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 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-677- 3.19% |
$55K - $61.7K
|
20.5K
$2.62M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-678- 11.73% |
$55.1K - $61.8K
|
5.1K
$653K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-689- 15.85% |
$56K - $62.8K
|
3.66K
$468K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-703- 87.0% |
$57.1K - $64.1K
|
105
$13.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-706- 4.34% |
$57.3K - $64.3K
|
15.5K
$1.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-713- 13.45% |
$57.9K - $65K
|
4.59K
$587K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-720- 14.73% |
$58.5K - $65.6K
|
4.17K
$533K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-726- 11.26% |
$59K - $66.2K
|
5.72K
$732K
|
|
|
Aug 15, 2023
Q2 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-730- 0.04% |
$59.3K - $66.5K
|
1.95M
$249M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-739- 9.6% |
$60K - $67.3K
|
6.96K
$890K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-759- 9.37% |
$61.6K - $69.2K
|
7.34K
$939K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-763- 0.2% |
$62K - $69.5K
|
377K
$48.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-765- 16.16% |
$62.1K - $69.7K
|
3.97K
$507K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-782- 0.96% |
$63.5K - $71.3K
|
81K
$10.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-784- 8.09% |
$63.7K - $71.4K
|
8.91K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-789- 6.36% |
$64.1K - $71.9K
|
11.6K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-790- 0.69% |
$64.2K - $72K
|
113K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-806- 0.89% |
$65.5K - $73.4K
|
89.3K
$11.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-816- 10.14% |
$66.3K - $74.4K
|
7.23K
$924K
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
SELL
|
- |
-823- 2.93% |
$66.8K - $75K
|
27.3K
$3.49M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-824- 6.82% |
$66.9K - $75.1K
|
11.3K
$1.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-849- 0.14% |
$69K - $77.4K
|
621K
$79.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-849- 12.38% |
$69K - $77.4K
|
6.01K
$768K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-858- 14.35% |
$69.7K - $78.2K
|
5.12K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-862- 33.62% |
$70K - $78.5K
|
1.7K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-868- 14.11% |
$70.5K - $79.1K
|
5.28K
$675K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-872- 7.69% |
$70.8K - $79.5K
|
10.5K
$1.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-881- 1.1% |
$71.6K - $80.3K
|
79.2K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-888- 15.6% |
$72.1K - $80.9K
|
4.81K
$614K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-910- 38.33% |
$73.9K - $82.9K
|
1.46K
$187K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-910- 14.47% |
$73.9K - $82.9K
|
5.38K
$688K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-911- 2.43% |
$74K - $83K
|
36.6K
$4.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-920- 0.6% |
$74.7K - $83.8K
|
153K
$19.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-924- 3.46% |
$75K - $84.2K
|
25.8K
$3.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-931- 12.58% |
$75.6K - $84.8K
|
6.47K
$827K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-935- 2.06% |
$75.9K - $85.2K
|
44.5K
$5.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-940- 7.48% |
$76.3K - $85.7K
|
11.6K
$1.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-942- 14.58% |
$76.5K - $85.8K
|
5.52K
$706K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-959- 16.79% |
$77.9K - $87.4K
|
4.75K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-964- 5.1% |
$78.3K - $87.8K
|
17.9K
$2.29M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-970- 76.74% |
$78.8K - $88.4K
|
294
$37.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-971- 8.81% |
$78.9K - $88.5K
|
10.1K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-972- 37.78% |
$78.9K - $88.6K
|
1.6K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-974- 1.24% |
$79.1K - $88.8K
|
77.8K
$9.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-985- 7.23% |
$80K - $89.8K
|
12.6K
$1.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-991- 4.67% |
$80.5K - $90.3K
|
20.2K
$2.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1K- 16.89% |
$81.5K - $91.4K
|
4.93K
$631K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.02K- 15.4% |
$83.1K - $93.2K
|
5.62K
$718K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.03K- 1.7% |
$83.7K - $93.9K
|
59.5K
$7.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.06K- 9.82% |
$85.8K - $96.2K
|
9.7K
$1.24M
|