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
|
Ellsworth Advisors, LLC
|
BUY
|
- |
10+ 0.37% |
$812 - $911
|
2.72K
$348K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10+ 11.36% |
$812 - $911
|
98
$12.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
10New |
$812 - $911
|
10
$1.28K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
9+ 0.1% |
$731 - $820
|
9.11K
$1.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
8+ 0.38% |
$650 - $729
|
2.13K
$272K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 1.33% |
$650 - $729
|
608
$77.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
7+ 0.04% |
$569 - $638
|
16.9K
$2.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7New |
$569 - $638
|
7
$895
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
7+ 0.08% |
$569 - $638
|
8.33K
$1.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6+ 0.62% |
$487 - $547
|
981
$125K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
6+ 0.1% |
$487 - $547
|
5.75K
$735K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5New |
$406 - $456
|
5
$639
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.51% |
$325 - $364
|
785
$100K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.54% |
$325 - $364
|
742
$94.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
3+ 0.1% |
$244 - $273
|
3.16K
$404K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$244 - $273
|
2.55K
$326K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.4% |
$244 - $273
|
759
$97K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.07% |
$162 - $182
|
3.02K
$386K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$162 - $182
|
3.78K
$484K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.01% |
$162 - $182
|
14.8K
$1.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2+ 0.04% |
$162 - $182
|
4.46K
$570K
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
2+ 0.06% |
$162 - $182
|
3.26K
$417K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1+ 0.04% |
$81.2 - $91.1
|
2.37K
$303K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.54% |
$81.2 - $91.1
|
185
$23.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.13% |
$81.2 - $91.1
|
759
$97K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.51% |
$81.2 - $91.1
|
199
$25.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$81.2 - $91.1
|
6.13K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1+ 33.33% |
$81.2 - $91.1
|
4
$511
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.32% |
$81.2 - $91.1
|
77
$9.85K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$81.2 - $91.1
|
3.13K
$401K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 4.76% |
$81.2 - $91.1
|
20
$2.56K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.16% |
$81.2 - $91.1
|
606
$77.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2- 3.03% |
$162 - $182
|
64
$8.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 2.27% |
$162 - $182
|
86
$11K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3- 0.11% |
$244 - $273
|
2.64K
$337K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4- 0.29% |
$325 - $364
|
1.37K
$175K
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-4- 0.05% |
$325 - $364
|
8.42K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5- 0.07% |
$406 - $456
|
7.55K
$966K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-5- 0.08% |
$406 - $456
|
6.66K
$852K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-5Closed |
$406 - $456
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-7- 0.21% |
$569 - $638
|
3.32K
$425K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-7- 2.25% |
$569 - $638
|
304
$38.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-8- 0.07% |
$650 - $729
|
10.8K
$1.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10- 12.2% |
$812 - $911
|
72
$9.21K
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-12- 0.26% |
$975 - $1.09K
|
4.58K
$586K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 3.29% |
$1.06K - $1.18K
|
382
$48.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-13- 0.33% |
$1.06K - $1.18K
|
3.96K
$506K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-13- 0.44% |
$1.06K - $1.18K
|
2.91K
$372K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-15- 13.64% |
$1.22K - $1.37K
|
95
$12.1K
|