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 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.22K+ 3.9% |
$99.2K - $111K
|
32.5K
$4.42M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.21KNew |
$98.6K - $111K
|
1.21K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.18K+ 0.61% |
$95.8K - $108K
|
194K
$26.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.18K+ 15.1% |
$95.5K - $107K
|
8.97K
$1.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.15K+ 10.66% |
$93.5K - $105K
|
11.9K
$1.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.14K+ 31.27% |
$92.9K - $104K
|
4.8K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 7.01% |
$90.2K - $101K
|
17K
$2.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.1K+ 16.37% |
$89.3K - $100K
|
7.82K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.1K+ 7.05% |
$89.3K - $100K
|
16.7K
$2.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.08K+ 5.76% |
$87.7K - $98.4K
|
19.8K
$2.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.08K+ 12.47% |
$87.6K - $98.2K
|
9.72K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.08K+ 2.99% |
$87.3K - $98K
|
37K
$5.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.07K+ 33.05% |
$86.7K - $97.3K
|
4.3K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.06K+ 28.91% |
$86.1K - $96.6K
|
4.73K
$643K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.06K+ 18.84% |
$85.7K - $96.1K
|
6.66K
$905K
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.05K+ 63.74% |
$85.4K - $95.8K
|
2.7K
$367K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.04K+ 9.33% |
$84.1K - $94.4K
|
12.1K
$1.65M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.04K+ 2.84% |
$84.1K - $94.3K
|
37.5K
$5.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
1.01K+ 11.79% |
$82K - $92K
|
9.58K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.01K+ 28.4% |
$82K - $91.9K
|
4.56K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.01K+ 17.56% |
$81.6K - $91.6K
|
6.73K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
979+ 23.9% |
$79.5K - $89.2K
|
5.08K
$690K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
966+ 21.46% |
$78.5K - $88K
|
5.47K
$744K
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
965+ 13.61% |
$78.4K - $87.9K
|
8.06K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
963+ 9.89% |
$78.2K - $87.7K
|
10.7K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
950+ 2.78% |
$77.2K - $86.6K
|
35.2K
$4.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
950+ 35.33% |
$77.2K - $86.6K
|
3.64K
$495K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
947+ 10.02% |
$76.9K - $86.3K
|
10.4K
$1.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
940+ 9.17% |
$76.3K - $85.7K
|
11.2K
$1.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
938+ 2.58% |
$76.2K - $85.5K
|
37.3K
$5.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
935+ 4.29% |
$75.9K - $85.2K
|
22.7K
$3.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
935+ 25.05% |
$75.9K - $85.2K
|
4.67K
$635K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
926+ 4.55% |
$75.2K - $84.4K
|
21.3K
$2.89M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
925+ 4.88% |
$75.1K - $84.3K
|
19.9K
$2.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
921+ 0.67% |
$74.8K - $83.9K
|
138K
$18.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
920+ 3.72% |
$74.7K - $83.8K
|
25.7K
$3.49M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
910+ 1.47% |
$73.9K - $82.9K
|
62.9K
$8.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
902+ 8.28% |
$73.3K - $82.2K
|
11.8K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
902+ 15.14% |
$73.3K - $82.2K
|
6.86K
$933K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
900+ 18.37% |
$73.1K - $82K
|
5.8K
$789K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
897+ 33.27% |
$72.9K - $81.7K
|
3.59K
$489K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
897+ 3.08% |
$72.9K - $81.7K
|
30K
$4.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
883+ 15.25% |
$71.7K - $80.5K
|
6.67K
$908K
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
880+ 5.43% |
$71.5K - $80.2K
|
17.1K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
875+ 28.13% |
$71.1K - $79.7K
|
3.99K
$542K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
871+ 9.21% |
$70.7K - $79.4K
|
10.3K
$1.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
870+ 19.67% |
$70.7K - $79.3K
|
5.29K
$720K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
866+ 5.04% |
$70.3K - $78.9K
|
18.1K
$2.46M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
865+ 1696.08% |
$70.3K - $78.8K
|
916
$125K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
857+ 2.06% |
$69.6K - $78.1K
|
42.5K
$5.78M
|