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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
843+ 7.83% |
$68.5K - $76.8K
|
11.6K
$1.48M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
837New |
$68K - $76.3K
|
837
$107K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
831+ 1.11% |
$67.5K - $75.7K
|
75.9K
$9.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
807+ 3.14% |
$65.5K - $73.5K
|
26.5K
$3.39M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
799+ 11.8% |
$64.9K - $72.8K
|
7.57K
$968K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
791+ 6.99% |
$64.2K - $72.1K
|
12.1K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
783+ 2.1% |
$63.6K - $71.3K
|
38K
$4.86M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
766New |
$62.2K - $69.8K
|
766
$97.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Paralel Advisors LLC
|
BUY
|
- |
765+ 3.68% |
$62.1K - $69.7K
|
21.5K
$2.75M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
753New |
$61.2K - $68.6K
|
753
$96.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
749+ 340.45% |
$60.8K - $68.2K
|
969
$124K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
747+ 13.14% |
$60.7K - $68.1K
|
6.43K
$822K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
728+ 65.82% |
$59.1K - $66.3K
|
1.83K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
728+ 0.54% |
$59.1K - $66.3K
|
136K
$17.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
722+ 0.99% |
$58.6K - $65.8K
|
73.7K
$9.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
722+ 26.0% |
$58.6K - $65.8K
|
3.5K
$447K
|
|
|
Jul 28, 2023
Q2 2023
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
714+ 14.77% |
$58K - $65.1K
|
5.55K
$709K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
711+ 9.48% |
$57.7K - $64.8K
|
8.21K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
704+ 26.57% |
$57.2K - $64.1K
|
3.35K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
702+ 21.09% |
$57K - $64K
|
4.03K
$515K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
698+ 2.94% |
$56.7K - $63.6K
|
24.5K
$3.13M
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
675+ 4.13% |
$54.8K - $61.5K
|
17K
$2.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
671+ 3.76% |
$54.5K - $61.1K
|
18.5K
$2.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
650+ 120.59% |
$52.8K - $59.2K
|
1.19K
$152K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
646+ 9.91% |
$52.5K - $58.9K
|
7.17K
$916K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
641+ 0.71% |
$52.1K - $58.4K
|
90.7K
$11.6M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
640+ 5.3% |
$52K - $58.3K
|
12.7K
$1.63M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
625+ 6.08% |
$50.8K - $57K
|
10.9K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
625+ 1.28% |
$50.8K - $57K
|
49.3K
$6.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
625+ 3.18% |
$50.8K - $57K
|
20.3K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
618+ 12.2% |
$50.2K - $56.3K
|
5.69K
$727K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
615+ 2.5% |
$50K - $56K
|
25.2K
$3.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
613+ 1.5% |
$49.8K - $55.9K
|
41.4K
$5.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
607+ 0.47% |
$49.3K - $55.3K
|
131K
$16.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
606+ 2.68% |
$49.2K - $55.2K
|
23.2K
$2.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
600+ 3.9% |
$48.7K - $54.7K
|
16K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
600+ 3.92% |
$48.7K - $54.7K
|
15.9K
$2.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
600+ 33.04% |
$48.7K - $54.7K
|
2.42K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
585+ 1.16% |
$47.5K - $53.3K
|
50.8K
$6.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
583+ 200.34% |
$47.4K - $53.1K
|
874
$112K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
576+ 10.37% |
$46.8K - $52.5K
|
6.13K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
575+ 1.86% |
$46.7K - $52.4K
|
31.6K
$4.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
570New |
$46.3K - $51.9K
|
570
$72.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
563+ 6.53% |
$45.7K - $51.3K
|
9.19K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
561+ 1.88% |
$45.6K - $51.1K
|
30.4K
$3.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
561New |
$45.6K - $51.1K
|
561
$71.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
550New |
$44.7K - $50.1K
|
550
$70.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
543+ 11.59% |
$44.1K - $49.5K
|
5.23K
$668K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
540+ 1.12% |
$43.9K - $49.2K
|
48.6K
$6.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
538+ 39.94% |
$43.7K - $49K
|
1.89K
$241K
|