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 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-474- 3.06% |
$39.8K - $47.8K
|
15K
$1.92M
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-482- 3.81% |
$40.5K - $48.6K
|
12.2K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-488- 10.0% |
$41K - $49.2K
|
4.39K
$562K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-493- 1.15% |
$41.4K - $49.7K
|
42.4K
$5.42M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-497- 12.29% |
$41.7K - $50.1K
|
3.55K
$453K
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-500- 2.63% |
$42K - $50.4K
|
18.5K
$2.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-500- 14.29% |
$42K - $50.4K
|
3K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-508- 18.52% |
$42.6K - $51.2K
|
2.24K
$286K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-516- 5.19% |
$43.3K - $52K
|
9.43K
$1.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
SELL
|
- |
-517- 14.08% |
$43.4K - $52.1K
|
3.16K
$403K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-518- 1.88% |
$43.5K - $52.2K
|
27K
$3.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-519- 0.71% |
$43.6K - $52.3K
|
72.5K
$9.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-520- 4.52% |
$43.7K - $52.4K
|
11K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-520- 1.41% |
$43.7K - $52.4K
|
36.4K
$4.65M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-528- 2.19% |
$44.3K - $53.2K
|
23.6K
$3.01M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-534- 0.54% |
$44.8K - $53.8K
|
99.2K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-545- 19.13% |
$45.8K - $55K
|
2.3K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-547- 8.96% |
$45.9K - $55.2K
|
5.56K
$710K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-557- 6.2% |
$46.8K - $56.2K
|
8.43K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-560- 2.85% |
$47K - $56.5K
|
19.1K
$2.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-568- 10.71% |
$47.7K - $57.3K
|
4.73K
$605K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-591- 0.82% |
$49.6K - $59.6K
|
71.8K
$9.18M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-593- 1.25% |
$49.8K - $59.8K
|
46.9K
$6M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-594- 4.57% |
$49.9K - $59.9K
|
12.4K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-596- 42.45% |
$50K - $60.1K
|
808
$103K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-598- 12.93% |
$50.2K - $60.3K
|
4.03K
$515K
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-600- 5.95% |
$50.4K - $60.5K
|
9.48K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-600- 5.36% |
$50.4K - $60.5K
|
10.6K
$1.35M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-603- 89.87% |
$50.6K - $60.8K
|
68
$8.69K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-604- 9.81% |
$50.7K - $60.9K
|
5.55K
$710K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-612- 13.51% |
$51.4K - $61.7K
|
3.92K
$501K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-613- 1.45% |
$51.5K - $61.8K
|
41.6K
$5.32M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-615- 14.87% |
$51.6K - $62K
|
3.52K
$450K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-622- 5.34% |
$52.2K - $62.7K
|
11K
$1.41M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-626- 1.36% |
$52.6K - $63.1K
|
45.5K
$5.81M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-638- 7.66% |
$53.6K - $64.3K
|
7.69K
$984K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-648- 8.09% |
$54.4K - $65.3K
|
7.36K
$941K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-652- 2.21% |
$54.7K - $65.7K
|
28.9K
$3.7M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-653- 6.29% |
$54.8K - $65.8K
|
9.73K
$1.24M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-667- 5.35% |
$56K - $67.3K
|
11.8K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-673- 5.15% |
$56.5K - $67.9K
|
12.4K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-681- 4.21% |
$57.2K - $68.7K
|
15.5K
$1.98M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-683- 77.35% |
$57.3K - $68.9K
|
200
$25.6K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-684- 11.93% |
$57.4K - $69K
|
5.05K
$646K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-693- 19.11% |
$58.2K - $69.9K
|
2.93K
$375K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-731- 5.72% |
$61.4K - $73.7K
|
12K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-737- 0.57% |
$61.9K - $74.3K
|
127K
$16.3M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-746- 4.37% |
$62.6K - $75.2K
|
16.3K
$2.09M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-755- 58.35% |
$63.4K - $76.1K
|
539
$68.9K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-761- 0.84% |
$63.9K - $76.7K
|
90.2K
$11.5M
|