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 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.02K+ 31.82% |
$245K - $275K
|
12.5K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
3KNew |
$244K - $273K
|
3K
$408K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2.94K+ 19.42% |
$239K - $268K
|
18.1K
$2.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.93K+ 21.79% |
$238K - $267K
|
16.4K
$2.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.91KNew |
$236K - $265K
|
2.91K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.9KNew |
$236K - $265K
|
2.9K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.9K+ 21.25% |
$236K - $264K
|
16.5K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
2.84KNew |
$231K - $259K
|
2.84K
$386K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.78K+ 73.35% |
$226K - $254K
|
6.58K
$894K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.74K+ 38.12% |
$223K - $250K
|
9.94K
$1.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.73K+ 27.76% |
$221K - $248K
|
12.5K
$1.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.72K+ 0.82% |
$221K - $248K
|
336K
$45.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.71K+ 4.46% |
$220K - $247K
|
63.5K
$8.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.7KNew |
$219K - $246K
|
2.7K
$367K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.69K+ 14.5% |
$218K - $245K
|
21.2K
$2.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.67KNew |
$217K - $243K
|
2.67K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.67K+ 35.07% |
$217K - $243K
|
10.3K
$1.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.62KNew |
$213K - $239K
|
2.62K
$357K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.61K+ 12.88% |
$212K - $237K
|
22.8K
$3.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.6K+ 22.92% |
$211K - $237K
|
14K
$1.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.59KNew |
$210K - $236K
|
2.59K
$352K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.57K+ 66.97% |
$208K - $234K
|
6.4K
$870K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.54KNew |
$206K - $231K
|
2.54K
$345K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.5K+ 4.1% |
$203K - $228K
|
63.5K
$8.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.49KNew |
$202K - $227K
|
2.49K
$338K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.48K+ 11.48% |
$202K - $226K
|
24.1K
$3.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.47KNew |
$200K - $225K
|
2.47K
$335K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.45KNew |
$199K - $223K
|
2.45K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.44K+ 26.99% |
$198K - $222K
|
11.5K
$1.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.44K+ 10.14% |
$198K - $222K
|
26.5K
$3.6M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.43K+ 11.61% |
$198K - $222K
|
23.4K
$3.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.41K+ 3.16% |
$196K - $220K
|
78.7K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.39KNew |
$194K - $218K
|
2.39K
$325K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.39K+ 16.37% |
$194K - $217K
|
17K
$2.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.35K+ 14.69% |
$191K - $214K
|
18.3K
$2.49M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
2.34KNew |
$190K - $213K
|
2.34K
$319K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.3K+ 0.99% |
$187K - $209K
|
235K
$32M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.27K+ 1.2% |
$184K - $207K
|
192K
$26.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.26K+ 25.19% |
$184K - $206K
|
11.3K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.26K+ 55.77% |
$184K - $206K
|
6.31K
$858K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.25K+ 4.79% |
$183K - $205K
|
49.2K
$6.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
2.25K+ 19.86% |
$182K - $205K
|
13.5K
$1.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.22K+ 28.09% |
$181K - $203K
|
10.1K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.15K+ 32.59% |
$174K - $196K
|
8.74K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.05K+ 7.16% |
$167K - $187K
|
30.8K
$4.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.04K+ 17.0% |
$166K - $186K
|
14K
$1.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.04K+ 2.66% |
$166K - $186K
|
78.8K
$10.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.01K+ 72.02% |
$163K - $183K
|
4.8K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2K+ 0.73% |
$162K - $182K
|
274K
$37.2M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.96K+ 10.9% |
$159K - $178K
|
19.9K
$2.71M
|