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 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
8.66K+ 71.57% |
$704K - $789K
|
20.8K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.53K+ 53.55% |
$693K - $777K
|
24.5K
$3.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8.37K+ 9095.65% |
$680K - $762K
|
8.46K
$1.07M
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
8.34KNew |
$677K - $760K
|
8.34K
$1.06M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
8.34K+ 28.04% |
$677K - $760K
|
38.1K
$4.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
8.26KNew |
$671K - $753K
|
8.26K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.15K+ 1.32% |
$662K - $743K
|
626K
$79.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.13K+ 15.21% |
$660K - $740K
|
61.6K
$7.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
7.87KNew |
$639K - $717K
|
7.87K
$999K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
7.86K+ 16.02% |
$638K - $716K
|
56.9K
$7.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
7.79K+ 21.35% |
$632K - $710K
|
44.3K
$5.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
7.73KNew |
$628K - $704K
|
7.73K
$981K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.62K+ 15.73% |
$619K - $694K
|
56.1K
$7.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.58K+ 4.41% |
$616K - $691K
|
180K
$22.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
7.57K+ 0.59% |
$615K - $690K
|
1.29M
$164M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7.52K+ 104.45% |
$610K - $685K
|
14.7K
$1.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Zenyatta Capital Management LP
|
BUY
|
- |
7.5KNew |
$609K - $683K
|
7.5K
$952K
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
7.39K+ 2.8% |
$600K - $673K
|
271K
$34.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
7.38K+ 10.53% |
$599K - $672K
|
77.4K
$9.82M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
7.31K+ 5.21% |
$593K - $666K
|
148K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
7.2KNew |
$585K - $656K
|
7.2K
$914K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
7.12K+ 16.58% |
$578K - $648K
|
50K
$6.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
6.92KNew |
$562K - $630K
|
6.92K
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.78KNew |
$551K - $618K
|
6.78K
$860K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.72K+ 34.75% |
$546K - $613K
|
26.1K
$3.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.66KNew |
$541K - $607K
|
6.66K
$846K
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.66K+ 12.86% |
$541K - $607K
|
58.5K
$7.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.57K+ 11.49% |
$533K - $598K
|
63.7K
$8.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
6.5KNew |
$528K - $592K
|
6.5K
$824K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.49K+ 3.95% |
$527K - $592K
|
171K
$21.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.44K+ 166.81% |
$523K - $587K
|
10.3K
$1.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
6.44K+ 11.07% |
$523K - $587K
|
64.7K
$8.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6.39K+ 2.11% |
$519K - $582K
|
309K
$39.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.27K+ 133.0% |
$509K - $571K
|
11K
$1.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.19K+ 31.35% |
$502K - $564K
|
25.9K
$3.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6K+ 1.17% |
$487K - $547K
|
521K
$66.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
BUY
|
- |
5.98K+ 31.0% |
$486K - $545K
|
25.3K
$3.21M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.97K+ 100.08% |
$485K - $544K
|
11.9K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.92K+ 1.59% |
$481K - $540K
|
379K
$48.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.81K+ 18.95% |
$472K - $529K
|
36.5K
$4.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.76K+ 16.71% |
$468K - $525K
|
40.3K
$5.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5.71K+ 2.58% |
$464K - $520K
|
227K
$28.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
5.64K+ 42.92% |
$458K - $513K
|
18.8K
$2.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
5.62K+ 2.33% |
$456K - $512K
|
247K
$31.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
5.59K+ 156.29% |
$454K - $510K
|
9.17K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.51KNew |
$447K - $502K
|
5.51K
$698K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.44KNew |
$442K - $496K
|
5.44K
$690K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
5.35K+ 3.81% |
$435K - $488K
|
146K
$18.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.2K+ 85.75% |
$422K - $474K
|
11.3K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.08KNew |
$412K - $462K
|
5.08K
$644K
|