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 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.09K+ 115.7% |
$427K - $513K
|
9.49K
$1.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.09K+ 25.87% |
$427K - $513K
|
24.7K
$3.37M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
5.08KNew |
$426K - $512K
|
5.08K
$691K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5.06K+ 54.28% |
$425K - $510K
|
14.4K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
5K+ 9.45% |
$420K - $504K
|
57.9K
$7.88M
|
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
4.94K+ 4.74% |
$415K - $498K
|
109K
$14.8M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.92K+ 117.54% |
$413K - $496K
|
9.1K
$1.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4.9K+ 6.23% |
$411K - $494K
|
83.6K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.89K+ 39.95% |
$411K - $493K
|
17.1K
$2.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
4.87KNew |
$409K - $491K
|
4.87K
$662K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
4.81K+ 26.21% |
$404K - $485K
|
23.2K
$3.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.74K+ 31.31% |
$398K - $478K
|
19.9K
$2.7M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.72K+ 12.27% |
$396K - $476K
|
43.2K
$5.87M
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.71KNew |
$396K - $475K
|
4.71K
$641K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.66K+ 3.56% |
$391K - $470K
|
136K
$18.4M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.64K+ 7.08% |
$389K - $468K
|
70.1K
$9.54M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.6KNew |
$386K - $463K
|
4.6K
$625K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.51K+ 0.18% |
$378K - $455K
|
2.55M
$346M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.37K+ 4.29% |
$367K - $440K
|
106K
$14.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.34KNew |
$365K - $438K
|
4.34K
$591K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.23K+ 17.27% |
$355K - $426K
|
28.7K
$3.9M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.15K+ 8.52% |
$348K - $418K
|
52.8K
$7.18M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
4.11K+ 14.75% |
$345K - $414K
|
32K
$4.35M
|
|
|
May 12, 2023
Q1 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
4.05KNew |
$340K - $409K
|
4.05K
$551K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.05K+ 155.76% |
$340K - $408K
|
6.64K
$903K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.04K+ 1.7% |
$339K - $408K
|
242K
$32.9M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.95KNew |
$331K - $398K
|
3.95K
$537K
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.91KNew |
$328K - $394K
|
3.91K
$532K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.79KNew |
$319K - $383K
|
3.79K
$516K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.78K+ 91.69% |
$317K - $381K
|
7.89K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.77KNew |
$316K - $380K
|
3.77K
$512K
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
3.71K+ 4.59% |
$312K - $374K
|
84.6K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
3.68KNew |
$309K - $371K
|
3.68K
$501K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.67KNew |
$308K - $370K
|
3.67K
$498K
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
3.65KNew |
$306K - $368K
|
3.65K
$496K
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.63K+ 79.8% |
$304K - $366K
|
8.17K
$1.11M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.56K+ 14.19% |
$299K - $359K
|
28.7K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.51K+ 9.21% |
$294K - $354K
|
41.6K
$5.66M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.47K+ 67.21% |
$292K - $350K
|
8.64K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.47KNew |
$291K - $350K
|
3.47K
$472K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.43K+ 9.71% |
$288K - $346K
|
38.8K
$5.27M
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.4K+ 1.43% |
$285K - $342K
|
241K
$32.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.35K+ 6.26% |
$281K - $338K
|
56.9K
$7.74M
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.35K+ 68.09% |
$281K - $338K
|
8.28K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
$276K - $332K
|
3.29K
$447K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.29K+ 8.03% |
$276K - $332K
|
44.2K
$6.02M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.24K+ 41.8% |
$272K - $326K
|
11K
$1.49M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.2K+ 9.62% |
$268K - $322K
|
36.5K
$4.96M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.19KNew |
$268K - $321K
|
3.19K
$433K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
3.15K+ 528.69% |
$265K - $318K
|
3.75K
$510K
|