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 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-107K- 96.81% |
$8.68M - $9.74M
|
3.52K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-107K- 9.53% |
$8.68M - $9.74M
|
1.01M
$129M
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-112K- 11.93% |
$9.09M - $10.2M
|
826K
$105M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-113K- 9.49% |
$9.18M - $10.3M
|
1.08M
$137M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-118K- 61.25% |
$9.55M - $10.7M
|
74.4K
$9.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-121K- 86.88% |
$9.87M - $11.1M
|
18.3K
$2.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-124K- 79.46% |
$10.1M - $11.3M
|
32.1K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-127K- 14.37% |
$10.3M - $11.6M
|
759K
$96.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-129K- 12.27% |
$10.5M - $11.8M
|
924K
$117M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-138K- 2.78% |
$11.2M - $12.6M
|
4.83M
$613M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-139K- 60.54% |
$11.3M - $12.7M
|
90.9K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-144K- 35.02% |
$11.7M - $13.1M
|
267K
$33.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-152K- 44.71% |
$12.3M - $13.8M
|
188K
$23.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-156K- 6.48% |
$12.7M - $14.3M
|
2.26M
$286M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-170K- 7.5% |
$13.8M - $15.5M
|
2.1M
$266M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-170K- 74.74% |
$13.8M - $15.5M
|
57.5K
$7.3M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-175K- 17.23% |
$14.2M - $15.9M
|
839K
$106M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-187K- 2.49% |
$15.2M - $17.1M
|
7.33M
$931M
|
|
|
Aug 10, 2023
Q2 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-191K- 58.07% |
$15.5M - $17.4M
|
138K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-191K- 21.96% |
$15.5M - $17.4M
|
679K
$86.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-194K- 1.95% |
$15.8M - $17.7M
|
9.75M
$1.24B
|
|
|
Nov 13, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-238K- 24.28% |
$19.3M - $21.7M
|
742K
$94.1M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-242K- 96.85% |
$19.6M - $22M
|
7.86K
$997K
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-249K- 41.24% |
$20.2M - $22.7M
|
354K
$45M
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-258K- 9.64% |
$21M - $23.5M
|
2.42M
$307M
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-278K- 1.35% |
$22.6M - $25.3M
|
20.3M
$2.58B
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-279K- 61.49% |
$22.6M - $25.4M
|
175K
$22.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-290K- 79.38% |
$23.6M - $26.4M
|
75.4K
$9.56M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-299K- 97.16% |
$24.3M - $27.2M
|
8.74K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-318K- 34.58% |
$25.8M - $29M
|
602K
$76.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-334K- 98.83% |
$27.1M - $30.4M
|
3.96K
$502K
|
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-354K- 12.13% |
$28.8M - $32.3M
|
2.57M
$325M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-362K- 14.21% |
$29.4M - $33M
|
2.19M
$277M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-384K- 28.94% |
$31.2M - $35M
|
944K
$120M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-417K- 3.59% |
$33.8M - $38M
|
11.2M
$1.42B
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-428K- 21.96% |
$34.7M - $39M
|
1.52M
$193M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-442K- 97.14% |
$35.9M - $40.2M
|
13K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-464K- 25.65% |
$37.7M - $42.2M
|
1.34M
$170M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-475K- 22.03% |
$38.6M - $43.3M
|
1.68M
$213M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-485K- 62.61% |
$39.4M - $44.2M
|
290K
$36.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-490K- 13.81% |
$39.8M - $44.7M
|
3.06M
$388M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-506K- 24.33% |
$41.1M - $46.1M
|
1.57M
$200M
|
|
|
Aug 14, 2023
Q2 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-524K- 93.05% |
$42.5M - $47.7M
|
39.1K
$4.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-563K- 4.2% |
$45.7M - $51.3M
|
12.8M
$1.63B
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-642K- 10.04% |
$52.1M - $58.5M
|
5.75M
$729M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-781K- 9.32% |
$63.4M - $71.1M
|
7.6M
$964M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-858K- 3.6% |
$69.7M - $78.2M
|
23M
$2.92B
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-887K- 24.15% |
$72.1M - $80.9M
|
2.79M
$354M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.02M- 14.77% |
$83.1M - $93.3M
|
5.91M
$749M
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-1.18M- 66.2% |
$96.2M - $108M
|
605K
$76.7M
|