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 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.36K+ 52.56% |
$198K - $238K
|
6.86K
$870K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
2.33KNew |
$196K - $235K
|
2.33K
$296K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.33KNew |
$196K - $235K
|
2.33K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
2.32KNew |
$195K - $234K
|
2.32K
$294K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
2.32KNew |
$195K - $234K
|
2.32K
$294K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.32K+ 34.71% |
$194K - $234K
|
8.99K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.3KNew |
$193K - $232K
|
2.3K
$292K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.3K+ 17.39% |
$193K - $232K
|
15.5K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.3KNew |
$193K - $232K
|
2.3K
$292K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.3K+ 13.85% |
$193K - $232K
|
18.9K
$2.39M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.29KNew |
$192K - $230K
|
2.29K
$290K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.28KNew |
$192K - $230K
|
2.28K
$290K
|
|
|
May 10, 2023
Q1 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.27K+ 63.06% |
$191K - $229K
|
5.87K
$745K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.26K+ 24.98% |
$190K - $228K
|
11.3K
$1.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.23K+ 26.23% |
$187K - $224K
|
10.7K
$1.36M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
2.21K+ 0.99% |
$186K - $223K
|
226K
$28.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.21K+ 22.64% |
$185K - $223K
|
12K
$1.52M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.21K+ 10.12% |
$185K - $223K
|
24K
$3.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.17K+ 1.94% |
$182K - $219K
|
114K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.17K+ 29.81% |
$182K - $219K
|
9.46K
$1.2M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.16K+ 54.45% |
$181K - $218K
|
6.12K
$777K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.11K+ 12.23% |
$177K - $213K
|
19.4K
$2.46M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.09K+ 5.04% |
$176K - $211K
|
43.6K
$5.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.08K+ 64.6% |
$175K - $210K
|
5.31K
$674K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.02K+ 20.63% |
$169K - $203K
|
11.8K
$1.5M
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
2KNew |
$168K - $202K
|
2K
$254K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.97K+ 2.17% |
$165K - $199K
|
92.8K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.96K+ 0.73% |
$164K - $197K
|
272K
$34.5M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.9K+ 19.0% |
$159K - $191K
|
11.9K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.87KNew |
$157K - $189K
|
1.87K
$238K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.86K+ 604.22% |
$156K - $188K
|
2.17K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.84K+ 3.04% |
$154K - $185K
|
62.3K
$7.91M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.81K+ 29.38% |
$152K - $182K
|
7.95K
$1.01M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.8K+ 57.69% |
$151K - $181K
|
4.92K
$624K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.79K+ 9.73% |
$150K - $180K
|
20.2K
$2.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.76K+ 43.7% |
$148K - $178K
|
5.79K
$735K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.74K+ 44.02% |
$146K - $175K
|
5.68K
$721K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.73K+ 0.99% |
$145K - $175K
|
176K
$22.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.73KNew |
$145K - $174K
|
1.73K
$219K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.7K+ 42.5% |
$143K - $171K
|
5.7K
$723K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.65KNew |
$138K - $166K
|
1.65K
$209K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.63K+ 9.94% |
$137K - $164K
|
18K
$2.29M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.62K+ 14.83% |
$136K - $164K
|
12.6K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.61K+ 2.14% |
$135K - $163K
|
76.9K
$9.76M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 135.22% |
$134K - $161K
|
2.79K
$353K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.58K+ 5.26% |
$133K - $160K
|
31.7K
$4.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.58K+ 1490.57% |
$133K - $159K
|
1.69K
$214K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.58K+ 48.13% |
$133K - $159K
|
4.86K
$617K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.57K+ 9.24% |
$132K - $159K
|
18.6K
$2.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.56KNew |
$131K - $157K
|
1.56K
$198K
|