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
|
South State Corp
|
SELL
|
- |
-440- 3.19% |
$35.7K - $40.1K
|
13.4K
$1.71M
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-441- 2.91% |
$35.8K - $40.2K
|
14.7K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-445- 12.94% |
$36.1K - $40.5K
|
2.99K
$383K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-450- 2.28% |
$36.5K - $41K
|
19.3K
$2.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-457- 2.94% |
$37.1K - $41.6K
|
15.1K
$1.93M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-460- 9.56% |
$37.4K - $41.9K
|
4.35K
$557K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-467- 5.42% |
$37.9K - $42.6K
|
8.15K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-474- 3.15% |
$38.5K - $43.2K
|
14.6K
$1.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-476- 10.83% |
$38.7K - $43.4K
|
3.92K
$501K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-479- 11.58% |
$38.9K - $43.6K
|
3.66K
$468K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-483- 32.35% |
$39.2K - $44K
|
1.01K
$129K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-485- 9.19% |
$39.4K - $44.2K
|
4.79K
$613K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-491- 1.85% |
$39.9K - $44.7K
|
26.1K
$3.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-498- 2.13% |
$40.4K - $45.4K
|
22.9K
$2.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-500- 50.0% |
$40.6K - $45.6K
|
500
$63.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-511- 4.01% |
$41.5K - $46.6K
|
12.2K
$1.56M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-513- 1.72% |
$41.7K - $46.7K
|
29.3K
$3.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-529- 6.39% |
$43K - $48.2K
|
7.75K
$990K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-546- 10.28% |
$44.3K - $49.8K
|
4.76K
$609K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-556- 1.92% |
$45.2K - $50.7K
|
28.4K
$3.63M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-559- 0.69% |
$45.4K - $50.9K
|
80.7K
$10.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-565- 31.22% |
$45.9K - $51.5K
|
1.25K
$159K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-568- 3.06% |
$46.1K - $51.8K
|
18K
$2.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-569- 15.81% |
$46.2K - $51.8K
|
3.03K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-570- 12.71% |
$46.3K - $51.9K
|
3.91K
$500K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-571- 5.2% |
$46.4K - $52K
|
10.4K
$1.33M
|
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-572- 3.79% |
$46.5K - $52.1K
|
14.5K
$1.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-574- 18.14% |
$46.6K - $52.3K
|
2.59K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-575- 13.6% |
$46.7K - $52.4K
|
3.65K
$467K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-584- 2.94% |
$47.4K - $53.2K
|
19.3K
$2.46M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-588- 9.87% |
$47.8K - $53.6K
|
5.37K
$686K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-590- 20.41% |
$47.9K - $53.8K
|
2.3K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-598- 5.89% |
$48.6K - $54.5K
|
9.56K
$1.22M
|
|
|
Jul 19, 2023
Q2 2023
|
Independent Investors Inc
|
SELL
|
- |
-600- 7.3% |
$48.7K - $54.7K
|
7.62K
$974K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.17% |
$48.7K - $54.7K
|
358K
$45.8M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-611- 5.69% |
$49.6K - $55.7K
|
10.1K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-613- 0.35% |
$49.8K - $55.9K
|
176K
$22.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-613- 11.3% |
$49.8K - $55.9K
|
4.81K
$616K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-616- 5.12% |
$50K - $56.1K
|
11.4K
$1.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-621- 18.09% |
$50.4K - $56.6K
|
2.81K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-625- 5.19% |
$50.8K - $57K
|
11.4K
$1.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-628- 1.1% |
$51K - $57.2K
|
56.3K
$7.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-647- 18.91% |
$52.5K - $59K
|
2.78K
$355K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-663- 21.09% |
$53.8K - $60.4K
|
2.48K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-665- 16.11% |
$54K - $60.6K
|
3.46K
$443K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-671- 13.11% |
$54.5K - $61.1K
|
4.45K
$569K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-672- 0.94% |
$54.6K - $61.2K
|
71.1K
$9.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-672- 11.72% |
$54.6K - $61.2K
|
5.06K
$647K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-673- 1.35% |
$54.7K - $61.3K
|
49.2K
$6.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-673- 1.13% |
$54.7K - $61.3K
|
58.7K
$7.51M
|