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 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.33K- 4.98% |
$112K - $134K
|
25.3K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-1.34K- 3.55% |
$113K - $136K
|
36.6K
$4.68M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.35K- 0.61% |
$113K - $136K
|
221K
$28.3M
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.38K- 6.34% |
$116K - $139K
|
20.4K
$2.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.38K- 5.1% |
$116K - $139K
|
25.7K
$3.29M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.44K- 17.21% |
$121K - $145K
|
6.92K
$885K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.44K- 7.22% |
$121K - $145K
|
18.5K
$2.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.47K- 11.84% |
$124K - $149K
|
11K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.49K- 7.29% |
$125K - $151K
|
19K
$2.43M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.5K- 3.13% |
$126K - $151K
|
46.5K
$5.94M
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.56K- 2.17% |
$131K - $157K
|
70.1K
$8.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.57K- 1.9% |
$132K - $159K
|
81.1K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.59K- 0.26% |
$133K - $160K
|
618K
$79M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.59K- 8.11% |
$133K - $160K
|
18K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.63K- 28.03% |
$137K - $165K
|
4.19K
$536K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.64K- 4.66% |
$137K - $165K
|
33.4K
$4.27M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.69K- 1.09% |
$141K - $170K
|
153K
$19.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.7K- 20.47% |
$142K - $171K
|
6.59K
$842K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.7K- 27.31% |
$142K - $171K
|
4.52K
$577K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.73K- 6.12% |
$145K - $174K
|
26.5K
$3.38M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.77K- 12.73% |
$148K - $178K
|
12.1K
$1.55M
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.78K- 2.14% |
$149K - $179K
|
81.3K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.8K- 0.44% |
$151K - $181K
|
408K
$52.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.81K- 11.99% |
$152K - $183K
|
13.3K
$1.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.83K- 26.13% |
$154K - $185K
|
5.17K
$662K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.84K- 0.48% |
$154K - $185K
|
378K
$48.3M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.84K- 85.65% |
$154K - $185K
|
308
$39.4K
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-1.9K- 6.33% |
$159K - $191K
|
28.1K
$3.59M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.9K- 3.02% |
$160K - $192K
|
61K
$7.8M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.91K- 11.85% |
$160K - $192K
|
14.2K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.91K- 4.36% |
$160K - $192K
|
41.8K
$5.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.97K- 4.57% |
$165K - $199K
|
41.1K
$5.26M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.97K- 3.79% |
$165K - $199K
|
50.1K
$6.4M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.98K- 1.88% |
$166K - $200K
|
103K
$13.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-1.99K- 2.38% |
$167K - $201K
|
81.7K
$10.4M
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.01K- 12.39% |
$169K - $203K
|
14.2K
$1.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2.02K- 37.72% |
$169K - $204K
|
3.33K
$426K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2.04K- 2.44% |
$172K - $206K
|
81.8K
$10.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-2.06K- 27.2% |
$173K - $207K
|
5.5K
$703K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.1K- 25.12% |
$176K - $212K
|
6.26K
$800K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.15K- 8.02% |
$180K - $216K
|
24.6K
$3.15M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.16K- 3.43% |
$181K - $218K
|
60.8K
$7.78M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-2.18K- 11.85% |
$183K - $220K
|
16.2K
$2.07M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.22K- 1.03% |
$187K - $224K
|
214K
$27.4M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.33K- 23.29% |
$196K - $235K
|
7.67K
$981K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.34K- 33.51% |
$196K - $236K
|
4.64K
$593K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.34K- 0.53% |
$196K - $236K
|
440K
$56.2M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.36K- 2.08% |
$198K - $238K
|
111K
$14.2M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.37K- 3.15% |
$199K - $239K
|
72.9K
$9.33M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2.38K- 8.45% |
$200K - $240K
|
25.8K
$3.29M
|