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 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
116+ 1.94% |
$9.42K - $10.6K
|
6.09K
$779K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
109+ 14.69% |
$8.85K - $9.93K
|
851
$109K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
108+ 0.94% |
$8.77K - $9.84K
|
11.6K
$1.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
107+ 20.86% |
$8.69K - $9.75K
|
620
$79.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
106+ 10.77% |
$8.61K - $9.66K
|
1.09K
$139K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
104+ 7.02% |
$8.45K - $9.48K
|
1.59K
$203K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
103+ 0.62% |
$8.37K - $9.39K
|
16.6K
$2.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
102+ 0.4% |
$8.28K - $9.29K
|
25.4K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
101+ 2.99% |
$8.2K - $9.2K
|
3.48K
$444K
|
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
101+ 0.23% |
$8.2K - $9.2K
|
43.6K
$5.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 4.38% |
$8.12K - $9.11K
|
2.39K
$305K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
99+ 4.75% |
$8.04K - $9.02K
|
2.18K
$279K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
98+ 3.97% |
$7.96K - $8.93K
|
2.57K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
98+ 0.43% |
$7.96K - $8.93K
|
22.8K
$2.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
96+ 2.23% |
$7.8K - $8.75K
|
4.4K
$563K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
95+ 0.5% |
$7.72K - $8.66K
|
19.1K
$2.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
93+ 0.61% |
$7.55K - $8.47K
|
15.3K
$1.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
91+ 3.42% |
$7.39K - $8.29K
|
2.75K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
90New |
$7.31K - $8.2K
|
90
$11.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
87+ 2.03% |
$7.07K - $7.93K
|
4.37K
$558K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
87+ 3.81% |
$7.07K - $7.93K
|
2.37K
$303K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
86+ 1.9% |
$6.98K - $7.84K
|
4.61K
$590K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
84+ 1.11% |
$6.82K - $7.65K
|
7.67K
$980K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
81+ 0.68% |
$6.58K - $7.38K
|
12.1K
$1.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
80+ 1.12% |
$6.5K - $7.29K
|
7.2K
$921K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
79+ 0.03% |
$6.42K - $7.2K
|
252K
$32.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
76+ 8.54% |
$6.17K - $6.93K
|
966
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
76+ 2.37% |
$6.17K - $6.93K
|
3.28K
$420K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
75+ 4.08% |
$6.09K - $6.83K
|
1.91K
$244K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
73+ 34.43% |
$5.93K - $6.65K
|
285
$36.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
69+ 2.06% |
$5.6K - $6.29K
|
3.42K
$438K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
69+ 4.04% |
$5.6K - $6.29K
|
1.78K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
69+ 0.83% |
$5.6K - $6.29K
|
8.42K
$1.08M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
68+ 2.81% |
$5.52K - $6.2K
|
2.48K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
64+ 2.18% |
$5.2K - $5.83K
|
3K
$383K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
63+ 12.05% |
$5.12K - $5.74K
|
586
$74.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
63+ 0.7% |
$5.12K - $5.74K
|
9.08K
$1.16M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
62+ 9.21% |
$5.04K - $5.65K
|
735
$94K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
62+ 2.15% |
$5.04K - $5.65K
|
2.95K
$377K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
61+ 5.42% |
$4.95K - $5.56K
|
1.19K
$152K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
57+ 5.87% |
$4.63K - $5.19K
|
1.03K
$131K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
57+ 0.96% |
$4.63K - $5.19K
|
6.01K
$769K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
55+ 1.27% |
$4.47K - $5.01K
|
4.37K
$559K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
54+ 9.8% |
$4.39K - $4.92K
|
605
$77.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
52+ 0.33% |
$4.22K - $4.74K
|
15.9K
$2.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 5.06% |
$4.06K - $4.56K
|
1.04K
$133K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
50New |
$4.06K - $4.56K
|
50
$6.39K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
47+ 204.35% |
$3.82K - $4.28K
|
70
$8.95K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
47New |
$3.82K - $4.28K
|
47
$6.01K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
46+ 0.94% |
$3.74K - $4.19K
|
4.95K
$633K
|