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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-422K- 11.77% |
$35.4M - $42.6M
|
3.16M
$402M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-434K- 63.52% |
$36.5M - $43.8M
|
249K
$31.7M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-531K- 13.78% |
$44.5M - $53.5M
|
3.32M
$421M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-608K- 41.13% |
$51.1M - $61.3M
|
870K
$110M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-646K- 7.91% |
$54.3M - $65.2M
|
7.52M
$954M
|
|
|
May 15, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-739K- 96.94% |
$62.1M - $74.6M
|
23.4K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-831K- 23.41% |
$69.8M - $83.8M
|
2.72M
$345M
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-840K- 83.02% |
$70.5M - $84.7M
|
172K
$21.8M
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-842K- 47.8% |
$70.7M - $84.9M
|
920K
$117M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-871K- 33.07% |
$73.1M - $87.8M
|
1.76M
$224M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-881K- 98.86% |
$74M - $88.9M
|
10.2K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-918K- 12.64% |
$77.1M - $92.5M
|
6.34M
$805M
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.04M- 26.35% |
$87.7M - $105M
|
2.92M
$370M
|
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-1.14M- 4.54% |
$95.3M - $114M
|
23.8M
$3.03B
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.14M- 33.4% |
$95.4M - $115M
|
2.27M
$287M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.37M- 94.21% |
$115M - $138M
|
84.2K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.53M- 6.21% |
$128M - $154M
|
23.1M
$2.93B
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.56M- 42.81% |
$131M - $157M
|
2.08M
$264M
|
|
|
May 15, 2023
Q1 2023
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-1.83M- 25.16% |
$154M - $184M
|
5.44M
$690M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.99M- 44.95% |
$167M - $201M
|
2.44M
$310M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.23M- 2.5% |
$188M - $225M
|
87.1M
$11B
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.29M- 43.61% |
$193M - $231M
|
2.97M
$376M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.46M- 26.2% |
$207M - $248M
|
6.93M
$879M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.06M- 98.86% |
$341M - $410M
|
46.8K
$5.94M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.91M- 4.07% |
$412M - $495M
|
116M
$14.7B
|