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 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5.07KNew |
$412K - $462K
|
5.07K
$689K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.07KNew |
$411K - $462K
|
5.07K
$689K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.03K+ 5.35% |
$408K - $458K
|
99K
$13.5M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
5K+ 118.82% |
$406K - $456K
|
9.21K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.89K+ 43.18% |
$397K - $446K
|
16.2K
$2.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
4.88K+ 8.77% |
$396K - $445K
|
60.5K
$8.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.83K+ 5.21% |
$392K - $440K
|
97.6K
$13.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.78K+ 161.13% |
$388K - $435K
|
7.75K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.74KNew |
$385K - $432K
|
4.74K
$645K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.73K+ 146.32% |
$384K - $431K
|
7.97K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.71K+ 5.35% |
$383K - $429K
|
92.8K
$12.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4.65K+ 25.79% |
$378K - $424K
|
22.7K
$3.09M
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
4.6K+ 2.32% |
$374K - $419K
|
203K
$27.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.56KNew |
$370K - $415K
|
4.56K
$620K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
4.55K+ 1.57% |
$370K - $415K
|
294K
$39.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.49KNew |
$365K - $409K
|
4.49K
$611K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.41K+ 6.29% |
$358K - $402K
|
74.5K
$10.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.39KNew |
$357K - $400K
|
4.39K
$597K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.36K+ 170.47% |
$354K - $397K
|
6.92K
$941K
|
|
|
Jul 28, 2023
Q2 2023
|
Australian Super Pty LTD
|
BUY
|
- |
4.35KNew |
$353K - $396K
|
4.35K
$592K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
4.34K+ 11.26% |
$353K - $396K
|
42.9K
$5.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.34KNew |
$352K - $395K
|
4.34K
$590K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.28K+ 4.37% |
$348K - $390K
|
102K
$13.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
4.22K+ 2110.0% |
$343K - $385K
|
4.42K
$601K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.21KNew |
$342K - $383K
|
4.21K
$572K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.2K+ 13.25% |
$341K - $383K
|
35.9K
$4.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
4.19KNew |
$341K - $382K
|
4.19K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.15KNew |
$337K - $378K
|
4.15K
$564K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
4.07K+ 7.14% |
$330K - $371K
|
61K
$8.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.58K+ 34.52% |
$291K - $326K
|
14K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
3.56KNew |
$289K - $325K
|
3.56K
$485K
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
3.55K+ 1.41% |
$288K - $323K
|
256K
$34.8M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
3.52KNew |
$286K - $321K
|
3.52K
$479K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.51K+ 2.75% |
$285K - $320K
|
131K
$17.8M
|
|
|
Aug 10, 2023
Q2 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
3.5K+ 129.63% |
$284K - $319K
|
6.2K
$843K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
3.5KNew |
$284K - $319K
|
3.5K
$476K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.47K+ 8.44% |
$282K - $317K
|
44.7K
$6.07M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.47KNew |
$282K - $316K
|
3.47K
$472K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.39K+ 11.71% |
$275K - $309K
|
32.3K
$4.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.36KNew |
$273K - $306K
|
3.36K
$457K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
3.31K+ 6.27% |
$269K - $302K
|
56.1K
$7.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
3.31KNew |
$268K - $301K
|
3.31K
$449K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.3K+ 13.0% |
$268K - $300K
|
28.6K
$3.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.21K+ 34.3% |
$261K - $292K
|
12.6K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.19K+ 10.13% |
$259K - $290K
|
34.6K
$4.71M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.1K+ 30.37% |
$252K - $283K
|
13.3K
$1.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.07K+ 83.79% |
$249K - $280K
|
6.74K
$916K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.06K+ 0.45% |
$248K - $279K
|
684K
$93M
|
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
3.05K+ 21.8% |
$248K - $278K
|
17K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.03K+ 83.82% |
$246K - $276K
|
6.63K
$902K
|