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 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.15K+ 46.86% |
$264K - $318K
|
9.87K
$1.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.14KNew |
$264K - $317K
|
3.14K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.09KNew |
$259K - $311K
|
3.09K
$392K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.04K+ 118.65% |
$255K - $306K
|
5.59K
$710K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.01K+ 17.59% |
$252K - $303K
|
20.1K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.99K+ 2.4% |
$251K - $301K
|
128K
$16.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
2.96K+ 14.39% |
$248K - $298K
|
23.5K
$2.98M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.9K+ 38.14% |
$244K - $293K
|
10.5K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
2.9KNew |
$244K - $293K
|
2.9K
$368K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
2.89K+ 27.2% |
$243K - $292K
|
13.5K
$1.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.88K+ 38.01% |
$242K - $291K
|
10.5K
$1.33M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.87KNew |
$241K - $289K
|
2.87K
$364K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.79KNew |
$234K - $281K
|
2.79K
$354K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.78KNew |
$233K - $280K
|
2.78K
$353K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.75K+ 1.88% |
$231K - $277K
|
149K
$18.9M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.74KNew |
$230K - $277K
|
2.74K
$348K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.72KNew |
$228K - $274K
|
2.72K
$345K
|
|
|
May 03, 2023
Q1 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
2.7KNew |
$227K - $272K
|
2.7K
$343K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.7KNew |
$226K - $272K
|
2.7K
$342K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.69K+ 7.07% |
$226K - $272K
|
40.8K
$5.18M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.66K+ 5.73% |
$223K - $268K
|
49.1K
$6.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.66KNew |
$223K - $268K
|
2.66K
$337K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.66KNew |
$223K - $268K
|
2.66K
$337K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.65K+ 4.81% |
$223K - $267K
|
57.7K
$7.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.65KNew |
$222K - $267K
|
2.65K
$336K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.64K+ 11.74% |
$221K - $266K
|
25.1K
$3.19M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
2.62K+ 5.5% |
$220K - $264K
|
50.3K
$6.38M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.62K+ 10.37% |
$220K - $264K
|
27.9K
$3.54M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.62K+ 107.08% |
$220K - $264K
|
5.06K
$642K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.62KNew |
$220K - $264K
|
2.62K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.61K+ 12.31% |
$219K - $263K
|
23.8K
$3.02M
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.56KNew |
$215K - $258K
|
2.56K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.56K+ 81.04% |
$215K - $258K
|
5.71K
$724K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.55KNew |
$214K - $258K
|
2.55K
$324K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.54K+ 0.0% |
$214K - $257K
|
112M
$14.3B
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.53KNew |
$212K - $255K
|
2.53K
$321K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.52K+ 43.15% |
$212K - $254K
|
8.37K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.52KNew |
$212K - $254K
|
2.52K
$320K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.51KNew |
$211K - $253K
|
2.51K
$319K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.5K+ 48.06% |
$210K - $252K
|
7.71K
$978K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.5KNew |
$210K - $252K
|
2.5K
$317K
|
|
|
May 11, 2023
Q1 2023
|
Gruss & Co., LLC
|
BUY
|
- |
2.5KNew |
$210K - $252K
|
2.5K
$317K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.5KNew |
$210K - $252K
|
2.5K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
2.49K+ 25.08% |
$209K - $251K
|
12.4K
$1.57M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.44K+ 14.37% |
$205K - $246K
|
19.4K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.38KNew |
$199K - $239K
|
2.38K
$301K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.37KNew |
$199K - $239K
|
2.37K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.37KNew |
$199K - $239K
|
2.37K
$301K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.37KNew |
$199K - $239K
|
2.37K
$301K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.37K+ 27.09% |
$199K - $239K
|
11.1K
$1.41M
|