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 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-43- 1.5% |
$3.61K - $4.34K
|
2.83K
$361K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-46- 0.12% |
$3.86K - $4.64K
|
38.1K
$4.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-48- 3.68% |
$4.03K - $4.84K
|
1.26K
$161K
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-48- 1.28% |
$4.03K - $4.84K
|
3.7K
$473K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-49- 0.61% |
$4.11K - $4.94K
|
7.94K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-49- 0.23% |
$4.11K - $4.94K
|
21.4K
$2.74M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-50- 0.87% |
$4.2K - $5.04K
|
5.67K
$725K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-50- 1.36% |
$4.2K - $5.04K
|
3.61K
$462K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.87% |
$4.2K - $5.04K
|
5.67K
$725K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-52- 2.43% |
$4.37K - $5.24K
|
2.08K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-52- 0.62% |
$4.37K - $5.24K
|
8.35K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-53- 0.97% |
$4.45K - $5.34K
|
5.4K
$691K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-53- 5.22% |
$4.45K - $5.34K
|
963
$123K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-56- 2.16% |
$4.7K - $5.65K
|
2.54K
$325K
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-57- 0.03% |
$4.79K - $5.75K
|
207K
$26.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-61- 1.56% |
$5.12K - $6.15K
|
3.85K
$493K
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-62- 2.46% |
$5.2K - $6.25K
|
2.45K
$314K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-62- 1.82% |
$5.2K - $6.25K
|
3.34K
$427K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-64- 0.36% |
$5.37K - $6.45K
|
17.8K
$2.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-65- 1.81% |
$5.46K - $6.55K
|
3.53K
$451K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-65- 0.31% |
$5.46K - $6.55K
|
21.2K
$2.71M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-65- 0.4% |
$5.46K - $6.55K
|
16.2K
$2.07M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-65- 1.34% |
$5.46K - $6.55K
|
4.79K
$612K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-66- 2.24% |
$5.54K - $6.65K
|
2.89K
$369K
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-67- 1.7% |
$5.62K - $6.76K
|
3.86K
$494K
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-67- 5.25% |
$5.62K - $6.76K
|
1.21K
$154K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-69- 85.19% |
$5.79K - $6.96K
|
12
$1.53K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-70- 0.41% |
$5.88K - $7.06K
|
17.1K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-70- 0.57% |
$5.88K - $7.06K
|
12.2K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-74- 0.18% |
$6.21K - $7.46K
|
40.8K
$5.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-75- 2.92% |
$6.3K - $7.56K
|
2.49K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-75- 2.5% |
$6.3K - $7.56K
|
2.92K
$373K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-76- 1.22% |
$6.38K - $7.66K
|
6.13K
$784K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-78- 3.0% |
$6.55K - $7.86K
|
2.53K
$323K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-78- 0.52% |
$6.55K - $7.86K
|
14.8K
$1.89M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-80- 1.61% |
$6.72K - $8.07K
|
4.9K
$627K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-80- 1.3% |
$6.72K - $8.07K
|
6.06K
$775K
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-80- 1.38% |
$6.72K - $8.07K
|
5.74K
$733K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-81- 2.1% |
$6.8K - $8.17K
|
3.78K
$483K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-81- 0.75% |
$6.8K - $8.17K
|
10.8K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-82- 2.22% |
$6.88K - $8.27K
|
3.61K
$461K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-82- 2.46% |
$6.88K - $8.27K
|
3.26K
$417K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-83- 2.47% |
$6.97K - $8.37K
|
3.28K
$419K
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-85- 1.56% |
$7.14K - $8.57K
|
5.37K
$687K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-87- 1.49% |
$7.3K - $8.77K
|
5.76K
$736K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-88- 1.38% |
$7.39K - $8.87K
|
6.3K
$806K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-89- 2.57% |
$7.47K - $8.97K
|
3.37K
$431K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-89- 3.77% |
$7.47K - $8.97K
|
2.27K
$290K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-90- 1.88% |
$7.56K - $9.07K
|
4.71K
$602K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-91- 1.03% |
$7.64K - $9.18K
|
8.71K
$1.11M
|