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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-5.9K- 56.77% |
$479K - $537K
|
4.49K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.94K- 23.66% |
$482K - $541K
|
19.2K
$2.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-5.95K- 2.19% |
$483K - $542K
|
266K
$34M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-6K- 9.56% |
$487K - $546K
|
56.7K
$7.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-6K- 24.98% |
$487K - $547K
|
18K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-6.12K- 4.83% |
$497K - $558K
|
121K
$15.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.22K- 55.41% |
$505K - $567K
|
5K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.29K- 47.39% |
$511K - $573K
|
6.98K
$893K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-6.54K- 39.06% |
$531K - $596K
|
10.2K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.64K- 3.76% |
$539K - $605K
|
170K
$21.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.87K- 55.82% |
$558K - $626K
|
5.44K
$695K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-6.99K- 2.08% |
$568K - $637K
|
329K
$42M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.35K- 8.44% |
$597K - $670K
|
79.7K
$10.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-7.49K- 3.45% |
$608K - $682K
|
210K
$26.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-7.6K- 3.42% |
$617K - $693K
|
214K
$27.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.62K- 71.84% |
$619K - $694K
|
2.99K
$382K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-7.9K- 1.1% |
$642K - $720K
|
713K
$91.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-8.2K- 3.05% |
$666K - $747K
|
260K
$33.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-8.23K- 8.92% |
$669K - $750K
|
84K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.62K- 10.16% |
$700K - $785K
|
76.2K
$9.74M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-8.63K- 0.81% |
$701K - $786K
|
1.05M
$135M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-8.78K- 5.97% |
$713K - $800K
|
138K
$17.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-8.81K- 2.66% |
$716K - $803K
|
322K
$41.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-8.84K- 8.2% |
$718K - $806K
|
98.9K
$12.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-8.91K- 4.25% |
$723K - $812K
|
201K
$25.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.02K- 37.76% |
$732K - $822K
|
14.9K
$1.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-9.66K- 1.26% |
$785K - $880K
|
754K
$96.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-9.67K- 69.13% |
$785K - $881K
|
4.32K
$552K
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-9.74K- 24.33% |
$791K - $888K
|
30.3K
$3.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Focused Investors LLC
|
SELL
|
- |
-10.3K- 0.56% |
$833K - $934K
|
1.83M
$234M
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-10.4K- 2.56% |
$846K - $949K
|
396K
$50.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10.4K- 78.34% |
$847K - $951K
|
2.88K
$369K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-10.7K- 83.96% |
$869K - $975K
|
2.04K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11K- 51.19% |
$892K - $1M
|
10.5K
$1.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-11.3K- 1.07% |
$915K - $1.03M
|
1.04M
$133M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-11.5K- 71.1% |
$934K - $1.05M
|
4.68K
$598K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.6K- 0.58% |
$939K - $1.05M
|
1.98M
$254M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-11.8K- 5.18% |
$956K - $1.07M
|
216K
$27.6M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-12K- 23.99% |
$976K - $1.09M
|
38.1K
$4.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-12.2K- 2.26% |
$993K - $1.11M
|
530K
$67.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
SELL
|
- |
-12.4K- 2.22% |
$1M - $1.13M
|
546K
$69.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-12.4KClosed |
$1.01M - $1.13M
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-12.7K- 5.26% |
$1.03M - $1.16M
|
229K
$29.3M
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-13.2K- 14.39% |
$1.07M - $1.2M
|
78.2K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-13.2K- 11.07% |
$1.07M - $1.2M
|
106K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-13.2K- 82.71% |
$1.07M - $1.2M
|
2.75K
$352K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-13.2K- 82.71% |
$1.07M - $1.2M
|
2.75K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-13.2K- 6.01% |
$1.07M - $1.2M
|
206K
$26.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-13.2K- 33.61% |
$1.08M - $1.21M
|
26.2K
$3.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-13.3K- 47.78% |
$1.08M - $1.21M
|
14.6K
$1.86M
|