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
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
32.9KNew |
$2.76M - $3.32M
|
32.9K
$4.17M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
32.4K+ 16.25% |
$2.72M - $3.27M
|
232K
$29.4M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
31.8K+ 4.67% |
$2.67M - $3.2M
|
712K
$90.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
31.5KNew |
$2.64M - $3.17M
|
31.5K
$3.99M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.8K+ 46.58% |
$2.58M - $3.1M
|
96.8K
$12.3M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
30.1K+ 11.64% |
$2.53M - $3.04M
|
289K
$36.7M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
30.1K+ 9.27% |
$2.53M - $3.04M
|
355K
$45M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
29.8K+ 17.19% |
$2.5M - $3M
|
203K
$25.7M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
29.7K+ 1.67% |
$2.5M - $3M
|
1.81M
$229M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
29.2K+ 14.09% |
$2.45M - $2.94M
|
236K
$30M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
29.1KNew |
$2.44M - $2.94M
|
29.1K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
28.5KNew |
$2.39M - $2.87M
|
28.5K
$3.62M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.9K+ 7.41% |
$2.34M - $2.81M
|
404K
$51.2M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
27.4K+ 32.84% |
$2.3M - $2.76M
|
111K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
25.5K+ 16.31% |
$2.14M - $2.57M
|
182K
$23M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
24.3K+ 45.26% |
$2.04M - $2.45M
|
78.1K
$9.91M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24.2K+ 17.23% |
$2.03M - $2.44M
|
164K
$20.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.1K+ 46.05% |
$2.02M - $2.43M
|
76.5K
$9.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
23.8K+ 27.73% |
$2M - $2.4M
|
109K
$13.9M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
23.2K+ 14.78% |
$1.95M - $2.34M
|
180K
$22.9M
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
22.8K+ 16.28% |
$1.92M - $2.3M
|
163K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.3KNew |
$1.87M - $2.24M
|
22.3K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
22.2K+ 0.38% |
$1.86M - $2.24M
|
5.93M
$753M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
21.9K+ 16.4% |
$1.84M - $2.21M
|
156K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
21.8KNew |
$1.83M - $2.19M
|
21.8K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
21.7KNew |
$1.82M - $2.19M
|
21.7K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.7K+ 68.49% |
$1.82M - $2.19M
|
53.4K
$6.78M
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
21.3KNew |
$1.79M - $2.15M
|
21.3K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
21.3K+ 93.81% |
$1.79M - $2.15M
|
44K
$5.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
21.1K+ 7.94% |
$1.77M - $2.12M
|
286K
$36.3M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
20.7K+ 55.61% |
$1.74M - $2.08M
|
57.8K
$7.34M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
20.4K+ 9.88% |
$1.72M - $2.06M
|
227K
$28.9M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
20.3K+ 19.61% |
$1.71M - $2.05M
|
124K
$15.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
20.2KNew |
$1.69M - $2.03M
|
20.2K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.1K+ 11.63% |
$1.69M - $2.03M
|
193K
$24.5M
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
BUY
|
- |
20.1K+ 3.73% |
$1.69M - $2.03M
|
558K
$70.8M
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
20KNew |
$1.68M - $2.02M
|
20K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.8K+ 1.61% |
$1.66M - $2M
|
1.25M
$158M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
19.6K+ 6.25% |
$1.65M - $1.98M
|
334K
$42.3M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
19.6KNew |
$1.64M - $1.97M
|
19.6K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
19KNew |
$1.6M - $1.92M
|
19K
$2.42M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
18.8K+ 21.15% |
$1.58M - $1.9M
|
108K
$13.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 44.52% |
$1.48M - $1.78M
|
57.2K
$7.25M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
17.5KNew |
$1.47M - $1.76M
|
17.5K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
17.3KNew |
$1.45M - $1.74M
|
17.3K
$2.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
17.1KNew |
$1.44M - $1.73M
|
17.1K
$2.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.5K+ 13.08% |
$1.39M - $1.66M
|
143K
$18.1M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
16.5K+ 14.79% |
$1.38M - $1.66M
|
128K
$16.2M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16.4K+ 4.5% |
$1.38M - $1.66M
|
381K
$48.4M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
15.9KNew |
$1.34M - $1.61M
|
15.9K
$2.02M
|