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 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
100KNew |
$8.12M - $9.11M
|
100K
$13.6M
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
99K+ 295.95% |
$8.04M - $9.02M
|
132K
$18M
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
99K+ 295.95% |
$8.04M - $9.02M
|
132K
$18M
|
|
Aug 11, 2023
Q2 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
97.5K+ 21.8% |
$7.92M - $8.89M
|
545K
$74.1M
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
97.3K+ 131.51% |
$7.9M - $8.87M
|
171K
$23.3M
|
|
Aug 14, 2023
Q2 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
95.2KNew |
$7.74M - $8.68M
|
95.2K
$13M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
90.2K+ 2429.67% |
$7.33M - $8.22M
|
94K
$12.8M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
85.9K+ 53.93% |
$6.98M - $7.83M
|
245K
$33.4M
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
84.1KNew |
$6.83M - $7.66M
|
84.1K
$11.4M
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
83K+ 4924.97% |
$6.74M - $7.57M
|
84.7K
$11.5M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
81.8K+ 17.34% |
$6.64M - $7.45M
|
553K
$75.3M
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
80.5KNew |
$6.54M - $7.33M
|
80.5K
$10.9M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
80.1K+ 59.51% |
$6.51M - $7.3M
|
215K
$29.2M
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
79.7KNew |
$6.47M - $7.26M
|
79.7K
$10.8M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
78.9K+ 9.09% |
$6.4M - $7.19M
|
946K
$129M
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
77.2K+ 7.76% |
$6.27M - $7.03M
|
1.07M
$146M
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
75.4K+ 7.68% |
$6.12M - $6.87M
|
1.06M
$144M
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
75.4K+ 7.68% |
$6.12M - $6.87M
|
1.06M
$144M
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
73K+ 97.76% |
$5.93M - $6.65M
|
148K
$20.1M
|
|
Aug 14, 2023
Q2 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
70K+ 8.64% |
$5.69M - $6.38M
|
880K
$120M
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
65.8K+ 6.8% |
$5.34M - $6M
|
1.03M
$141M
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
64.8KNew |
$5.26M - $5.9M
|
64.8K
$8.81M
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
64.8K+ 53.38% |
$5.26M - $5.9M
|
186K
$25.3M
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
64.3K+ 22.48% |
$5.22M - $5.86M
|
350K
$47.7M
|
|
Aug 09, 2023
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
63.5K+ 6.59% |
$5.16M - $5.78M
|
1.03M
$140M
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
63.5K+ 6.59% |
$5.16M - $5.78M
|
1.03M
$140M
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
62.7K+ 73.77% |
$5.09M - $5.71M
|
148K
$20.1M
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
60.4K+ 11.04% |
$4.9M - $5.5M
|
607K
$82.5M
|
|
Aug 14, 2023
Q2 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
59.5KNew |
$4.84M - $5.42M
|
59.5K
$8.1M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
59.3K+ 314.25% |
$4.82M - $5.4M
|
78.2K
$10.6M
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
56K+ 792.52% |
$4.55M - $5.11M
|
63.1K
$8.58M
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
53.6K+ 55.53% |
$4.35M - $4.88M
|
150K
$20.4M
|
|
Aug 14, 2023
Q2 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
53.5KNew |
$4.35M - $4.87M
|
53.5K
$7.28M
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
53.5K+ 37.04% |
$4.34M - $4.87M
|
198K
$26.9M
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
51.6K+ 963.35% |
$4.19M - $4.7M
|
56.9K
$7.74M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
50.9K+ 183.75% |
$4.13M - $4.64M
|
78.6K
$10.7M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.7K+ 16.66% |
$4.04M - $4.53M
|
348K
$47.3M
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
49.6K+ 8.74% |
$4.03M - $4.52M
|
617K
$83.9M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
47.9KNew |
$3.89M - $4.36M
|
47.9K
$6.51M
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
47.8KNew |
$3.88M - $4.35M
|
47.8K
$6.49M
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
47.6K+ 10.55% |
$3.86M - $4.33M
|
499K
$67.8M
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
47.4K+ 13.34% |
$3.85M - $4.32M
|
402K
$54.7M
|
|
Jul 14, 2023
Q2 2023
|
Imc Chicago, LLC
|
BUY
|
- |
46.7KNew |
$3.79M - $4.25M
|
46.7K
$6.35M
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
46.5K+ 2308.8% |
$3.77M - $4.23M
|
48.5K
$6.59M
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
46.1KNew |
$3.74M - $4.2M
|
46.1K
$6.27M
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
45.1K+ 58.64% |
$3.66M - $4.11M
|
122K
$16.6M
|
|
Jul 28, 2023
Q2 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
43.3K+ 269.81% |
$3.51M - $3.94M
|
59.3K
$8.06M
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
43.1KNew |
$3.5M - $3.92M
|
43.1K
$5.86M
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
42.5K+ 26.02% |
$3.45M - $3.87M
|
206K
$28M
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
41.5K+ 607.06% |
$3.37M - $3.78M
|
48.3K
$6.57M
|