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 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
532New |
$43.2K - $48.5K
|
532
$68K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
532+ 0.93% |
$43.2K - $48.5K
|
57.6K
$7.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
519+ 4.13% |
$42.2K - $47.3K
|
13.1K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
513+ 2.26% |
$41.7K - $46.7K
|
23.2K
$2.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
503+ 19.22% |
$40.9K - $45.8K
|
3.12K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
502+ 2.42% |
$40.8K - $45.7K
|
21.2K
$2.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
501+ 0.09% |
$40.7K - $45.7K
|
557K
$71.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
497+ 7.02% |
$40.4K - $45.3K
|
7.58K
$969K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
495+ 27.18% |
$40.2K - $45.1K
|
2.32K
$296K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
490+ 3.13% |
$39.8K - $44.6K
|
16.2K
$2.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
489+ 19.55% |
$39.7K - $44.6K
|
2.99K
$382K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
481+ 65.53% |
$39.1K - $43.8K
|
1.22K
$155K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
480New |
$39K - $43.7K
|
480
$61.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
476+ 1.17% |
$38.7K - $43.4K
|
41.3K
$5.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
475New |
$38.6K - $43.3K
|
475
$60.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
473+ 3.55% |
$38.4K - $43.1K
|
13.8K
$1.76M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
461+ 17.34% |
$37.4K - $42K
|
3.12K
$399K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
454+ 9.3% |
$36.9K - $41.4K
|
5.34K
$682K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
453+ 6.73% |
$36.8K - $41.3K
|
7.18K
$918K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
451+ 3.51% |
$36.6K - $41.1K
|
13.3K
$1.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
448+ 5.35% |
$36.4K - $40.8K
|
8.82K
$1.13M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
447+ 6.32% |
$36.3K - $40.7K
|
7.52K
$961K
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
437+ 68.6% |
$35.5K - $39.8K
|
1.07K
$137K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
432+ 2.06% |
$35.1K - $39.4K
|
21.4K
$2.74M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
430+ 1.34% |
$34.9K - $39.2K
|
32.6K
$4.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
425+ 408.65% |
$34.5K - $38.7K
|
529
$67.6K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
422+ 5.04% |
$34.3K - $38.5K
|
8.8K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
420+ 2.59% |
$34.1K - $38.3K
|
16.6K
$2.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
420+ 4.34% |
$34.1K - $38.3K
|
10.1K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
416+ 0.55% |
$33.8K - $37.9K
|
76.4K
$9.77M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
414+ 6.27% |
$33.6K - $37.7K
|
7.02K
$897K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
409+ 2045.0% |
$33.2K - $37.3K
|
429
$54.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
403+ 9.62% |
$32.7K - $36.7K
|
4.59K
$587K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
400+ 0.97% |
$32.5K - $36.4K
|
41.5K
$5.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
400+ 0.17% |
$32.5K - $36.4K
|
235K
$30.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
395+ 0.93% |
$32.1K - $36K
|
42.8K
$5.47M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
395+ 0.93% |
$32.1K - $36K
|
42.8K
$5.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
381+ 13.88% |
$30.9K - $34.7K
|
3.13K
$400K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
380+ 6.21% |
$30.9K - $34.6K
|
6.5K
$831K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
378+ 1.6% |
$30.7K - $34.4K
|
23.9K
$3.06M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
376+ 4700.0% |
$30.5K - $34.3K
|
384
$49.1K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
375+ 10.22% |
$30.5K - $34.2K
|
4.05K
$517K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
373+ 14.05% |
$30.3K - $34K
|
3.03K
$387K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
367+ 7.02% |
$29.8K - $33.4K
|
5.59K
$715K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
363+ 0.13% |
$29.5K - $33.1K
|
284K
$36.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
360+ 15.63% |
$29.2K - $32.8K
|
2.66K
$340K
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
349+ 0.49% |
$28.3K - $31.8K
|
71.2K
$9.1M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
348New |
$28.3K - $31.7K
|
348
$44.5K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
346+ 5.65% |
$28.1K - $31.5K
|
6.47K
$827K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
345+ 0.91% |
$28K - $31.4K
|
38.4K
$4.91M
|