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 |
|---|---|---|---|---|---|---|---|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
3+ 0.09% |
$252 - $302
|
3.26K
$416K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2+ 0.04% |
$168 - $202
|
4.46K
$570K
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$168 - $202
|
2.54K
$325K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.13% |
$84 - $101
|
756
$96.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1+ 0.02% |
$84 - $101
|
4.4K
$562K
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1+ 0.01% |
$84 - $101
|
15.9K
$2.03M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1- 0.07% |
$84 - $101
|
1.42K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1- -0.0% |
$84 - $101
|
65.9K
$8.42M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.01% |
$336 - $403
|
27.7K
$3.54M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4- 0.12% |
$336 - $403
|
3.21K
$410K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5- 0.19% |
$420 - $504
|
2.56K
$328K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-6- 0.18% |
$504 - $605
|
3.31K
$423K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7- 0.26% |
$588 - $706
|
2.66K
$340K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-8- 0.34% |
$672 - $807
|
2.35K
$300K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-8- 0.35% |
$672 - $807
|
2.3K
$294K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-10- 0.3% |
$840 - $1.01K
|
3.27K
$418K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-11- 6.92% |
$923 - $1.11K
|
148
$18.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-13- 1.3% |
$1.09K - $1.31K
|
988
$126K
|
|
|
May 12, 2023
Q1 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-13- 0.15% |
$1.09K - $1.31K
|
8.42K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-13- 0.07% |
$1.09K - $1.31K
|
19.7K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-14- 0.06% |
$1.18K - $1.41K
|
24.2K
$3.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-17- 0.14% |
$1.43K - $1.71K
|
11.8K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-17- 0.93% |
$1.43K - $1.71K
|
1.81K
$231K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-19- 11.11% |
$1.6K - $1.92K
|
152
$19.4K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-19- 0.65% |
$1.6K - $1.92K
|
2.92K
$374K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-19- 1.03% |
$1.6K - $1.92K
|
1.82K
$233K
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-20- 0.05% |
$1.68K - $2.02K
|
41.3K
$5.28M
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-20- 0.22% |
$1.68K - $2.02K
|
9.23K
$1.18M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-22- 0.6% |
$1.85K - $2.22K
|
3.66K
$468K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-22- 0.05% |
$1.85K - $2.22K
|
41.6K
$5.32M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 0.21% |
$2.1K - $2.52K
|
11.9K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28- 0.1% |
$2.35K - $2.82K
|
28.1K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-28- 1.13% |
$2.35K - $2.82K
|
2.45K
$313K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-29- 2.07% |
$2.43K - $2.92K
|
1.37K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-29- 0.48% |
$2.43K - $2.92K
|
6.01K
$768K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-30- 0.63% |
$2.52K - $3.02K
|
4.74K
$605K
|
|
|
May 15, 2023
Q1 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-30- 0.47% |
$2.52K - $3.02K
|
6.32K
$808K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30- 18.52% |
$2.52K - $3.02K
|
132
$16.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-31- 0.14% |
$2.6K - $3.13K
|
22.6K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-31- 0.21% |
$2.6K - $3.13K
|
15.1K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-32- 0.72% |
$2.69K - $3.23K
|
4.43K
$567K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-33- 0.33% |
$2.77K - $3.33K
|
9.9K
$1.27M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-38- 0.28% |
$3.19K - $3.83K
|
13.4K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-38- 1.31% |
$3.19K - $3.83K
|
2.86K
$366K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-39- 11.14% |
$3.27K - $3.93K
|
311
$39.8K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-42- 0.42% |
$3.53K - $4.23K
|
9.99K
$1.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-43- 0.9% |
$3.61K - $4.34K
|
4.74K
$606K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-43- 0.55% |
$3.61K - $4.34K
|
7.81K
$999K
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-43- 1.5% |
$3.61K - $4.34K
|
2.83K
$361K
|