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 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.29K- 4.7% |
$360K - $433K
|
87.1K
$11.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.32K- 1.21% |
$363K - $436K
|
354K
$45.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.34K- 0.69% |
$364K - $437K
|
621K
$79.5M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.49K- 7.91% |
$377K - $453K
|
52.3K
$6.68M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4.5K- 1.7% |
$378K - $454K
|
261K
$33.3M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.62K- 2.28% |
$388K - $466K
|
198K
$25.3M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.64K- 3.27% |
$389K - $468K
|
137K
$17.5M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-4.69K- 1.64% |
$394K - $473K
|
282K
$36M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4.74K- 1.35% |
$398K - $477K
|
346K
$44.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.78K- 13.42% |
$402K - $482K
|
30.9K
$3.95M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.91K- 11.32% |
$412K - $495K
|
38.5K
$4.92M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-4.93K- 4.04% |
$414K - $497K
|
117K
$15M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-4.95K- 7.39% |
$415K - $499K
|
62K
$7.93M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.97K- 22.86% |
$418K - $502K
|
16.8K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-5.07K- 12.83% |
$426K - $512K
|
34.5K
$4.41M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.09K- 1.52% |
$427K - $513K
|
331K
$42.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-5.11K- 3.78% |
$429K - $515K
|
130K
$16.6M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-5.12K- 7.93% |
$429K - $516K
|
59.4K
$7.59M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.14K- 0.49% |
$432K - $518K
|
1.05M
$135M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-5.23K- 0.42% |
$439K - $528K
|
1.25M
$160M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.29K- 13.41% |
$444K - $534K
|
34.2K
$4.37M
|
|
|
May 16, 2023
Q1 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-5.3K- 0.65% |
$445K - $534K
|
810K
$104M
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-5.36K- 10.97% |
$450K - $541K
|
43.5K
$5.56M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.38K- 20.42% |
$451K - $542K
|
21K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.46K- 25.52% |
$458K - $550K
|
15.9K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-5.5K- 25.37% |
$462K - $555K
|
16.2K
$2.07M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5.81K- 2.7% |
$488K - $586K
|
210K
$26.8M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.11K- 52.32% |
$513K - $616K
|
5.57K
$712K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.21K- 5.62% |
$521K - $626K
|
104K
$13.3M
|
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-6.25K- 35.76% |
$525K - $630K
|
11.2K
$1.44M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.62K- 70.39% |
$556K - $668K
|
2.79K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-6.88K- 2.01% |
$577K - $693K
|
336K
$42.9M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-6.99K- 2.31% |
$587K - $704K
|
295K
$37.8M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-7.03K- 4.8% |
$590K - $709K
|
139K
$17.8M
|
|
|
May 04, 2023
Q1 2023
|
Salzhauer Michael
|
SELL
|
- |
-7.04K- 49.65% |
$591K - $710K
|
7.14K
$913K
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-7.04K- 45.79% |
$591K - $710K
|
8.34K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7.05K- 98.46% |
$592K - $711K
|
110
$14.1K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7.05K- 98.46% |
$592K - $711K
|
110
$14.1K
|
|
|
May 09, 2023
Q1 2023
|
Mint Tower Capital Management B.V.
|
SELL
|
- |
-7.07K- 91.86% |
$594K - $713K
|
627
$80.2K
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-7.14K- 6.89% |
$599K - $720K
|
96.4K
$12.3M
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-7.38K- 1.33% |
$619K - $744K
|
547K
$69.9M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-7.49K- 34.51% |
$629K - $755K
|
14.2K
$1.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.65K- 45.85% |
$642K - $771K
|
9.03K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-7.99K- 16.87% |
$671K - $806K
|
39.4K
$5.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-8K- 53.33% |
$672K - $807K
|
7K
$895K
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-8K- 17.62% |
$672K - $807K
|
37.4K
$4.78M
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-8.1K- 3.52% |
$680K - $817K
|
222K
$28.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-8.28K- 60.01% |
$695K - $835K
|
5.52K
$705K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.52K- 5.08% |
$716K - $859K
|
159K
$20.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-8.69K- 18.42% |
$729K - $876K
|
38.5K
$4.92M
|