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 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.56K+ 17.33% |
$131K - $157K
|
10.6K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.53K+ 1.54% |
$129K - $155K
|
101K
$12.8M
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.51K+ 0.58% |
$127K - $152K
|
263K
$33.4M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.49K+ 7.0% |
$125K - $150K
|
22.7K
$2.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
1.48K+ 3.9% |
$124K - $150K
|
39.5K
$5.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.48K+ 11.34% |
$124K - $149K
|
14.5K
$1.84M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
BUY
|
- |
1.45K+ 1.2% |
$122K - $146K
|
123K
$15.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.44K+ 14.07% |
$121K - $145K
|
11.7K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1.43K+ 30.38% |
$120K - $144K
|
6.15K
$780K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$120K - $144K
|
1.43K
$181K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.42K+ 14.32% |
$119K - $143K
|
11.3K
$1.44M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 16.84% |
$117K - $141K
|
9.67K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 9.19% |
$112K - $135K
|
15.8K
$2.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.32KNew |
$111K - $133K
|
1.32K
$168K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.31K+ 3.52% |
$110K - $132K
|
38.6K
$4.89M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.31K+ 3.43% |
$110K - $132K
|
39.4K
$5M
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.3K+ 6.89% |
$109K - $131K
|
20.1K
$2.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.28K+ 37.76% |
$108K - $129K
|
4.68K
$594K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.28K+ 13.5% |
$107K - $129K
|
10.8K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.27K+ 5.59% |
$107K - $128K
|
24K
$3.05M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.26KNew |
$106K - $127K
|
1.26K
$160K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.25K+ 12.95% |
$105K - $126K
|
10.9K
$1.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.23K+ 5.96% |
$103K - $124K
|
21.8K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.22K+ 0.85% |
$102K - $123K
|
144K
$18.3M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.21K+ 50.65% |
$102K - $122K
|
3.6K
$457K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.19K+ 6.15% |
$99.9K - $120K
|
20.5K
$2.61M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.18K+ 22.89% |
$98.8K - $119K
|
6.32K
$802K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.17K+ 2.03% |
$98.4K - $118K
|
58.8K
$7.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.17K+ 2.49% |
$97.9K - $118K
|
48.1K
$6.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.16KNew |
$97K - $117K
|
1.16K
$147K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
1.13K+ 12.36% |
$94.9K - $114K
|
10.3K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.13K+ 52.98% |
$94.7K - $114K
|
3.26K
$413K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.11K+ 31.99% |
$93.4K - $112K
|
4.59K
$583K
|
|
|
May 11, 2023
Q1 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
1.11K+ 0.99% |
$93.4K - $112K
|
114K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.11K+ 34.03% |
$92.8K - $111K
|
4.35K
$552K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.08K+ 13.5% |
$90.2K - $108K
|
9.04K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.02K+ 1.83% |
$85.9K - $103K
|
57.1K
$7.24M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.02K+ 2.28% |
$85.5K - $103K
|
45.6K
$5.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1K+ 2.07% |
$84K - $101K
|
49.4K
$6.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
995+ 9.23% |
$83.5K - $100K
|
11.8K
$1.49M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
995+ 3.52% |
$83.5K - $100K
|
29.3K
$3.72M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
993+ 12.38% |
$83.4K - $100K
|
9.01K
$1.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
984+ 34.57% |
$82.6K - $99.2K
|
3.83K
$486K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
964+ 5.38% |
$80.9K - $97.2K
|
18.9K
$2.4M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
946+ 12.33% |
$79.4K - $95.4K
|
8.62K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
944+ 4.77% |
$79.2K - $95.2K
|
20.7K
$2.63M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
941+ 1.68% |
$79K - $94.9K
|
57.1K
$7.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
928+ 2.67% |
$77.9K - $93.6K
|
35.7K
$4.53M
|
|
|
May 05, 2023
Q1 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
925+ 1.45% |
$77.7K - $93.3K
|
64.8K
$8.23M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
912+ 7.65% |
$76.6K - $92K
|
12.8K
$1.63M
|