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 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-3.22K- 8.36% |
$261K - $293K
|
35.3K
$4.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-3.24K- 28.32% |
$263K - $295K
|
8.19K
$1.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-3.25K- 18.96% |
$264K - $296K
|
13.9K
$1.91M
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
SELL
|
- |
-3.3K- 5.4% |
$268K - $301K
|
57.8K
$7.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.38K- 23.45% |
$274K - $308K
|
11K
$1.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-3.4K- 17.95% |
$276K - $310K
|
15.5K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.46K- 3.63% |
$281K - $315K
|
91.9K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-3.47K- 2.49% |
$282K - $317K
|
136K
$18.7M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.51K- 3.7% |
$285K - $319K
|
91.3K
$12.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.53K- 22.54% |
$287K - $322K
|
12.1K
$1.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.56K- 16.36% |
$289K - $324K
|
18.2K
$2.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-3.57K- 11.51% |
$290K - $325K
|
27.4K
$3.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.64K- 30.41% |
$296K - $332K
|
8.33K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.67K- 57.6% |
$298K - $334K
|
2.7K
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.73K- 37.79% |
$303K - $340K
|
6.14K
$846K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.78K- 10.57% |
$307K - $344K
|
32K
$4.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-3.87K- 5.41% |
$314K - $353K
|
67.6K
$9.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.88K- 54.41% |
$315K - $353K
|
3.25K
$448K
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-3.98K- 2.18% |
$323K - $362K
|
178K
$24.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-3.98K- 5.64% |
$323K - $363K
|
66.6K
$9.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4K- 11.39% |
$324K - $364K
|
31.1K
$4.28M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-4K- 0.54% |
$325K - $365K
|
735K
$101M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-4.05K- 12.92% |
$329K - $369K
|
27.3K
$3.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.09K- 8.27% |
$332K - $372K
|
45.3K
$6.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-4.25K- 34.91% |
$345K - $387K
|
7.92K
$1.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-4.26K- 0.56% |
$346K - $388K
|
750K
$103M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.3K- 5.06% |
$349K - $392K
|
80.6K
$11.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-4.3K- 18.59% |
$349K - $392K
|
18.8K
$2.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.41K- 10.22% |
$358K - $402K
|
38.8K
$5.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-4.5K- 1.6% |
$366K - $410K
|
277K
$38.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-4.51K- 5.68% |
$366K - $410K
|
74.8K
$10.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.59K- 4.13% |
$373K - $418K
|
107K
$14.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-4.66K- 1.72% |
$378K - $424K
|
265K
$36.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.73K- 2.06% |
$384K - $431K
|
224K
$30.9M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-4.89K- 0.65% |
$397K - $445K
|
742K
$102M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-4.91K- 63.68% |
$399K - $447K
|
2.8K
$386K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.92K- 7.13% |
$399K - $448K
|
64K
$8.82M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.92K- 51.09% |
$399K - $448K
|
4.71K
$649K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-4.95K- 5.87% |
$402K - $451K
|
79.3K
$10.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.98K- 4.82% |
$404K - $454K
|
98.2K
$13.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5K- 5.98% |
$406K - $456K
|
78.6K
$10.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.1K- 11.06% |
$414K - $465K
|
41K
$5.65M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.23K- 6.97% |
$425K - $477K
|
69.8K
$9.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.3K- 42.75% |
$431K - $483K
|
7.1K
$978K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.33K- 4.68% |
$433K - $486K
|
109K
$15M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.53K- 12.49% |
$449K - $503K
|
38.7K
$5.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.59K- 56.46% |
$454K - $509K
|
4.31K
$594K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.7K- 11.09% |
$463K - $520K
|
45.7K
$6.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-5.74K- 42.38% |
$466K - $523K
|
7.8K
$1.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.76K- 5.9% |
$467K - $524K
|
91.8K
$12.7M
|