Purchases and Sales Made in Q2 2023 in Morgan Stanley (MS)

MS Quotes by TradingView

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 21, 2023 Q2 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
41.4K
+ 1691.02%
$3.37M - $3.78M
43.9K $5.97M
Jul 21, 2023 Q2 2023
Conning Inc.

BUY
 -
40.5K
+ 11.28%
$3.29M - $3.69M
399K $54.3M
Aug 11, 2023 Q2 2023
Gqg Partners LLC

Ft. Lauderdale, FL
BUY
 -
38.5K
New
$3.13M - $3.51M
38.5K $5.24M
Aug 14, 2023 Q2 2023
Cullen Capital Management, LLC

New York, NY
BUY
 -
35.7K
+ 1.22%
$2.9M - $3.25M
2.95M $402M
Aug 10, 2023 Q2 2023
Capstone Investment Advisors, LLC

New York, NY
BUY
 -
33.7K
+ 65.71%
$2.73M - $3.07M
84.9K $11.5M
Aug 07, 2023 Q2 2023
Texas Permanent School Fund

Austin, TX
BUY
 -
32.7K
+ 12.05%
$2.66M - $2.98M
305K $41.4M
Aug 07, 2023 Q2 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
32.1K
New
$2.61M - $2.93M
32.1K $4.37M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
30.8K
+ 7.63%
$2.5M - $2.81M
434K $59.1M
Dec 09, 2024 Q2 2023
Swedbank Ab

Stockholm, V7
BUY
 -
30.5K
+ 3.17%
$2.47M - $2.78M
992K $135M
Aug 02, 2023 Q2 2023
Hosking Partners LLP

BUY
 -
30.4K
+ 9.84%
$2.47M - $2.77M
340K $46.2M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
29.1K
+ 19.03%
$2.36M - $2.65M
182K $24.7M
Jul 19, 2023 Q2 2023
Signature Estate & Investment Advisors LLC

BUY
 -
28.6K
+ 6.47%
$2.33M - $2.61M
471K $64.1M
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
28.1K
+ 495.94%
$2.28M - $2.56M
33.8K $4.6M
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
28.1K
+ 495.94%
$2.28M - $2.56M
33.8K $4.6M
Aug 23, 2023 Q2 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
27.9K
+ 265.5%
$2.26M - $2.54M
38.3K $5.21M
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
27.8K
New
$2.26M - $2.53M
27.8K $3.78M
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
27.7K
+ 109.4%
$2.25M - $2.52M
52.9K $7.2M
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
27.6K
+ 202.79%
$2.24M - $2.52M
41.3K $5.61M
Aug 14, 2023 Q2 2023
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
27.2K
New
$2.21M - $2.48M
27.2K $3.69M
Jul 28, 2023 Q2 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
25.6K
+ 561.04%
$2.08M - $2.33M
30.2K $4.1M
Jul 14, 2023 Q2 2023
Bouvel Investment Partners, LLC

BUY
 -
25.1K
New
$2.03M - $2.28M
25.1K $3.41M
Jul 13, 2023 Q2 2023
Franklin Street Advisors Inc

BUY
 -
25K
New
$2.03M - $2.28M
25K $3.4M
Aug 11, 2023 Q2 2023
Advent Capital Management

New York, NY
BUY
 -
25K
New
$2.03M - $2.28M
25K $3.4M
Aug 14, 2023 Q2 2023
Engineers Gate Manager LP

New York, NY
BUY
 -
24.8K
+ 176.64%
$2.01M - $2.26M
38.8K $5.27M
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
24.7K
New
$2M - $2.25M
24.7K $3.35M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
24.1K
+ 17.79%
$1.96M - $2.2M
160K $21.7M
Jul 10, 2023 Q2 2023
Sg Americas Securities, LLC

BUY
 -
24.1K
+ 29.43%
$1.96M - $2.2M
106K $14.4M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
23.6K
+ 15.2%
$1.92M - $2.15M
179K $24.4M
Aug 07, 2023 Q2 2023
Acadian Asset Management LLC

Boston, MA
BUY
 -
23.3K
+ 12.5%
$1.89M - $2.12M
210K $28.5M
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
23.2K
+ 82.38%
$1.88M - $2.11M
51.3K $6.98M
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
23K
+ 5.24%
$1.87M - $2.1M
463K $62.9M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
22.5K
+ 7.8%
$1.82M - $2.05M
310K $42.2M
Aug 11, 2023 Q2 2023
Capital International, Inc.

Los Angeles, CA
BUY
 -
22.4K
+ 21.94%
$1.82M - $2.04M
125K $16.9M
Dec 01, 2023 Q2 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
22.2K
+ 468.83%
$1.8M - $2.02M
26.9K $3.66M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
21.3K
+ 41.67%
$1.73M - $1.94M
72.2K $9.83M
Aug 04, 2023 Q2 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
21K
+ 19.77%
$1.7M - $1.91M
127K $17.3M
Aug 14, 2023 Q2 2023
Lighthouse Investment Partners, LLC

Palm Beach Gardens, FL
BUY
 -
20.8K
New
$1.69M - $1.89M
20.8K $2.83M
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
20K
+ 58.45%
$1.62M - $1.82M
54.2K $7.37M
Aug 07, 2023 Q2 2023
Earnest Partners LLC

Atlanta, GA
BUY
 -
19.8K
+ 9.53%
$1.6M - $1.8M
227K $30.9M
Aug 14, 2023 Q2 2023
Adage Capital Partners Gp, L.L.C.

Boston, MA
BUY
 -
19.7K
+ 1.54%
$1.6M - $1.8M
1.3M $177M
Aug 08, 2023 Q2 2023
Rhumbline Advisers

Boston, MA
BUY
 -
19.6K
+ 0.77%
$1.59M - $1.79M
2.57M $349M
Aug 14, 2023 Q2 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
18.8K
+ 139.34%
$1.52M - $1.71M
32.2K $4.38M
Nov 13, 2023 Q2 2023
Easterly Investment Partners LLC

BUY
 -
18.5K
+ 28.08%
$1.5M - $1.69M
84.4K $11.5M
Aug 14, 2023 Q2 2023
Polar Capital Holdings PLC

London, X0
BUY
 -
18.4K
+ 16.83%
$1.5M - $1.68M
128K $17.4M
Dec 13, 2023 Q2 2023
Polar Capital Holdings PLC

London, X0
BUY
 -
18.4K
+ 16.83%
$1.5M - $1.68M
128K $17.4M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
18.3K
+ 2.57%
$1.49M - $1.67M
730K $99.3M
Jul 06, 2023 Q2 2023
Lgt Capital Partners Ltd.

BUY
 -
18K
+ 8.28%
$1.46M - $1.64M
235K $31.9M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
17.9K
+ 19.0%
$1.45M - $1.63M
112K $15.2M
Aug 10, 2023 Q2 2023
Lake Street Advisors Group, LLC

BUY
 -
17.4K
+ 97.14%
$1.41M - $1.58M
35.2K $4.79M

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