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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
46+ 0.94% |
$3.74K - $4.19K
|
4.92K
$628K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
45+ 2.19% |
$3.65K - $4.1K
|
2.1K
$268K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
45+ 9.15% |
$3.65K - $4.1K
|
537
$68.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
44+ 40.74% |
$3.57K - $4.01K
|
152
$19.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
44+ 0.43% |
$3.57K - $4.01K
|
10.2K
$1.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
43+ 0.37% |
$3.49K - $3.92K
|
11.7K
$1.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
43+ 1.58% |
$3.49K - $3.92K
|
2.76K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
42New |
$3.41K - $3.83K
|
42
$5.37K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
42+ 10.71% |
$3.41K - $3.83K
|
434
$55.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
40+ 1.58% |
$3.25K - $3.64K
|
2.57K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
40+ 0.38% |
$3.25K - $3.64K
|
10.5K
$1.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
38+ 0.92% |
$3.09K - $3.46K
|
4.17K
$533K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
38+ 0.87% |
$3.09K - $3.46K
|
4.39K
$561K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
36+ 0.08% |
$2.92K - $3.28K
|
44.4K
$5.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
36+ 0.64% |
$2.92K - $3.28K
|
5.62K
$719K
|
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
36+ 0.1% |
$2.92K - $3.28K
|
36.6K
$4.68M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
35+ 0.38% |
$2.84K - $3.19K
|
9.25K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
35+ 0.29% |
$2.84K - $3.19K
|
11.9K
$1.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
32+ 5.6% |
$2.6K - $2.92K
|
603
$77.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
32+ 1.1% |
$2.6K - $2.92K
|
2.95K
$377K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
30+ 0.07% |
$2.44K - $2.73K
|
45.6K
$5.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30+ 0.21% |
$2.44K - $2.73K
|
14.2K
$1.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
28+ 0.8% |
$2.27K - $2.55K
|
3.55K
$454K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
26+ 0.71% |
$2.11K - $2.37K
|
3.68K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
26+ 0.55% |
$2.11K - $2.37K
|
4.79K
$612K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
25+ 0.83% |
$2.03K - $2.28K
|
3.02K
$386K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
24+ 0.19% |
$1.95K - $2.19K
|
12.6K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 0.55% |
$1.87K - $2.1K
|
4.19K
$536K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23+ 0.55% |
$1.87K - $2.1K
|
4.19K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.05% |
$1.79K - $2K
|
41.1K
$5.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21+ 0.34% |
$1.71K - $1.91K
|
6.28K
$803K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
20+ 0.38% |
$1.62K - $1.82K
|
5.22K
$667K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
19+ 0.23% |
$1.54K - $1.73K
|
8.23K
$1.05M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
19+ 0.69% |
$1.54K - $1.73K
|
2.76K
$353K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
18+ 58.06% |
$1.46K - $1.64K
|
49
$6.27K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18+ 0.48% |
$1.46K - $1.64K
|
3.73K
$477K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
17New |
$1.38K - $1.55K
|
17
$2.17K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
17+ 1.99% |
$1.38K - $1.55K
|
872
$111K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
17+ 0.73% |
$1.38K - $1.55K
|
2.35K
$301K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
16+ 0.54% |
$1.3K - $1.46K
|
2.98K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
16+ 0.57% |
$1.3K - $1.46K
|
2.84K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
16+ 0.57% |
$1.3K - $1.46K
|
2.84K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
16+ 0.15% |
$1.3K - $1.46K
|
10.6K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
15+ 2.9% |
$1.22K - $1.37K
|
533
$68.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
13+ 0.93% |
$1.06K - $1.18K
|
1.4K
$180K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
13+ 0.2% |
$1.06K - $1.18K
|
6.49K
$830K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
13+ 0.37% |
$1.06K - $1.18K
|
3.52K
$450K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
12+ 0.5% |
$975 - $1.09K
|
2.4K
$307K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11+ 0.04% |
$893 - $1K
|
28.7K
$3.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11+ 0.96% |
$893 - $1K
|
1.16K
$148K
|