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 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-2.39K- 18.49% |
$201K - $241K
|
10.5K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.43K- 38.58% |
$204K - $245K
|
3.86K
$494K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.43K- 3.79% |
$204K - $245K
|
61.7K
$7.89M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-2.48K- 11.57% |
$208K - $250K
|
18.9K
$2.42M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.49K- 11.13% |
$209K - $251K
|
19.9K
$2.54M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.55K- 3.57% |
$214K - $257K
|
68.9K
$8.81M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.55KClosed |
$214K - $258K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-2.57K- 4.8% |
$216K - $260K
|
51K
$6.52M
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.64K- 0.96% |
$222K - $266K
|
273K
$34.9M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.76K- 6.65% |
$231K - $278K
|
38.7K
$4.95M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.77K- 3.58% |
$232K - $279K
|
74.7K
$9.55M
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-2.79K- 17.84% |
$234K - $281K
|
12.8K
$1.64M
|
|
|
May 09, 2023
Q1 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-2.82K- 15.87% |
$236K - $284K
|
14.9K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.82K- 1.79% |
$236K - $284K
|
154K
$19.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-2.82K- 3.7% |
$237K - $284K
|
73.5K
$9.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.82K- 7.62% |
$237K - $285K
|
34.2K
$4.37M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.84K- 3.23% |
$238K - $286K
|
84.8K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.87K- 1.6% |
$241K - $289K
|
177K
$22.6M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.89K- 25.21% |
$242K - $291K
|
8.57K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.89K- 0.4% |
$243K - $291K
|
721K
$92.1M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.93K- 9.64% |
$246K - $295K
|
27.5K
$3.51M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.97K- 36.27% |
$249K - $299K
|
5.21K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-3.02K- 1.0% |
$254K - $305K
|
299K
$38.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-3.04K- 38.42% |
$255K - $306K
|
4.87K
$623K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.06K- 10.78% |
$257K - $308K
|
25.3K
$3.23M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.06K- 33.91% |
$257K - $308K
|
5.96K
$762K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3.09K- 10.36% |
$259K - $311K
|
26.7K
$3.41M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.1K- 32.76% |
$260K - $313K
|
6.37K
$814K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3.14K- 1.32% |
$264K - $317K
|
235K
$30.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.15K- 46.79% |
$264K - $317K
|
3.58K
$457K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.15K- 26.83% |
$264K - $317K
|
8.58K
$1.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-3.18K- 0.95% |
$267K - $321K
|
333K
$42.6M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.25K- 4.58% |
$273K - $328K
|
67.7K
$8.66M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.25K- 2.27% |
$273K - $328K
|
140K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.32K- 0.4% |
$279K - $335K
|
820K
$105M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.35K- 1.66% |
$281K - $338K
|
198K
$25.3M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.39K- 2.11% |
$285K - $342K
|
157K
$20.1M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.43K- 0.26% |
$288K - $346K
|
1.29M
$165M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-3.44K- 5.61% |
$289K - $347K
|
57.9K
$7.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.47K- 8.99% |
$291K - $349K
|
35.1K
$4.48M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-3.59K- 57.98% |
$301K - $362K
|
2.6K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-3.6K- 1.47% |
$302K - $363K
|
242K
$30.9M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.61K- 4.8% |
$303K - $364K
|
71.6K
$9.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-3.73K- 4.95% |
$313K - $376K
|
71.5K
$9.15M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.76K- 28.46% |
$316K - $379K
|
9.46K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-3.82K- 14.17% |
$321K - $385K
|
23.1K
$2.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.87K- 43.02% |
$325K - $390K
|
5.12K
$655K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.06K- 60.42% |
$341K - $409K
|
2.66K
$340K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-4.09K- 13.34% |
$344K - $413K
|
26.6K
$3.4M
|
|
|
May 12, 2023
Q1 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-4.2K- 0.55% |
$353K - $424K
|
754K
$96.5M
|