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
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
17.1K
+ 25.19%
$1.39M - $1.56M
84.8K $10.8M
Aug 09, 2023 Q2 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
16.8K
+ 0.2%
$1.37M - $1.53M
8.46M $1.07B
Aug 10, 2023 Q2 2023
Artisan Partners Limited Partnership

Milwaukee, WI
BUY
 -
16.6K
+ 1.63%
$1.35M - $1.51M
1.03M $131M
Aug 02, 2023 Q2 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
16.4K
+ 4.76%
$1.33M - $1.49M
361K $45.7M
Jul 17, 2023 Q2 2023
Oak Harvest Investment Services

BUY
 -
16K
+ 18.88%
$1.3M - $1.46M
101K $12.8M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
15.1K
+ 1.05%
$1.23M - $1.38M
1.45M $184M
Feb 02, 2024 Q2 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
14.8K
New
$1.21M - $1.35M
14.8K $1.88M
Aug 08, 2023 Q2 2023
Quantbot Technologies LP

New York, NY
BUY
 -
14.6K
New
$1.19M - $1.33M
14.6K $1.85M
Aug 09, 2023 Q2 2023
Andra Ap Fonden

Goteborg, V7
BUY
 -
14.6K
+ 25.21%
$1.19M - $1.33M
72.5K $9.2M
Aug 14, 2023 Q2 2023
Seven Eight Capital, LP

BUY
 -
14.4K
New
$1.17M - $1.32M
14.4K $1.83M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
14K
+ 17.24%
$1.14M - $1.27M
95K $12.1M
Aug 14, 2023 Q2 2023
Harvest Portfolios Group Inc.

Oakville, A6
BUY
 -
13.6K
+ 5.78%
$1.1M - $1.24M
249K $31.6M
Aug 11, 2023 Q2 2023
Clearbridge Investments, LLC

New York, NY
BUY
 -
13.5K
+ 1.91%
$1.1M - $1.23M
719K $91.2M
Jul 28, 2023 Q2 2023
Aia Group LTD

Hong Kong, K3
BUY
 -
13.4K
+ 164.13%
$1.09M - $1.22M
21.6K $2.74M
Aug 10, 2023 Q2 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
13.4K
+ 4.75%
$1.08M - $1.22M
295K $37.4M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
13.4K
+ 390.95%
$1.08M - $1.22M
16.8K $2.13M
Aug 14, 2023 Q2 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
13K
+ 2.69%
$1.06M - $1.19M
498K $63.1M
Aug 11, 2023 Q2 2023
Becker Capital Management Inc

BUY
 -
12.8K
+ 25.76%
$1.04M - $1.17M
62.5K $7.94M
Aug 01, 2023 Q2 2023
Arizona State Retirement System

BUY
 -
12.4K
+ 3.59%
$1.01M - $1.13M
359K $45.5M
Aug 14, 2023 Q2 2023
Verition Fund Management LLC

Greenwich, CT
BUY
 -
12.4K
+ 259.36%
$1.01M - $1.13M
17.2K $2.18M
Aug 07, 2023 Q2 2023
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
BUY
 -
12K
+ 5.11%
$977K - $1.1M
247K $31.4M
Aug 03, 2023 Q2 2023
Hartline Investment Corp

Winnetka, IL
BUY
 -
12K
+ 146.81%
$974K - $1.09M
20.2K $2.56M
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
11.7K
New
$948K - $1.06M
11.7K $1.48M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
11.5K
+ 12.87%
$936K - $1.05M
101K $12.8M
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
11.2K
+ 6.14%
$912K - $1.02M
194K $24.6M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
11.2K
+ 3.53%
$910K - $1.02M
329K $41.7M
Jul 19, 2023 Q2 2023
Ashburton (Jersey) LTD

St Helier, Y9
BUY
 -
11K
+ 59.6%
$894K - $1M
29.5K $3.74M
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
10.9K
+ 100.87%
$887K - $995K
21.7K $2.76M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
10.9K
+ 24.79%
$886K - $994K
54.9K $6.96M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
10.9K
+ 7.38%
$883K - $990K
158K $20.1M
Aug 14, 2023 Q2 2023
Worm Capital, LLC

Austin, TX
BUY
 -
10.8K
New
$881K - $988K
10.8K $1.38M
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
10.8K
+ 9.5%
$878K - $985K
125K $15.8M
Aug 14, 2023 Q2 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
10.3K
+ 387.47%
$836K - $938K
13K $1.64M
Aug 14, 2023 Q2 2023
Woodley Farra Manion Portfolio Management Inc

BUY
 -
10.3K
+ 1.83%
$835K - $937K
572K $72.6M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
10.1K
+ 45.47%
$820K - $920K
32.3K $4.1M
Jul 28, 2023 Q2 2023
Calamos Advisors LLC

BUY
 -
10.1K
+ 1.31%
$818K - $917K
776K $98.5M
Jul 20, 2023 Q2 2023
Viking Fund Management LLC

BUY
 -
10K
+ 15.38%
$812K - $911K
75K $9.52M
Aug 14, 2023 Q2 2023
Crestline Management, LP

Fort Worth, TX
BUY
 -
10K
+ 50.0%
$812K - $911K
30K $3.81M
Aug 14, 2023 Q2 2023
Foster Dykema Cabot & CO Inc

BUY
 -
9.94K
New
$807K - $906K
9.94K $1.26M
Aug 08, 2023 Q2 2023
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
9.86K
+ 190.33%
$801K - $898K
15K $1.91M
Aug 14, 2023 Q2 2023
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
9.82K
+ 3.99%
$798K - $895K
256K $32.5M
Aug 14, 2023 Q2 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
9.82K
+ 48.67%
$798K - $895K
30K $3.81M
Feb 22, 2024 Q2 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
9.65K
+ 149.4%
$784K - $879K
16.1K $2.04M
Aug 14, 2023 Q2 2023
Ergoteles LLC

New York, NY
BUY
 -
9.57K
New
$778K - $872K
9.57K $1.21M
Aug 10, 2023 Q2 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
9.1K
+ 19.44%
$739K - $829K
55.9K $7.09M
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
8.92K
+ 6.7%
$724K - $813K
142K $18M
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
8.78K
+ 6.87%
$713K - $800K
136K $17.3M
Jul 24, 2023 Q2 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
8.73K
New
$709K - $795K
8.73K $1.11M
Jul 27, 2023 Q2 2023
Ifm Investors Pty LTD

BUY
 -
8.69K
+ 3.59%
$706K - $792K
251K $31.8M

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