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 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
15.9K+ 48.85% |
$1.34M - $1.6M
|
48.5K
$6.15M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
15.6KNew |
$1.31M - $1.57M
|
15.6K
$1.98M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
15.3K+ 6.58% |
$1.29M - $1.54M
|
248K
$31.5M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
15.2K+ 0.18% |
$1.28M - $1.54M
|
8.39M
$1.07B
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
15.1K+ 20.2% |
$1.26M - $1.52M
|
89.6K
$11.4M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
14.6K+ 15.18% |
$1.22M - $1.47M
|
111K
$14M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.5K+ 5.31% |
$1.22M - $1.46M
|
288K
$36.5M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.1K+ 8.04% |
$1.18M - $1.42M
|
190K
$24.1M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14K+ 0.17% |
$1.18M - $1.42M
|
8.44M
$1.07B
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
14KNew |
$1.18M - $1.41M
|
14K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
14KNew |
$1.17M - $1.41M
|
14K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
13.7K+ 1.37% |
$1.15M - $1.38M
|
1.02M
$129M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$1.13M - $1.36M
|
13.5K
$1.71M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13.3KNew |
$1.12M - $1.34M
|
13.3K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
13.3KNew |
$1.11M - $1.34M
|
13.3K
$1.68M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
13.2K+ 478.21% |
$1.11M - $1.33M
|
15.9K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.2K+ 78.94% |
$1.1M - $1.33M
|
29.8K
$3.78M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
13KNew |
$1.09M - $1.31M
|
13K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
13K+ 49.01% |
$1.09M - $1.31M
|
39.4K
$5M
|
|
|
May 05, 2023
Q1 2023
|
Community Bank Of Raymore
|
BUY
|
- |
12.8K+ 194.95% |
$1.07M - $1.29M
|
19.3K
$2.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
12.4KNew |
$1.04M - $1.25M
|
12.4K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.3K+ 134.91% |
$1.04M - $1.24M
|
21.5K
$2.72M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12K+ 65.22% |
$1.01M - $1.21M
|
30.5K
$3.87M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
11.9KNew |
$999K - $1.2M
|
11.9K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.7KNew |
$982K - $1.18M
|
11.7K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
11.7K+ 267.06% |
$979K - $1.18M
|
16K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
11.6K+ 6.76% |
$972K - $1.17M
|
183K
$23.2M
|
|
|
May 15, 2023
Q1 2023
|
Carroll Investors, Inc
|
BUY
|
- |
11.4K+ 41.59% |
$954K - $1.15M
|
38.7K
$4.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
11.3KNew |
$952K - $1.14M
|
11.3K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.3K+ 8.34% |
$951K - $1.14M
|
147K
$18.7M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
11.2K+ 54.03% |
$941K - $1.13M
|
32K
$4.06M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.9KNew |
$916K - $1.1M
|
10.9K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
10.8K+ 423.63% |
$904K - $1.09M
|
13.3K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
10.8K+ 97854.55% |
$904K - $1.09M
|
10.8K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.7K+ 16.74% |
$899K - $1.08M
|
74.7K
$9.47M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.5K+ 12.01% |
$882K - $1.06M
|
98K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10.4K+ 85.92% |
$876K - $1.05M
|
22.6K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
10.4K+ 2.38% |
$875K - $1.05M
|
447K
$56.8M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.4KNew |
$871K - $1.05M
|
10.4K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 6.5% |
$867K - $1.04M
|
169K
$21.5M
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
10.3K+ 1.87% |
$865K - $1.04M
|
562K
$71.3M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
10.1K+ 8.67% |
$848K - $1.02M
|
127K
$16.1M
|
|
|
May 04, 2023
Q1 2023
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
10K+ 5.56% |
$840K - $1.01M
|
190K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Raffles Associates LP
New York, NY |
BUY
|
- |
10KNew |
$840K - $1.01M
|
10K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9.96K+ 342.96% |
$836K - $1M
|
12.9K
$1.63M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
9.44K+ 91.7% |
$792K - $952K
|
19.7K
$2.5M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
9.19K+ 23.28% |
$772K - $927K
|
48.7K
$6.18M
|
|
|
May 15, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
9.14K+ 9.11% |
$767K - $921K
|
109K
$13.9M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.93K+ 1.76% |
$750K - $901K
|
515K
$65.4M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
8.57K+ 8.15% |
$719K - $864K
|
114K
$14.4M
|