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 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-15- 0.21% |
$1.22K - $1.37K
|
7.16K
$915K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-15- 0.24% |
$1.22K - $1.37K
|
6.36K
$813K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-15- 0.4% |
$1.22K - $1.37K
|
3.75K
$480K
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-16- 0.14% |
$1.3K - $1.46K
|
11.3K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-16- 0.18% |
$1.3K - $1.46K
|
8.71K
$1.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-17- 1.68% |
$1.38K - $1.55K
|
996
$127K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-17- 2.21% |
$1.38K - $1.55K
|
753
$96.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-17- 0.45% |
$1.38K - $1.55K
|
3.73K
$477K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-17- 19.54% |
$1.38K - $1.55K
|
70
$8.95K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-20- 2.11% |
$1.62K - $1.82K
|
930
$119K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-21- 1.18% |
$1.71K - $1.91K
|
1.76K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-24- 0.44% |
$1.95K - $2.19K
|
5.38K
$688K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-24- 92.31% |
$1.95K - $2.19K
|
2
$256
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-26- 0.58% |
$2.11K - $2.37K
|
4.49K
$574K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-26- 0.4% |
$2.11K - $2.37K
|
6.56K
$838K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-26- 0.28% |
$2.11K - $2.37K
|
9.41K
$1.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-29- 0.54% |
$2.36K - $2.64K
|
5.32K
$680K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-29- 0.23% |
$2.36K - $2.64K
|
12.5K
$1.6M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-29- 1.12% |
$2.36K - $2.64K
|
2.56K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-31- 1.04% |
$2.52K - $2.82K
|
2.94K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-33- 0.28% |
$2.68K - $3.01K
|
11.8K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-34- 0.05% |
$2.76K - $3.1K
|
72.9K
$9.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-35- 1.4% |
$2.84K - $3.19K
|
2.46K
$314K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-36- 1.18% |
$2.92K - $3.28K
|
3.02K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-38- 2.68% |
$3.09K - $3.46K
|
1.38K
$176K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-38- 2.06% |
$3.09K - $3.46K
|
1.8K
$231K
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-40- 0.79% |
$3.25K - $3.64K
|
5.02K
$642K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-40- 2.4% |
$3.25K - $3.64K
|
1.63K
$208K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 3.17% |
$3.25K - $3.64K
|
1.22K
$156K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-40- 3.67% |
$3.25K - $3.64K
|
1.05K
$134K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-43- 0.66% |
$3.49K - $3.92K
|
6.44K
$823K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-43- 0.45% |
$3.49K - $3.92K
|
9.47K
$1.21M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-44- 0.79% |
$3.57K - $4.01K
|
5.53K
$707K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-45- 44.55% |
$3.65K - $4.1K
|
56
$7.16K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-45- 0.26% |
$3.65K - $4.1K
|
17K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-45- 2.01% |
$3.65K - $4.1K
|
2.19K
$280K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-46- 0.11% |
$3.74K - $4.19K
|
42.8K
$5.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-47- 0.61% |
$3.82K - $4.28K
|
7.63K
$975K
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-48- 0.95% |
$3.9K - $4.37K
|
5.02K
$642K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-48- 0.94% |
$3.9K - $4.37K
|
5.04K
$645K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-50- 0.74% |
$4.06K - $4.56K
|
6.68K
$854K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-51- 0.26% |
$4.14K - $4.65K
|
19.8K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-51- 4.11% |
$4.14K - $4.65K
|
1.19K
$152K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-54- 24.55% |
$4.39K - $4.92K
|
166
$21.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-55- 0.48% |
$4.47K - $5.01K
|
11.4K
$1.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-55- 9.32% |
$4.47K - $5.01K
|
535
$68.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-61- 0.5% |
$4.95K - $5.56K
|
12.3K
$1.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-64- 2.57% |
$5.2K - $5.83K
|
2.43K
$310K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-65- 1.96% |
$5.28K - $5.92K
|
3.24K
$415K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-65- 4.41% |
$5.28K - $5.92K
|
1.41K
$180K
|