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 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.06K- 5.88% |
$85.8K - $96.3K
|
16.9K
$2.16M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.1K- 2.1% |
$89.1K - $100K
|
51.1K
$6.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.1K- 4.17% |
$89.6K - $101K
|
25.4K
$3.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.12K- 27.52% |
$91K - $102K
|
2.95K
$377K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.12K- 37.78% |
$91.1K - $102K
|
1.85K
$236K
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.14K- 14.4% |
$92.3K - $104K
|
6.76K
$864K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.15K- 9.79% |
$93.7K - $105K
|
10.6K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.16K- 2.98% |
$94K - $105K
|
37.6K
$4.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.16K- 14.15% |
$94.1K - $106K
|
7.03K
$899K
|
|
|
Jul 27, 2023
Q2 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-1.18K- 1.91% |
$95.8K - $107K
|
60.5K
$7.74M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.18K- 17.08% |
$96K - $108K
|
5.74K
$734K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.21K- 5.58% |
$98.6K - $111K
|
20.5K
$2.63M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.23K- 33.24% |
$99.8K - $112K
|
2.47K
$316K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.24K- 8.5% |
$101K - $113K
|
13.3K
$1.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.24K- 11.74% |
$101K - $113K
|
9.33K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.25K- 24.24% |
$102K - $114K
|
3.92K
$501K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.26K- 2.69% |
$102K - $115K
|
45.5K
$5.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.3K- 5.76% |
$106K - $119K
|
21.3K
$2.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.33K- 1.77% |
$108K - $121K
|
73.9K
$9.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.34K- 5.26% |
$109K - $122K
|
24.1K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.34K- 7.83% |
$109K - $122K
|
15.8K
$2.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.34K- 45.77% |
$109K - $122K
|
1.59K
$203K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.36K- 25.77% |
$110K - $123K
|
3.9K
$499K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.38K- 1.89% |
$112K - $126K
|
71.6K
$9.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.38K- 4.53% |
$112K - $126K
|
29.1K
$3.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.4K- 14.28% |
$113K - $127K
|
8.37K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.4K- 1.83% |
$114K - $128K
|
75.1K
$9.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-1.44K- 19.22% |
$117K - $131K
|
6.05K
$774K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.44K- 4.23% |
$117K - $131K
|
32.6K
$4.17M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.46K- 3.94% |
$118K - $133K
|
35.5K
$4.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.46K- 4.58% |
$119K - $133K
|
30.5K
$3.9M
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.46K- 4.58% |
$119K - $133K
|
30.5K
$3.9M
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.48K- 22.92% |
$120K - $135K
|
4.98K
$637K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.55K- 0.18% |
$126K - $141K
|
868K
$111M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.55K- 82.55% |
$126K - $141K
|
327
$41.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.55K- 23.95% |
$126K - $141K
|
4.92K
$630K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.63K- 4.88% |
$132K - $149K
|
31.8K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.66K- 3.97% |
$135K - $151K
|
40.2K
$5.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.67K- 2.85% |
$135K - $152K
|
56.8K
$7.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.68K- 35.53% |
$136K - $153K
|
3.05K
$390K
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.7K- 1.39% |
$138K - $155K
|
121K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.7K- 15.14% |
$138K - $155K
|
9.53K
$1.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.72K- 7.84% |
$140K - $157K
|
20.2K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.72K- 6.11% |
$140K - $157K
|
26.5K
$3.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.74K- 0.87% |
$141K - $159K
|
198K
$25.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.77K- 1.63% |
$143K - $161K
|
106K
$13.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.78K- 7.31% |
$144K - $162K
|
22.5K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.81K- 1.46% |
$147K - $165K
|
122K
$15.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.82K- 15.62% |
$148K - $166K
|
9.84K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.82K- 30.29% |
$148K - $166K
|
4.2K
$537K
|