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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
8.56K+ 3.91% |
$719K - $863K
|
228K
$28.9M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
8.37KNew |
$703K - $844K
|
8.37K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.19KNew |
$688K - $826K
|
8.19K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
8.17KNew |
$686K - $824K
|
8.17K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.99KNew |
$670K - $805K
|
7.99K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.9K+ 118.64% |
$663K - $797K
|
14.6K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.79K+ 57.02% |
$654K - $786K
|
21.5K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
7.71KNew |
$647K - $777K
|
7.71K
$978K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.69K+ 8.82% |
$645K - $775K
|
94.8K
$12M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.31KNew |
$614K - $737K
|
7.31K
$928K
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
7.23KNew |
$607K - $729K
|
7.23K
$918K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.2K+ 211.55% |
$604K - $726K
|
10.6K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
7.13K+ 9.95% |
$598K - $719K
|
78.8K
$10M
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
7.13KNew |
$598K - $718K
|
7.13K
$904K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
7.08K+ 1.3% |
$594K - $714K
|
554K
$70.2M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.06K+ 33.36% |
$593K - $712K
|
28.2K
$3.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
7.05KNew |
$592K - $711K
|
7.05K
$895K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6.84K+ 2.31% |
$574K - $690K
|
303K
$38.4M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.83K+ 5.34% |
$573K - $689K
|
135K
$17.1M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
6.81K+ 123.85% |
$572K - $687K
|
12.3K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.72KNew |
$564K - $677K
|
6.72K
$852K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.67K+ 5.97% |
$560K - $673K
|
118K
$15M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
6.56K+ 4.89% |
$551K - $661K
|
141K
$17.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.54K+ 10.69% |
$549K - $660K
|
67.7K
$8.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.53K+ 17.42% |
$548K - $658K
|
44K
$5.58M
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6.46KNew |
$542K - $651K
|
6.46K
$820K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.43KNew |
$540K - $649K
|
6.43K
$816K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
6.37KNew |
$535K - $643K
|
6.37K
$809K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.23K+ 6.35% |
$523K - $628K
|
104K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
6.19K+ 6.39% |
$520K - $624K
|
103K
$13.1M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
6.12K+ 1.14% |
$514K - $617K
|
542K
$68.8M
|
|
|
May 17, 2023
Q1 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
6.06K+ 48.86% |
$509K - $611K
|
18.5K
$2.34M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.02KNew |
$505K - $607K
|
6.02K
$764K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6K+ 95.13% |
$504K - $605K
|
12.3K
$1.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.76K+ 1.57% |
$484K - $581K
|
373K
$47.4M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.73KNew |
$481K - $577K
|
5.73K
$726K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.72K+ 10.9% |
$480K - $577K
|
58.2K
$7.39M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.69K+ 2.5% |
$478K - $574K
|
233K
$29.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
5.65K+ 15.16% |
$474K - $570K
|
42.9K
$5.45M
|
|
|
May 10, 2023
Q1 2023
|
Park Circle CO
|
BUY
|
- |
5.6K+ 700.0% |
$470K - $565K
|
6.4K
$812K
|
|
|
May 12, 2023
Q1 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
5.6KNew |
$470K - $565K
|
5.6K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.56K+ 45.16% |
$467K - $560K
|
17.9K
$2.27M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
5.52K+ 6.44% |
$464K - $557K
|
91.3K
$11.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
5.5K+ 48.98% |
$462K - $555K
|
16.7K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
5.46K+ 398.32% |
$458K - $551K
|
6.83K
$867K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.38K+ 122.51% |
$451K - $542K
|
9.77K
$1.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.31K+ 20.93% |
$446K - $535K
|
30.7K
$3.89M
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.14K+ 0.72% |
$432K - $518K
|
715K
$90.8M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.12KNew |
$430K - $516K
|
5.12K
$650K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
5.1K+ 66.78% |
$428K - $515K
|
12.7K
$1.62M
|