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 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-777- 5.4% |
$65.2K - $78.3K
|
13.6K
$1.74M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-780- 11.03% |
$65.5K - $78.6K
|
6.29K
$804K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-790- 5.47% |
$66.3K - $79.7K
|
13.6K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-791- 18.7% |
$66.4K - $79.8K
|
3.44K
$440K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-821- 8.39% |
$68.9K - $82.8K
|
8.97K
$1.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-824- 3.78% |
$69.2K - $83.1K
|
21K
$2.68M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-825- 2.59% |
$69.3K - $83.2K
|
31K
$3.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-835- 1.53% |
$70.1K - $84.2K
|
53.6K
$6.86M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-840- 5.45% |
$70.5K - $84.7K
|
14.6K
$1.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-858- 18.49% |
$72K - $86.5K
|
3.78K
$484K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-869- 11.38% |
$73K - $87.6K
|
6.77K
$865K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-897- 14.35% |
$75.3K - $90.4K
|
5.35K
$685K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-902- 11.83% |
$75.7K - $90.9K
|
6.73K
$860K
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-914- 2.83% |
$76.7K - $92.2K
|
31.4K
$4.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-918- 25.59% |
$77.1K - $92.6K
|
2.67K
$341K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-963- 1.84% |
$80.8K - $97.1K
|
51.4K
$6.57M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-970- 2.34% |
$81.4K - $97.8K
|
40.5K
$5.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1K- 4.73% |
$84K - $101K
|
20.2K
$2.58M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.01K- 2.38% |
$85K - $102K
|
41.4K
$5.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.01K- 4.68% |
$85.1K - $102K
|
20.7K
$2.64M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-1.03K- 3.15% |
$86.4K - $104K
|
31.7K
$4.05M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-1.03K- 6.95% |
$86.6K - $104K
|
13.8K
$1.77M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.04K- 21.94% |
$87.2K - $105K
|
3.7K
$473K
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-1.05K- 3.25% |
$87.7K - $105K
|
31.1K
$3.98M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.06K- 14.23% |
$88.7K - $107K
|
6.37K
$815K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.06K- 0.93% |
$88.7K - $107K
|
113K
$14.5M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.06K- 2.34% |
$88.8K - $107K
|
44.2K
$5.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.06K- 6.85% |
$88.9K - $107K
|
14.4K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-1.07K- 1.03% |
$89.7K - $108K
|
102K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1.1K- 0.6% |
$92.3K - $111K
|
182K
$23.3M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.11K- 3.2% |
$92.8K - $112K
|
33.4K
$4.28M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.11K- 3.2% |
$92.8K - $112K
|
33.4K
$4.28M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.13K- 1.52% |
$94.4K - $113K
|
72.9K
$9.32M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.13K- 0.2% |
$94.6K - $114K
|
567K
$72.6M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.14K- 4.87% |
$95.6K - $115K
|
22.3K
$2.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.14K- 18.29% |
$95.7K - $115K
|
5.09K
$651K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.15K- 98.03% |
$96.3K - $116K
|
23
$2.94K
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.16K- 0.85% |
$97.3K - $117K
|
135K
$17.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.18K- 4.63% |
$99.1K - $119K
|
24.3K
$3.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.2K- 10.0% |
$101K - $121K
|
10.8K
$1.38M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.2K- 47.11% |
$101K - $121K
|
1.35K
$172K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.2K- 5.05% |
$101K - $121K
|
22.7K
$2.9M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.22K- 16.9% |
$102K - $123K
|
5.98K
$764K
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.22K- 2.29% |
$102K - $123K
|
52.2K
$6.67M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 17.83% |
$104K - $125K
|
5.69K
$728K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.24K- 9.37% |
$104K - $125K
|
12K
$1.54M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.25K- 8.95% |
$105K - $126K
|
12.7K
$1.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.26K- 21.56% |
$106K - $127K
|
4.58K
$586K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.31K- 0.95% |
$110K - $132K
|
136K
$17.4M
|
|
|
May 09, 2023
Q1 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-1.32K- 21.86% |
$111K - $133K
|
4.73K
$605K
|