Purchases and Sales Made in Q2 2023 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.56M+ 4.09% |
$289M - $325M
|
90.6M
$11.7B
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.91M+ 7.29% |
$155M - $174M
|
28.1M
$3.61B
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.8M+ 292.63% |
$146M - $164M
|
2.41M
$310M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.56M+ 9.55% |
$127M - $142M
|
17.9M
$2.3B
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.55M+ 16.16% |
$126M - $141M
|
11.1M
$1.43B
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.55M+ 16.16% |
$126M - $141M
|
11.1M
$1.43B
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.53M+ 3.16% |
$124M - $139M
|
49.8M
$6.41B
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.34M+ 5.8% |
$109M - $122M
|
24.5M
$3.15B
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.18M+ 5.25% |
$95.9M - $108M
|
23.7M
$3.05B
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.16M+ 47.63% |
$94.5M - $106M
|
3.61M
$464M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.01M+ 97.15% |
$81.9M - $91.9M
|
2.05M
$263M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
980KNew |
$79.6M - $89.3M
|
980K
$126M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
915K+ 6.12% |
$74.3M - $83.4M
|
15.9M
$2.04B
|
|
|
Jul 14, 2023
Q2 2023
|
Hamlin Capital Management, LLC
|
BUY
|
- |
897KNew |
$72.8M - $81.7M
|
897K
$115M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
830K+ 13.08% |
$67.4M - $75.6M
|
7.17M
$923M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
710K+ 199.89% |
$57.7M - $64.7M
|
1.07M
$137M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
653K+ 335.27% |
$53.1M - $59.5M
|
848K
$109M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
627K+ 48.84% |
$50.9M - $57.1M
|
1.91M
$246M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
604K+ 3.13% |
$49.1M - $55.1M
|
19.9M
$2.56B
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
423K+ 1.82% |
$34.3M - $38.5M
|
23.6M
$3.04B
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
338K+ 264.95% |
$27.4M - $30.8M
|
465K
$59.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
334K+ 8463.47% |
$27.1M - $30.4M
|
338K
$43.5M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
329KNew |
$26.7M - $29.9M
|
329K
$42.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
324K+ 102.64% |
$26.3M - $29.5M
|
640K
$82.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
308KNew |
$25M - $28M
|
308K
$39.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
307K+ 35.16% |
$24.9M - $28M
|
1.18M
$152M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
279K+ 61.31% |
$22.7M - $25.4M
|
734K
$94.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
275KNew |
$22.3M - $25M
|
275K
$35.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
273K+ 9.12% |
$22.1M - $24.8M
|
3.26M
$419M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
271K+ 2393.22% |
$22M - $24.7M
|
283K
$36.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
250KNew |
$20.3M - $22.8M
|
250K
$32.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
250K+ 4.05% |
$20.3M - $22.8M
|
6.41M
$825M
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
211K+ 60.78% |
$17.2M - $19.3M
|
559K
$71.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
208K+ 6.59% |
$16.9M - $19M
|
3.36M
$433M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
207KNew |
$16.8M - $18.9M
|
207K
$26.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
203K+ 185.05% |
$16.5M - $18.5M
|
312K
$40.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
192K+ 112.49% |
$15.6M - $17.5M
|
363K
$46.7M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
183K+ 0.93% |
$14.8M - $16.6M
|
19.9M
$2.56B
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
177K+ 607.91% |
$14.3M - $16.1M
|
206K
$26.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
152K+ 4.79% |
$12.3M - $13.8M
|
3.32M
$427M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
151K+ 1.74% |
$12.2M - $13.7M
|
8.84M
$1.14B
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
144K+ 10.12% |
$11.7M - $13.1M
|
1.57M
$201M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
139K+ 0.6% |
$11.3M - $12.7M
|
23.2M
$2.98B
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
135K+ 176.7% |
$11M - $12.3M
|
211K
$27.2M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
133K+ 5.34% |
$10.8M - $12.1M
|
2.62M
$337M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
121K+ 58.25% |
$9.84M - $11M
|
329K
$42.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
117KNew |
$9.49M - $10.6M
|
117K
$15M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
106KNew |
$8.61M - $9.66M
|
106K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
104KNew |
$8.45M - $9.48M
|
104K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
102KNew |
$8.29M - $9.3M
|
102K
$13.1M
|