.03% |
$336 - $403
|
12.6K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4+ 0.01% |
$336 - $403
|
35.9K
$4.59M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.73% |
$336 - $403
|
551
$70.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.41% |
$252 - $302
|
738
$94.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3+ 0.77% |
$252 - $302
|
391
$50K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 8.82% |
$252 - $302
|
37
$4.73K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 3.53% |
$252 - $302
|
88
$11.3K
|