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 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-13.4K- 20.51% |
$1.09M - $1.22M
|
52K
$6.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-13.7K- 11.12% |
$1.11M - $1.25M
|
110K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-13.9K- 26.84% |
$1.13M - $1.27M
|
37.9K
$4.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-14.1K- 19.7% |
$1.15M - $1.29M
|
57.5K
$7.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-14.4K- 2.66% |
$1.17M - $1.31M
|
526K
$67.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-14.4K- 4.47% |
$1.17M - $1.31M
|
307K
$39.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-14.7K- 50.27% |
$1.2M - $1.34M
|
14.6K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-14.8K- 39.33% |
$1.2M - $1.34M
|
22.8K
$2.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-15.3K- 40.73% |
$1.24M - $1.39M
|
22.2K
$2.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.7K- 9.29% |
$1.28M - $1.43M
|
154K
$19.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15.8K- 0.49% |
$1.28M - $1.44M
|
3.21M
$411M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-16K- 11.18% |
$1.3M - $1.45M
|
127K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16K- 25.92% |
$1.3M - $1.46M
|
45.7K
$5.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-16.7K- 77.57% |
$1.35M - $1.52M
|
4.82K
$616K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-17.6K- 5.29% |
$1.43M - $1.61M
|
316K
$40.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-18.6K- 16.8% |
$1.51M - $1.69M
|
92K
$11.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-18.7K- 4.8% |
$1.52M - $1.71M
|
372K
$47.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-19K- 6.35% |
$1.54M - $1.73M
|
280K
$35.8M
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-19.3K- 9.02% |
$1.57M - $1.76M
|
195K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-19.9KClosed |
$1.61M - $1.81M
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20.3K- 52.53% |
$1.65M - $1.85M
|
18.4K
$2.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-20.5K- 18.79% |
$1.67M - $1.87M
|
88.7K
$11.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-21.4K- 44.72% |
$1.74M - $1.95M
|
26.4K
$3.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-21.5K- 53.07% |
$1.75M - $1.96M
|
19K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-22.4K- 5.08% |
$1.82M - $2.04M
|
418K
$53.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-23.3K- 6.58% |
$1.89M - $2.12M
|
331K
$42.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-24.7K- 95.99% |
$2.01M - $2.25M
|
1.03K
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-25.3K- 16.39% |
$2.06M - $2.31M
|
129K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-26.5K- 38.53% |
$2.15M - $2.41M
|
42.2K
$5.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-27.1K- 14.57% |
$2.2M - $2.47M
|
159K
$20.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-28.1K- 4.79% |
$2.28M - $2.56M
|
559K
$71.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-30.2K- 4.26% |
$2.45M - $2.75M
|
679K
$86.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-30.5K- 17.76% |
$2.48M - $2.78M
|
141K
$18.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-32K- 8.64% |
$2.6M - $2.92M
|
339K
$43.3M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-32.8K- 66.34% |
$2.67M - $2.99M
|
16.7K
$2.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-34K- 13.7% |
$2.76M - $3.1M
|
214K
$27.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-35.1K- 36.42% |
$2.85M - $3.2M
|
61.3K
$7.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-35.6K- 37.07% |
$2.89M - $3.24M
|
60.4K
$7.73M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.8K- 11.53% |
$2.91M - $3.26M
|
275K
$35.1M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-36K- 91.46% |
$2.93M - $3.28M
|
3.37K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-36.5K- 8.74% |
$2.96M - $3.32M
|
381K
$48.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-37.8K- 6.92% |
$3.07M - $3.45M
|
509K
$65.1M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-38.3K- 2.18% |
$3.11M - $3.49M
|
1.72M
$220M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-39.2K- 46.59% |
$3.19M - $3.58M
|
45K
$5.75M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-40.2K- 17.33% |
$3.26M - $3.66M
|
192K
$24.5M
|
|
|
Jul 05, 2023
Q2 2023
|
Amf Tjanstepension Ab
|
SELL
|
- |
-40.3K- 5.17% |
$3.27M - $3.67M
|
739K
$94.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-40.3K- 24.16% |
$3.28M - $3.68M
|
127K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-40.5K- 1.22% |
$3.29M - $3.69M
|
3.28M
$419M
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-41.5K- 1.31% |
$3.37M - $3.79M
|
3.12M
$399M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-41.5K- 1.31% |
$3.37M - $3.79M
|
3.12M
$399M
|