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 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200New |
$16.2K - $18.2K
|
200
$25.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
198+ 7.62% |
$16.1K - $18K
|
2.8K
$358K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
198New |
$16.1K - $18K
|
198
$25.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
193+ 8.28% |
$15.7K - $17.6K
|
2.52K
$323K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
192+ 7.82% |
$15.6K - $17.5K
|
2.65K
$338K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
192+ 7.19% |
$15.6K - $17.5K
|
2.86K
$366K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
190+ 0.7% |
$15.4K - $17.3K
|
27.2K
$3.48M
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
188+ 0.65% |
$15.3K - $17.1K
|
29.3K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
188+ 3.41% |
$15.3K - $17.1K
|
5.71K
$729K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
186+ 5.25% |
$15.1K - $16.9K
|
3.73K
$477K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
181+ 0.27% |
$14.7K - $16.5K
|
67.9K
$8.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
175+ 6.79% |
$14.2K - $15.9K
|
2.75K
$352K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
175+ 3.66% |
$14.2K - $15.9K
|
4.96K
$634K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
173New |
$14.1K - $15.8K
|
173
$22.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
172+ 3.9% |
$14K - $15.7K
|
4.58K
$586K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
172+ 0.75% |
$14K - $15.7K
|
23.3K
$2.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
171+ 0.43% |
$13.9K - $15.6K
|
39.7K
$5.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
170+ 6.92% |
$13.8K - $15.5K
|
2.63K
$336K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
170+ 3.34% |
$13.8K - $15.5K
|
5.26K
$673K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
169+ 0.17% |
$13.7K - $15.4K
|
101K
$13M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
163+ 1.28% |
$13.2K - $14.9K
|
12.9K
$1.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
163+ 1.38% |
$13.2K - $14.9K
|
11.9K
$1.53M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
160+ 1.01% |
$13K - $14.6K
|
16.1K
$2.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
159+ 0.79% |
$12.9K - $14.5K
|
20.3K
$2.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
156New |
$12.7K - $14.2K
|
156
$19.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
155New |
$12.6K - $14.1K
|
155
$19.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
150+ 4.71% |
$12.2K - $13.7K
|
3.34K
$427K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
149+ 5.27% |
$12.1K - $13.6K
|
2.98K
$381K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
147+ 1.37% |
$11.9K - $13.4K
|
10.9K
$1.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
145+ 1.17% |
$11.8K - $13.2K
|
12.6K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
145+ 2.53% |
$11.8K - $13.2K
|
5.87K
$751K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
143+ 0.98% |
$11.6K - $13K
|
14.7K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
142+ 1.93% |
$11.5K - $12.9K
|
7.51K
$960K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
140+ 2.51% |
$11.4K - $12.8K
|
5.71K
$730K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
134+ 3.51% |
$10.9K - $12.2K
|
3.95K
$505K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
134+ 1.05% |
$10.9K - $12.2K
|
12.9K
$1.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
132+ 2.6% |
$10.7K - $12K
|
5.21K
$666K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
128+ 4.86% |
$10.4K - $11.7K
|
2.76K
$353K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
125+ 1.0% |
$10.2K - $11.4K
|
12.6K
$1.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
125+ 0.74% |
$10.2K - $11.4K
|
17K
$2.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
125+ 0.52% |
$10.2K - $11.4K
|
24.4K
$3.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
125+ 0.69% |
$10.2K - $11.4K
|
18.3K
$2.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
123+ 3.37% |
$9.99K - $11.2K
|
3.77K
$482K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
123+ 4.24% |
$9.99K - $11.2K
|
3.03K
$387K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
123+ 151.85% |
$9.99K - $11.2K
|
204
$26.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
121+ 172.86% |
$9.83K - $11K
|
191
$24.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
121+ 1.21% |
$9.83K - $11K
|
10.1K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
119New |
$9.67K - $10.8K
|
119
$15.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
118+ 2.55% |
$9.58K - $10.8K
|
4.75K
$608K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
117+ 4.66% |
$9.5K - $10.7K
|
2.63K
$336K
|