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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-93- 0.74% |
$7.81K - $9.38K
|
12.5K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-95- 13.53% |
$7.98K - $9.58K
|
607
$77.6K
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-96- 0.75% |
$8.06K - $9.68K
|
12.8K
$1.63M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-100- 0.59% |
$8.4K - $10.1K
|
16.8K
$2.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 5.17% |
$8.4K - $10.1K
|
1.84K
$235K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-100- 1.72% |
$8.4K - $10.1K
|
5.7K
$729K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-100- 0.27% |
$8.4K - $10.1K
|
37.5K
$4.79M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-101- 3.51% |
$8.48K - $10.2K
|
2.78K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-102- 0.61% |
$8.56K - $10.3K
|
16.5K
$2.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-103- 0.42% |
$8.65K - $10.4K
|
24.7K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-103- 0.54% |
$8.65K - $10.4K
|
18.9K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-104- 3.35% |
$8.73K - $10.5K
|
3K
$383K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-106- 1.8% |
$8.9K - $10.7K
|
5.78K
$739K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-111- 61.33% |
$9.32K - $11.2K
|
70
$8.95K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-113- 2.26% |
$9.49K - $11.4K
|
4.89K
$625K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-114- 5.03% |
$9.57K - $11.5K
|
2.15K
$275K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-115- 10.59% |
$9.65K - $11.6K
|
971
$124K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-115- 0.18% |
$9.65K - $11.6K
|
65.4K
$8.36M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-116- 0.38% |
$9.74K - $11.7K
|
30.4K
$3.89M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-121- 2.36% |
$10.2K - $12.2K
|
5.01K
$641K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-122- 2.83% |
$10.2K - $12.3K
|
4.19K
$536K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-122- 7.55% |
$10.2K - $12.3K
|
1.49K
$191K
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
SELL
|
- |
-126- 0.73% |
$10.6K - $12.7K
|
17.1K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-127- 1.32% |
$10.7K - $12.8K
|
9.51K
$1.22M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-127- 4.99% |
$10.7K - $12.8K
|
2.42K
$309K
|
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-130- 3.1% |
$10.9K - $13.1K
|
4.07K
$520K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-131- 4.53% |
$11K - $13.2K
|
2.76K
$353K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-136- 3.91% |
$11.4K - $13.7K
|
3.35K
$428K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-138- 0.63% |
$11.6K - $13.9K
|
21.8K
$2.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-139- 11.0% |
$11.7K - $14K
|
1.13K
$144K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-140- 4.8% |
$11.8K - $14.1K
|
2.78K
$355K
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-141- 5.48% |
$11.8K - $14.2K
|
2.43K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-144- 0.24% |
$12.1K - $14.5K
|
60.5K
$7.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-146- 1.67% |
$12.3K - $14.7K
|
8.6K
$1.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-147- 1.26% |
$12.3K - $14.8K
|
11.5K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-148- 0.59% |
$12.4K - $14.9K
|
24.8K
$3.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-150- 0.34% |
$12.6K - $15.1K
|
44.4K
$5.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-150- 1.79% |
$12.6K - $15.1K
|
8.23K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-150- 1.83% |
$12.6K - $15.1K
|
8.05K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-150- 4.82% |
$12.6K - $15.1K
|
2.96K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 2.64% |
$12.6K - $15.1K
|
5.53K
$707K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-150- 2.07% |
$12.6K - $15.1K
|
7.09K
$907K
|
|
|
May 02, 2023
Q1 2023
|
Granger Management LLC
|
SELL
|
- |
-156- 3.63% |
$13.1K - $15.7K
|
4.14K
$529K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-158- 4.5% |
$13.3K - $15.9K
|
3.35K
$428K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-160Closed |
$13.4K - $16.1K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-162- 0.44% |
$13.6K - $16.3K
|
36.5K
$4.66M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-164- 0.74% |
$13.8K - $16.5K
|
22K
$2.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-167- 2.76% |
$14K - $16.8K
|
5.88K
$751K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-169- 0.11% |
$14.2K - $17K
|
147K
$18.8M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-173- 1.89% |
$14.5K - $17.4K
|
9K
$1.15M
|