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 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-178- 1.08% |
$14.9K - $17.9K
|
16.3K
$2.08M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-186- 5.44% |
$15.6K - $18.8K
|
3.23K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-194- 12.12% |
$16.3K - $19.6K
|
1.41K
$180K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-195- 3.28% |
$16.4K - $19.7K
|
5.75K
$735K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-196- 47.0% |
$16.5K - $19.8K
|
221
$28.3K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 5.3% |
$16.8K - $20.2K
|
3.58K
$457K
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-200- 7.02% |
$16.8K - $20.2K
|
2.65K
$339K
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-200- 2.92% |
$16.8K - $20.2K
|
6.64K
$849K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-202- 3.7% |
$17K - $20.4K
|
5.26K
$672K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-202- 1.77% |
$17K - $20.4K
|
11.2K
$1.43M
|
|
|
May 16, 2023
Q1 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-203- 7.45% |
$17K - $20.5K
|
2.52K
$323K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-205- 2.22% |
$17.2K - $20.7K
|
9.04K
$1.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-206- 1.09% |
$17.3K - $20.8K
|
18.7K
$2.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-210- 29.05% |
$17.6K - $21.2K
|
513
$65.6K
|
|
|
May 15, 2023
Q1 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-214- 0.1% |
$18K - $21.6K
|
207K
$26.4M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-221- 3.7% |
$18.6K - $22.3K
|
5.76K
$736K
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-221- 0.27% |
$18.6K - $22.3K
|
80.9K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-224- 0.76% |
$18.8K - $22.6K
|
29.1K
$3.72M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-226- 7.07% |
$19K - $22.8K
|
2.97K
$380K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-234- 6.66% |
$19.6K - $23.6K
|
3.28K
$419K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-235- 1.53% |
$19.7K - $23.7K
|
15.1K
$1.94M
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-238- 52.89% |
$20K - $24K
|
212
$27.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-240- 8.15% |
$20.1K - $24.2K
|
2.7K
$346K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-240- 5.74% |
$20.1K - $24.2K
|
3.94K
$504K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-241- 2.04% |
$20.2K - $24.3K
|
11.5K
$1.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-243- 5.99% |
$20.4K - $24.5K
|
3.82K
$488K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-244- 3.13% |
$20.5K - $24.6K
|
7.56K
$966K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-248- 3.17% |
$20.8K - $25K
|
7.58K
$970K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-248- 0.6% |
$20.8K - $25K
|
41.1K
$5.25M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-250- 1.76% |
$21K - $25.2K
|
14K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-255- 0.7% |
$21.4K - $25.7K
|
36.1K
$4.61M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-260- 4.18% |
$21.8K - $26.2K
|
5.95K
$761K
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-260- 4.08% |
$21.8K - $26.2K
|
6.12K
$783K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-263- 2.18% |
$22.1K - $26.5K
|
11.8K
$1.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-264- 9.8% |
$22.2K - $26.6K
|
2.43K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-265- 26.24% |
$22.2K - $26.7K
|
745
$95.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-269- 5.49% |
$22.6K - $27.1K
|
4.63K
$593K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-272- 50.28% |
$22.8K - $27.4K
|
269
$34.4K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-274- 4.41% |
$23K - $27.6K
|
5.94K
$759K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-280- 8.5% |
$23.5K - $28.2K
|
3.01K
$385K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-286- 3.41% |
$24K - $28.8K
|
8.1K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-286- 0.55% |
$24K - $28.8K
|
51.4K
$6.58M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-289- 1.85% |
$24.3K - $29.1K
|
15.3K
$1.96M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-295- 4.26% |
$24.8K - $29.7K
|
6.62K
$847K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-296- 0.53% |
$24.8K - $29.8K
|
55.6K
$7.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.35% |
$25.2K - $30.2K
|
84.9K
$10.9M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-305- 4.82% |
$25.6K - $30.8K
|
6.02K
$770K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-307- 0.79% |
$25.8K - $31K
|
38.5K
$4.92M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-309- 1.99% |
$25.9K - $31.2K
|
15.2K
$1.95M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-312- 1.45% |
$26.2K - $31.5K
|
21.2K
$2.71M
|