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 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-65- 4.41% |
$5.28K - $5.92K
|
1.41K
$194K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-68- 15.6% |
$5.52K - $6.2K
|
368
$50.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-74- 0.78% |
$6.01K - $6.74K
|
9.41K
$1.3M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-75- 2.1% |
$6.09K - $6.83K
|
3.5K
$482K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-75- 1.73% |
$6.09K - $6.83K
|
4.25K
$586K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-75- 1.58% |
$6.09K - $6.83K
|
4.66K
$642K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-75- 1.0% |
$6.09K - $6.83K
|
7.42K
$1.02M
|
|
|
Aug 24, 2023
Q2 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-75- 0.39% |
$6.09K - $6.83K
|
19K
$2.62M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-76- 0.47% |
$6.17K - $6.93K
|
16.1K
$2.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-78- 6.3% |
$6.34K - $7.11K
|
1.16K
$160K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-80- 10.74% |
$6.5K - $7.29K
|
665
$91.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-81- 1.69% |
$6.58K - $7.38K
|
4.72K
$650K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-83- 2.94% |
$6.74K - $7.56K
|
2.74K
$377K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-83- 3.16% |
$6.74K - $7.56K
|
2.54K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-83- 2.48% |
$6.74K - $7.56K
|
3.27K
$450K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-85- 0.79% |
$6.9K - $7.75K
|
10.7K
$1.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-87- 0.47% |
$7.07K - $7.93K
|
18.4K
$2.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-89- 0.52% |
$7.23K - $8.11K
|
17.2K
$2.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-90- 2.81% |
$7.31K - $8.2K
|
3.11K
$428K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-92- 3.61% |
$7.47K - $8.38K
|
2.46K
$339K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-92- 3.62% |
$7.47K - $8.38K
|
2.45K
$338K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-95- 2.43% |
$7.72K - $8.66K
|
3.81K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-98- 2.65% |
$7.96K - $8.93K
|
3.6K
$497K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-100- 3.45% |
$8.12K - $9.11K
|
2.8K
$386K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-100- 33.33% |
$8.12K - $9.11K
|
200
$27.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-100- 3.26% |
$8.12K - $9.11K
|
2.97K
$409K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-100- 0.48% |
$8.12K - $9.11K
|
20.6K
$2.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-100- 3.33% |
$8.12K - $9.11K
|
2.9K
$400K
|
|
|
Aug 10, 2023
Q2 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-100- 1.87% |
$8.12K - $9.11K
|
5.25K
$723K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 12.3% |
$8.12K - $9.11K
|
713
$98.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-101- 1.72% |
$8.2K - $9.2K
|
5.78K
$796K
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-102- 0.54% |
$8.28K - $9.29K
|
18.9K
$2.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-105- 1.47% |
$8.53K - $9.57K
|
7.03K
$968K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-105- 1.66% |
$8.53K - $9.57K
|
6.21K
$856K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-105- 0.64% |
$8.53K - $9.57K
|
16.4K
$2.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-106- 1.16% |
$8.61K - $9.66K
|
9K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-106- 1.84% |
$8.61K - $9.66K
|
5.65K
$779K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-107- 3.96% |
$8.69K - $9.75K
|
2.59K
$357K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-114- 2.85% |
$9.26K - $10.4K
|
3.89K
$536K
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-114- 2.04% |
$9.26K - $10.4K
|
5.48K
$755K
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-115- 2.1% |
$9.34K - $10.5K
|
5.35K
$737K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-119- 2.96% |
$9.67K - $10.8K
|
3.91K
$538K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-120- 1.51% |
$9.75K - $10.9K
|
7.83K
$1.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-120- 3.85% |
$9.75K - $10.9K
|
3K
$413K
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-121- 0.29% |
$9.83K - $11K
|
41.5K
$5.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-122- 3.09% |
$9.91K - $11.1K
|
3.82K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-124- 1.53% |
$10.1K - $11.3K
|
8K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-126- 3.17% |
$10.2K - $11.5K
|
3.85K
$531K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-126- 1.72% |
$10.2K - $11.5K
|
7.22K
$995K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-133- 1.73% |
$10.8K - $12.1K
|
7.56K
$1.04M
|