Purchases and Sales Made in Q2 2023 in Morgan Stanley (MS)

MS Quotes by TradingView

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
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
335
+ 6.18%
$27.2K - $30.5K
5.75K $735K
Aug 09, 2023 Q2 2023
Highland Capital Management, LLC

BUY
 -
330
+ 0.66%
$26.8K - $30.1K
50.6K $6.47M
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
324
+ 2.97%
$26.3K - $29.5K
11.2K $1.44M
Jul 24, 2023 Q2 2023
Whittier Trust CO

BUY
 -
319
+ 2.35%
$25.9K - $29.1K
13.9K $1.78M
Aug 10, 2023 Q2 2023
Transatlantique Private Wealth LLC

BUY
 -
314
+ 4.74%
$25.5K - $28.6K
6.94K $887K
Jun 25, 2024 Q2 2023
Transatlantique Private Wealth LLC

BUY
 -
314
+ 4.74%
$25.5K - $28.6K
6.94K $887K
Aug 14, 2023 Q2 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
311
+ 7.08%
$25.3K - $28.3K
4.7K $601K
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
310
+ 1.85%
$25.2K - $28.2K
17.1K $2.19M
Jul 12, 2023 Q2 2023
Windsor Group LTD

BUY
 -
308
+ 12.26%
$25K - $28.1K
2.82K $361K
Aug 10, 2023 Q2 2023
Trust Investment Advisors

BUY
 -
307
+ 1.79%
$24.9K - $28K
17.4K $2.23M
Jul 31, 2023 Q2 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
302
+ 8.91%
$24.5K - $27.5K
3.69K $472K
Jul 11, 2023 Q2 2023
Czech National Bank

Prague, 2N
BUY
 -
300
+ 0.19%
$24.4K - $27.3K
154K $19.7M
Aug 08, 2023 Q2 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
300
+ 3.73%
$24.4K - $27.3K
8.35K $1.07M
Aug 08, 2023 Q2 2023
Pekin Hardy Strauss, Inc.

BUY
 -
300
+ 2.36%
$24.4K - $27.3K
13K $1.67M
Aug 14, 2023 Q2 2023
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
300
New
$24.4K - $27.3K
300 $38.4K
Aug 14, 2023 Q2 2023
United Services Automobile Association

San Antonio, TX
BUY
 -
296
+ 0.92%
$24K - $27K
32.4K $4.14M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
295
New
$24K - $26.9K
295 $37.7K
Jul 17, 2023 Q2 2023
Pfg Private Wealth Management, LLC

BUY
 -
289
+ 20.27%
$23.5K - $26.3K
1.72K $219K
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
283
+ 39.09%
$23K - $25.8K
1.01K $129K
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
282
+ 1.74%
$22.9K - $25.7K
16.5K $2.11M
Aug 14, 2023 Q2 2023
Kingfisher Capital LLC

BUY
 -
281
+ 11.04%
$22.8K - $25.6K
2.83K $361K
Jul 06, 2023 Q2 2023
Fulton Bank, N.A.

BUY
 -
278
+ 1.92%
$22.6K - $25.3K
14.8K $1.89M
Jul 24, 2023 Q2 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
278
+ 2.92%
$22.6K - $25.3K
9.79K $1.25M
Jul 24, 2023 Q2 2023
Calton & Associates, Inc.

BUY
 -
275
+ 5.99%
$22.3K - $25.1K
4.87K $622K
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
BUY
 -
275
+ 0.59%
$22.3K - $25.1K
46.8K $5.98M
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
267
+ 12.09%
$21.7K - $24.3K
2.48K $316K
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
260
+ 5.91%
$21.1K - $23.7K
4.66K $596K
Aug 14, 2023 Q2 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
257
New
$20.9K - $23.4K
257 $32.9K
Aug 08, 2023 Q2 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
254
+ 7.8%
$20.6K - $23.1K
3.51K $449K
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
248
+ 5.72%
$20.1K - $22.6K
4.59K $586K
Aug 10, 2023 Q2 2023
Belmont Capital, LLC

BUY
 -
238
New
$19.3K - $21.7K
238 $30.4K
Aug 10, 2023 Q2 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
234
+ 6.79%
$19K - $21.3K
3.68K $471K
Aug 08, 2023 Q2 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
233
New
$18.9K - $21.2K
233 $29.8K
Jul 10, 2023 Q2 2023
Financial Management Professionals, Inc.

BUY
 -
232
+ 3.15%
$18.8K - $21.1K
7.6K $972K
Jul 27, 2023 Q2 2023
Folger Nolan Fleming Douglas Capital Management, Inc

BUY
 -
231
+ 2.62%
$18.8K - $21K
9.05K $1.16M
Aug 14, 2023 Q2 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
226
+ 1.83%
$18.4K - $20.6K
12.6K $1.61M
Jul 12, 2023 Q2 2023
American National Bank

BUY
 -
223
+ 4.08%
$18.1K - $20.3K
5.68K $727K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
222
+ 2.48%
$18K - $20.2K
9.19K $1.18M
Aug 11, 2023 Q2 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
222
+ 0.2%
$18K - $20.2K
113K $14.5M
Jul 17, 2023 Q2 2023
Castle Wealth Management LLC

BUY
 -
217
+ 3.54%
$17.6K - $19.8K
6.35K $811K
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

BUY
 -
214
+ 1.9%
$17.4K - $19.5K
11.5K $1.47M
Jul 26, 2023 Q2 2023
Am Investment Strategies LLC

BUY
 -
212
+ 1.3%
$17.2K - $19.3K
16.5K $2.11M
Aug 11, 2023 Q2 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
211
+ 5.36%
$17.1K - $19.2K
4.15K $530K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
208
+ 140.54%
$16.9K - $19K
356 $45.5K
Jul 18, 2023 Q2 2023
Columbia Trust CO 01012016

BUY
 -
203
+ 1.93%
$16.5K - $18.5K
10.7K $1.37M
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
201
+ 9.55%
$16.3K - $18.3K
2.31K $295K
Jul 13, 2023 Q2 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
200
+ 4.36%
$16.2K - $18.2K
4.78K $612K
Aug 08, 2023 Q2 2023
Apriem Advisors

Irvine, CA
BUY
 -
200
+ 6.81%
$16.2K - $18.2K
3.14K $401K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
200
New
$16.2K - $18.2K
200 $25.6K

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