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 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-315- 1.97% |
$26.4K - $31.8K
|
15.7K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-316- 0.44% |
$26.5K - $31.9K
|
70.9K
$9.06M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-316- 24.31% |
$26.5K - $31.9K
|
984
$126K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-317- 5.35% |
$26.6K - $32K
|
5.61K
$717K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-324- 0.42% |
$27.2K - $32.7K
|
76K
$9.72M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-327- 5.68% |
$27.5K - $33K
|
5.43K
$694K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-343- 7.11% |
$28.8K - $34.6K
|
4.48K
$573K
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-350- 4.24% |
$29.4K - $35.3K
|
7.9K
$1.01M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-353- 1.5% |
$29.6K - $35.6K
|
23.2K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-357- 11.21% |
$30K - $36K
|
2.83K
$362K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-359- 11.6% |
$30.1K - $36.2K
|
2.74K
$350K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-363- 9.37% |
$30.5K - $36.6K
|
3.51K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-363- 0.03% |
$30.5K - $36.6K
|
1.29M
$165M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-366- 4.65% |
$30.7K - $36.9K
|
7.5K
$959K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-366- 9.68% |
$30.7K - $36.9K
|
3.42K
$437K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-369- 4.59% |
$31K - $37.2K
|
7.67K
$981K
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
SELL
|
- |
-370- 10.02% |
$31.1K - $37.3K
|
3.32K
$425K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-374- 0.35% |
$31.4K - $37.7K
|
108K
$13.8M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-375- 1.0% |
$31.5K - $37.8K
|
37K
$4.73M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-375- 33.81% |
$31.5K - $37.8K
|
734
$93.8K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-381- 17.14% |
$32K - $38.4K
|
1.84K
$236K
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-384- 9.5% |
$32.2K - $38.7K
|
3.66K
$468K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-388- 97.0% |
$32.6K - $39.1K
|
12
$1.53K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-391- 3.33% |
$32.8K - $39.4K
|
11.4K
$1.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-393- 0.59% |
$33K - $39.6K
|
65.9K
$8.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-394- 0.26% |
$33.1K - $39.7K
|
154K
$19.7M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-395- 42.84% |
$33.2K - $39.8K
|
527
$67.4K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-399- 2.95% |
$33.5K - $40.2K
|
13.1K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-400- 2.93% |
$33.6K - $40.3K
|
13.3K
$1.7M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-400Closed |
$33.6K - $40.3K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-406- 2.57% |
$34.1K - $40.9K
|
15.4K
$1.97M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-407- 4.17% |
$34.2K - $41K
|
9.35K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-407- 1.84% |
$34.2K - $41K
|
21.7K
$2.78M
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-410- 7.16% |
$34.4K - $41.3K
|
5.32K
$680K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-413- 5.32% |
$34.7K - $41.6K
|
7.35K
$940K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-416- 5.13% |
$34.9K - $41.9K
|
7.7K
$985K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-422- 10.91% |
$35.4K - $42.6K
|
3.45K
$441K
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-422- 4.94% |
$35.4K - $42.6K
|
8.12K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-424- 15.08% |
$35.6K - $42.8K
|
2.39K
$305K
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-425- 7.95% |
$35.7K - $42.9K
|
4.92K
$629K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-426- 6.67% |
$35.8K - $43K
|
5.96K
$762K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-435- 7.25% |
$36.5K - $43.9K
|
5.57K
$712K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-442- 3.18% |
$37.1K - $44.6K
|
13.4K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-447- 4.86% |
$37.5K - $45.1K
|
8.74K
$1.12M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-450- 6.32% |
$37.8K - $45.4K
|
6.67K
$852K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-455- 9.97% |
$38.2K - $45.9K
|
4.11K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-456- 0.62% |
$38.3K - $46K
|
73K
$9.33M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-459- 0.45% |
$38.5K - $46.3K
|
101K
$12.9M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-460- 14.75% |
$38.6K - $46.4K
|
2.66K
$340K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-463- 7.81% |
$38.9K - $46.7K
|
5.47K
$699K
|