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 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.98K- 8.72% |
$754K - $905K
|
93.9K
$12M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-9.34K- 1.24% |
$784K - $942K
|
746K
$95.4M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-9.53K- 2.5% |
$800K - $961K
|
371K
$47.4M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-9.61K- 5.15% |
$807K - $969K
|
177K
$22.6M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.63K- 5.3% |
$808K - $971K
|
172K
$22M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9.66K- 32.32% |
$811K - $974K
|
20.2K
$2.59M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-9.73K- 68.06% |
$817K - $981K
|
4.56K
$584K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-9.77K- 4.09% |
$820K - $985K
|
229K
$29.3M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.8K- 20.25% |
$904K - $1.09M
|
42.4K
$5.42M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-10.8K- 99.9% |
$904K - $1.09M
|
11
$1.41K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-10.8K- 24.16% |
$910K - $1.09M
|
34K
$4.35M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.9K- 60.51% |
$917K - $1.1M
|
7.13K
$912K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.1K- 2.39% |
$929K - $1.12M
|
451K
$57.7M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-11.3K- 10.45% |
$945K - $1.13M
|
96.4K
$12.3M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-11.6K- 79.55% |
$972K - $1.17M
|
2.98K
$380K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-11.6K- 5.51% |
$976K - $1.17M
|
200K
$25.5M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12K- 76.34% |
$1.01M - $1.21M
|
3.71K
$475K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-12.2K- 6.14% |
$1.02M - $1.23M
|
186K
$23.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
SELL
|
- |
-12.2K- 29.65% |
$1.03M - $1.23M
|
29.1K
$3.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-12.3K- 19.97% |
$1.04M - $1.24M
|
49.4K
$6.32M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-12.3K- 5.74% |
$1.04M - $1.24M
|
203K
$25.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-12.5K- 3.36% |
$1.05M - $1.26M
|
359K
$45.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-13K- 5.64% |
$1.09M - $1.31M
|
217K
$27.7M
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-13K- 30.43% |
$1.09M - $1.31M
|
29.7K
$3.8M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-13.3K- 12.72% |
$1.12M - $1.34M
|
91.4K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-13.7K- 12.41% |
$1.15M - $1.38M
|
96.4K
$12.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-14.1K- 18.61% |
$1.18M - $1.42M
|
61.7K
$7.89M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-15.5K- 12.44% |
$1.3M - $1.57M
|
109K
$14M
|
|
|
May 05, 2023
Q1 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-16.4K- 18.68% |
$1.38M - $1.66M
|
71.5K
$9.14M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-16.5K- 5.5% |
$1.39M - $1.67M
|
284K
$36.3M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-16.6K- 3.52% |
$1.39M - $1.67M
|
455K
$58.2M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-16.7K- 3.64% |
$1.4M - $1.69M
|
442K
$56.6M
|
|
|
May 11, 2023
Q1 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-17.3K- 2.79% |
$1.45M - $1.74M
|
603K
$77.1M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-17.3K- 2.29% |
$1.46M - $1.75M
|
739K
$94.5M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-17.6K- 78.63% |
$1.48M - $1.77M
|
4.78K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-17.8K- 23.36% |
$1.5M - $1.8M
|
58.4K
$7.47M
|
|
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-17.9K- 14.07% |
$1.5M - $1.81M
|
109K
$14M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-18.8K- 7.76% |
$1.58M - $1.9M
|
224K
$28.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-18.9K- 10.99% |
$1.58M - $1.9M
|
153K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-18.9K- 37.0% |
$1.58M - $1.9M
|
32.1K
$4.11M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.5K- 5.8% |
$1.63M - $1.96M
|
316K
$40.4M
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-19.5K- 1.99% |
$1.64M - $1.97M
|
961K
$123M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.7K- 5.85% |
$1.66M - $1.99M
|
318K
$40.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-20.5K- 1.89% |
$1.72M - $2.06M
|
1.06M
$136M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-21.4K- 0.16% |
$1.8M - $2.16M
|
13.4M
$1.71B
|
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-21.8K- 23.73% |
$1.83M - $2.2M
|
70.1K
$8.96M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-22.4K- 20.98% |
$1.88M - $2.25M
|
84.2K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-22.9K- 2.92% |
$1.92M - $2.31M
|
762K
$97.4M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-23.2K- 0.27% |
$1.95M - $2.34M
|
8.69M
$1.11B
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-24.2K- 1.11% |
$2.03M - $2.44M
|
2.16M
$276M
|