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 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-229- 20.84% |
$18.6K - $20.9K
|
870
$111K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-230- 3.22% |
$18.7K - $21K
|
6.92K
$885K
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-233- 3.88% |
$18.9K - $21.2K
|
5.77K
$738K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-235- 16.49% |
$19.1K - $21.4K
|
1.19K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-235- 9.78% |
$19.1K - $21.4K
|
2.17K
$277K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-237- 5.39% |
$19.2K - $21.6K
|
4.16K
$532K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-247- 58.12% |
$20.1K - $22.5K
|
178
$22.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-248- 0.39% |
$20.1K - $22.6K
|
63.4K
$8.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-248- 3.6% |
$20.1K - $22.6K
|
6.64K
$849K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-249- 9.28% |
$20.2K - $22.7K
|
2.43K
$311K
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-250- 9.25% |
$20.3K - $22.8K
|
2.45K
$314K
|
|
|
Aug 11, 2023
Q2 2023
|
Granger Management LLC
|
SELL
|
- |
-255- 6.17% |
$20.7K - $23.2K
|
3.88K
$496K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-256- 13.27% |
$20.8K - $23.3K
|
1.67K
$214K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-262- 8.63% |
$21.3K - $23.9K
|
2.77K
$355K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-270- 0.52% |
$21.9K - $24.6K
|
52K
$6.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-281- 72.24% |
$22.8K - $25.6K
|
108
$13.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-287- 2.61% |
$23.3K - $26.2K
|
10.7K
$1.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-289- 10.88% |
$23.5K - $26.3K
|
2.37K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-291- 0.14% |
$23.6K - $26.5K
|
214K
$27.3M
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-293- 0.36% |
$23.8K - $26.7K
|
80.6K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-294- 0.45% |
$23.9K - $26.8K
|
65.6K
$8.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-305- 1.29% |
$24.8K - $27.8K
|
23.3K
$2.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-305- 1.97% |
$24.8K - $27.8K
|
15.2K
$1.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-311- 5.79% |
$25.3K - $28.3K
|
5.06K
$647K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-324- 9.16% |
$26.3K - $29.5K
|
3.21K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-324- 2.28% |
$26.3K - $29.5K
|
13.9K
$1.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-325- 9.83% |
$26.4K - $29.6K
|
2.98K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-334- 0.3% |
$27.1K - $30.4K
|
110K
$14.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-340- 0.63% |
$27.6K - $31K
|
53.3K
$6.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-346- 2.27% |
$28.1K - $31.5K
|
14.9K
$1.91M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-349- 0.09% |
$28.3K - $31.8K
|
408K
$52.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-352- 5.63% |
$28.6K - $32.1K
|
5.9K
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-352- 10.03% |
$28.6K - $32.1K
|
3.16K
$404K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-353- 0.49% |
$28.7K - $32.2K
|
72.1K
$9.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-356- 1.76% |
$28.9K - $32.4K
|
19.8K
$2.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-360- 4.56% |
$29.2K - $32.8K
|
7.54K
$964K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-366- 11.48% |
$29.7K - $33.3K
|
2.82K
$361K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-377- 3.17% |
$30.6K - $34.4K
|
11.5K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-378- 12.55% |
$30.7K - $34.4K
|
2.64K
$337K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-379- 58.67% |
$30.8K - $34.5K
|
267
$34.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-381- 2.12% |
$30.9K - $34.7K
|
17.6K
$2.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-400- 1.18% |
$32.5K - $36.4K
|
33.6K
$4.3M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-407- 4.98% |
$33.1K - $37.1K
|
7.76K
$992K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-417- 5.37% |
$33.9K - $38K
|
7.35K
$940K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-419- 1.81% |
$34K - $38.2K
|
22.8K
$2.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-425- 8.16% |
$34.5K - $38.7K
|
4.79K
$612K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-428- 7.77% |
$34.8K - $39K
|
5.08K
$650K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-430- 1.16% |
$34.9K - $39.2K
|
36.6K
$4.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-434- 7.76% |
$35.2K - $39.5K
|
5.16K
$660K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-434- 3.68% |
$35.2K - $39.5K
|
11.4K
$1.45M
|