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 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.95K+ 15.19% |
$158K - $178K
|
14.8K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 33.23% |
$158K - $178K
|
7.82K
$992K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.91K+ 88.8% |
$155K - $174K
|
4.06K
$515K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.91K+ 9.93% |
$155K - $174K
|
21.1K
$2.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Carroll Investors, Inc
|
BUY
|
- |
1.9K+ 4.91% |
$154K - $173K
|
40.6K
$5.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
1.9K+ 2.65% |
$154K - $173K
|
73.4K
$9.32M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 67.65% |
$153K - $172K
|
4.67K
$592K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 67.65% |
$153K - $172K
|
4.67K
$592K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.88K+ 5.39% |
$153K - $171K
|
36.7K
$4.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.87K+ 2.99% |
$152K - $170K
|
64.2K
$8.15M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
1.85K+ 5.94% |
$150K - $169K
|
33K
$4.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.81K+ 22.69% |
$147K - $165K
|
9.8K
$1.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.8KNew |
$146K - $164K
|
1.8K
$228K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.79K+ 15.32% |
$146K - $163K
|
13.5K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.79K+ 31.14% |
$145K - $163K
|
7.53K
$955K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.78K+ 31.14% |
$144K - $162K
|
7.49K
$950K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.77K+ 31.69% |
$143K - $161K
|
7.33K
$931K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.76K+ 6.34% |
$143K - $161K
|
29.6K
$3.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.73K+ 4.08% |
$141K - $158K
|
44.1K
$5.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.72K+ 11.06% |
$140K - $157K
|
17.3K
$2.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.72K+ 0.85% |
$139K - $156K
|
204K
$25.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.69K+ 5.48% |
$137K - $154K
|
32.5K
$4.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.69K+ 51.59% |
$137K - $154K
|
4.96K
$629K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.69K+ 3.87% |
$137K - $154K
|
45.3K
$5.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.67K+ 1.69% |
$136K - $152K
|
101K
$12.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.67K+ 4.03% |
$136K - $152K
|
43.1K
$5.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.64K+ 21.64% |
$134K - $150K
|
9.24K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.6K+ 9.78% |
$130K - $145K
|
17.9K
$2.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
1.58K+ 2.26% |
$129K - $144K
|
71.7K
$9.09M
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.55K+ 473.09% |
$126K - $141K
|
1.87K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.53K+ 34.42% |
$124K - $139K
|
5.96K
$756K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.52K+ 6.56% |
$123K - $138K
|
24.7K
$3.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.49K+ 10.3% |
$121K - $135K
|
15.9K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.48K+ 2.57% |
$120K - $135K
|
59.2K
$7.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.48K+ 3.82% |
$120K - $135K
|
40.1K
$5.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.44K+ 1.39% |
$117K - $131K
|
105K
$13.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.4K+ 5.67% |
$114K - $128K
|
26.2K
$3.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.39K+ 0.94% |
$113K - $127K
|
150K
$19.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.38K+ 23.12% |
$112K - $126K
|
7.36K
$934K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.32K+ 6.79% |
$107K - $120K
|
20.7K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.32K+ 23.71% |
$107K - $120K
|
6.87K
$872K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 4.84% |
$106K - $119K
|
28.3K
$3.59M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.29K+ 33.03% |
$105K - $118K
|
5.2K
$660K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.27KNew |
$103K - $116K
|
1.27K
$161K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.25K+ 0.48% |
$102K - $114K
|
265K
$33.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.24K+ 44.05% |
$101K - $113K
|
4.07K
$516K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.24KNew |
$101K - $113K
|
1.24K
$157K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.23K+ 1.67% |
$99.7K - $112K
|
74.7K
$9.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.23K+ 1.18% |
$99.6K - $112K
|
106K
$13.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.23K+ 5.5% |
$99.6K - $112K
|
23.5K
$2.98M
|