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 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-134- 2.39% |
$10.9K - $12.2K
|
5.47K
$700K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-138- 2.17% |
$11.2K - $12.6K
|
6.23K
$796K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-144- 2.5% |
$11.7K - $13.1K
|
5.61K
$718K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-147- 4.92% |
$11.9K - $13.4K
|
2.84K
$364K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-148- 2.74% |
$12K - $13.5K
|
5.25K
$671K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-149- 0.78% |
$12.1K - $13.6K
|
18.9K
$2.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-150- 0.74% |
$12.2K - $13.7K
|
20K
$2.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-150- 5.31% |
$12.2K - $13.7K
|
2.68K
$342K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-150- 18.5% |
$12.2K - $13.7K
|
661
$84.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-151- 1.48% |
$12.3K - $13.8K
|
10.1K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-151- 0.55% |
$12.3K - $13.8K
|
27.3K
$3.49M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-154- 6.55% |
$12.5K - $14K
|
2.2K
$281K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-156- 49.21% |
$12.7K - $14.2K
|
161
$20.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-158- 1.34% |
$12.8K - $14.4K
|
11.6K
$1.49M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-158- 1.34% |
$12.8K - $14.4K
|
11.6K
$1.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-163- 0.69% |
$13.2K - $14.9K
|
23.3K
$2.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-164- 3.7% |
$13.3K - $14.9K
|
4.27K
$545K
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-166- 1.13% |
$13.5K - $15.1K
|
14.5K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-168- 4.15% |
$13.6K - $15.3K
|
3.88K
$496K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-169- 1.41% |
$13.7K - $15.4K
|
11.8K
$1.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-170- 1.98% |
$13.8K - $15.5K
|
8.41K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-170- 2.89% |
$13.8K - $15.5K
|
5.72K
$731K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-176- 4.99% |
$14.3K - $16K
|
3.35K
$428K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-176- 0.42% |
$14.3K - $16K
|
41.4K
$5.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-179- 2.08% |
$14.5K - $16.3K
|
8.43K
$1.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-184- 0.58% |
$14.9K - $16.8K
|
31.5K
$4.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-185- 3.66% |
$15K - $16.9K
|
4.87K
$622K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-185- 4.73% |
$15K - $16.9K
|
3.72K
$476K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-188- 2.57% |
$15.3K - $17.1K
|
7.13K
$911K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-191- 10.63% |
$15.5K - $17.4K
|
1.61K
$205K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-192- 1.63% |
$15.6K - $17.5K
|
11.6K
$1.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-196- 1.26% |
$15.9K - $17.9K
|
15.4K
$1.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-197- 0.8% |
$16K - $18K
|
24.5K
$3.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Salzhauer Michael
|
SELL
|
- |
-200- 2.8% |
$16.2K - $18.2K
|
6.94K
$887K
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-200- 26.32% |
$16.2K - $18.2K
|
560
$71.6K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-200- 4.11% |
$16.2K - $18.2K
|
4.66K
$596K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-203- 4.84% |
$16.5K - $18.5K
|
3.99K
$510K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-203- 1.76% |
$16.5K - $18.5K
|
11.3K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-205- 3.48% |
$16.7K - $18.7K
|
5.68K
$727K
|
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-208- 1.39% |
$16.9K - $19K
|
14.7K
$1.88M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-208- 38.45% |
$16.9K - $19K
|
333
$42.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-215- 1.8% |
$17.5K - $19.6K
|
11.7K
$1.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-218- 7.23% |
$17.7K - $19.9K
|
2.8K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-222- 1.1% |
$18K - $20.2K
|
19.9K
$2.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-222- 3.54% |
$18K - $20.2K
|
6.05K
$774K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-223- 6.48% |
$18.1K - $20.3K
|
3.22K
$411K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-225- 5.74% |
$18.3K - $20.5K
|
3.69K
$472K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-227- 8.17% |
$18.4K - $20.7K
|
2.55K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-227- 3.6% |
$18.4K - $20.7K
|
6.08K
$777K
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-228- 6.79% |
$18.5K - $20.8K
|
3.13K
$400K
|