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 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
99.3K+ 11.48% |
$8.33M - $10M
|
964K
$122M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
97.8K+ 11.64% |
$8.21M - $9.86M
|
938K
$119M
|
|
|
May 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
96.9KNew |
$8.14M - $9.77M
|
96.9K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
96.2KNew |
$8.07M - $9.7M
|
96.2K
$12.2M
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
95.9K+ 10.68% |
$8.05M - $9.67M
|
995K
$126M
|
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
95.2K+ 5.14% |
$7.99M - $9.6M
|
1.95M
$247M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
94.6K+ 1.94% |
$7.94M - $9.54M
|
4.97M
$630M
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
88.5K+ 17.73% |
$7.43M - $8.93M
|
588K
$74.6M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
88.1K+ 22.21% |
$7.39M - $8.88M
|
485K
$61.5M
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
86.4K+ 440.61% |
$7.25M - $8.71M
|
106K
$13.4M
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
84.9K+ 45.45% |
$7.13M - $8.56M
|
272K
$34.5M
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
76.3KNew |
$6.41M - $7.69M
|
76.3K
$9.68M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
75.1K+ 78.39% |
$6.31M - $7.57M
|
171K
$21.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
73.7K+ 8.12% |
$6.19M - $7.43M
|
982K
$125M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
73.7K+ 8.12% |
$6.19M - $7.43M
|
982K
$125M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
71.2K+ 5.21% |
$5.97M - $7.18M
|
1.44M
$182M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
62.6K+ 5.55% |
$5.26M - $6.31M
|
1.19M
$151M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
62K+ 1.18% |
$5.21M - $6.25M
|
5.33M
$677M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
55.9K+ 11.22% |
$4.69M - $5.63M
|
554K
$70.2M
|
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
55.3K+ 20.26% |
$4.64M - $5.58M
|
328K
$41.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
54.3K+ 130.11% |
$4.56M - $5.48M
|
96K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
54.2K+ 264.7% |
$4.55M - $5.47M
|
74.7K
$9.48M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.8K+ 6.46% |
$4.51M - $5.42M
|
887K
$112M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
53.1K+ 2.36% |
$4.46M - $5.36M
|
2.31M
$293M
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
52.7K+ 181.19% |
$4.43M - $5.31M
|
81.8K
$10.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.4K+ 21.34% |
$4.4M - $5.29M
|
298K
$37.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
49.1K+ 202.48% |
$4.13M - $4.95M
|
73.4K
$9.31M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49K+ 5.97% |
$4.11M - $4.94M
|
869K
$110M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
48.6K+ 20.86% |
$4.08M - $4.9M
|
281K
$35.7M
|
|
|
May 12, 2023
Q1 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
47.5K+ 66.55% |
$3.99M - $4.79M
|
119K
$15.1M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
46.8K+ 113.62% |
$3.93M - $4.72M
|
88.1K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
45.6KNew |
$3.83M - $4.6M
|
45.6K
$5.79M
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
45.3K+ 32.1% |
$3.8M - $4.56M
|
186K
$23.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.3K+ 3.21% |
$3.72M - $4.46M
|
1.42M
$180M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
43KNew |
$3.61M - $4.33M
|
43K
$5.45M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
42.4K+ 2456.4% |
$3.56M - $4.28M
|
44.1K
$5.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
42.4KNew |
$3.56M - $4.27M
|
42.4K
$5.38M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
41.6K+ 10.16% |
$3.49M - $4.19M
|
451K
$57.2M
|
|
|
May 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
40KNew |
$3.36M - $4.04M
|
40K
$5.08M
|
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
40K+ 67.95% |
$3.35M - $4.03M
|
98.8K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
38.7K+ 1.6% |
$3.25M - $3.9M
|
2.45M
$311M
|
|
|
May 15, 2023
Q1 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
38.7KNew |
$3.25M - $3.9M
|
38.7K
$4.91M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
38.4K+ 126.65% |
$3.22M - $3.87M
|
68.7K
$8.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
38.2K+ 10.83% |
$3.21M - $3.85M
|
391K
$49.6M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
37.9K+ 37900.0% |
$3.18M - $3.82M
|
38K
$4.82M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
37.7K+ 101.08% |
$3.17M - $3.8M
|
75K
$9.52M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
37.3K+ 31.32% |
$3.13M - $3.76M
|
156K
$19.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
36.6K+ 31.74% |
$3.07M - $3.69M
|
152K
$19.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
35.2K+ 33.5% |
$2.96M - $3.55M
|
140K
$17.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
34.8K+ 266.95% |
$2.92M - $3.5M
|
47.8K
$6.06M
|