Purchases and Sales Made in Q3 2023 in Morgan Stanley (MS)

MS Quotes by TradingView

This table provides information about the institutional ownership of Morgan Stanley (MS) during Q3 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
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
191
+ 2.65%
$15.6K - $18.1K
7.41K $884K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
191
+ 2.27%
$15.6K - $18.1K
8.6K $1.03M
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
190
+ 6.11%
$15.5K - $18K
3.3K $393K
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
187
+ 4.26%
$15.3K - $17.7K
4.58K $546K
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
187
+ 6.24%
$15.3K - $17.7K
3.19K $380K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
182
New
$14.9K - $17.2K
182 $21.7K
Oct 20, 2023 Q3 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
182
+ 6.09%
$14.9K - $17.2K
3.17K $378K
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
182
+ 4.61%
$14.9K - $17.2K
4.13K $493K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
181
+ 8.59%
$14.8K - $17.1K
2.29K $273K
Nov 14, 2023 Q3 2023
Wellington Shields & Co., LLC

New York, NY
BUY
 -
175
+ 87.5%
$14.3K - $16.6K
375 $44.7K
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
171
+ 0.17%
$14K - $16.2K
99.1K $11.8M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
169
+ 4.06%
$13.8K - $16K
4.34K $517K
Oct 11, 2023 Q3 2023
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
163
+ 2.01%
$13.3K - $15.4K
8.26K $985K
Nov 02, 2023 Q3 2023
Welch & Forbes LLC

BUY
 -
155
+ 2.23%
$12.7K - $14.7K
7.12K $849K
Nov 13, 2023 Q3 2023
Interchange Capital Partners, LLC

BUY
 -
152
+ 5.27%
$12.4K - $14.4K
3.04K $362K
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
152
+ 2.12%
$12.4K - $14.4K
7.32K $873K
Oct 24, 2023 Q3 2023
Arlington Partners LLC

BUY
 -
150
+ 17.16%
$12.2K - $14.2K
1.02K $122K
Oct 24, 2023 Q3 2023
Union Savings Bank

Litchfield, CT
BUY
 -
150
+ 166.67%
$12.2K - $14.2K
240 $28.6K
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
150
+ 153.06%
$12.2K - $14.2K
248 $29.6K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
146
+ 2.97%
$11.9K - $13.8K
5.07K $605K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
143
+ 77.3%
$11.7K - $13.5K
328 $39.1K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
142
+ 6.17%
$11.6K - $13.4K
2.44K $291K
Nov 09, 2023 Q3 2023
Excalibur Management Corp

BUY
 -
138
+ 1.03%
$11.3K - $13.1K
13.5K $1.61M
Oct 25, 2023 Q3 2023
Am Investment Strategies LLC

BUY
 -
134
+ 0.81%
$10.9K - $12.7K
16.7K $1.99M
Nov 01, 2023 Q3 2023
Berkshire Bank

BUY
 -
133
+ 1.73%
$10.9K - $12.6K
7.8K $931K
Nov 14, 2023 Q3 2023
Corton Capital Inc.

Carrying Place, A6
BUY
 -
133
+ 2.05%
$10.9K - $12.6K
6.63K $791K
Oct 11, 2023 Q3 2023
Platte River Wealth Advisors, LLC

BUY
 -
132
+ 3.42%
$10.8K - $12.5K
4K $477K
Oct 30, 2023 Q3 2023
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
130
+ 4.54%
$10.6K - $12.3K
2.99K $357K
Oct 13, 2023 Q3 2023
Summit Global Investments

Bountiful, UT
BUY
 -
129
+ 5.03%
$10.5K - $12.2K
2.69K $321K
Oct 10, 2023 Q3 2023
West Financial Advisors, LLC

BUY
 -
125
New
$10.2K - $11.8K
125 $14.9K
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
125
+ 3.61%
$10.2K - $11.8K
3.59K $428K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
121
+ 2.75%
$9.88K - $11.5K
4.52K $539K
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
121
+ 1.03%
$9.88K - $11.5K
11.8K $1.41M
Oct 19, 2023 Q3 2023
Sol Capital Management CO

BUY
 -
120
+ 4.0%
$9.8K - $11.4K
3.12K $372K
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
118
+ 2.5%
$9.63K - $11.2K
4.83K $577K
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

BUY
 -
117
+ 1.42%
$9.55K - $11.1K
8.38K $1M
Feb 16, 2024 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
117
+ 0.25%
$9.55K - $11.1K
46K $5.49M
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
114
+ 3.88%
$9.31K - $10.8K
3.05K $364K
Oct 31, 2023 Q3 2023
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
108
+ 3.8%
$8.82K - $10.2K
2.95K $352K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
105
+ 0.71%
$8.57K - $9.94K
15K $1.79M
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
104
+ 4.18%
$8.49K - $9.85K
2.59K $309K
Nov 13, 2023 Q3 2023
Beta Wealth Group, Inc.

BUY
 -
104
+ 1.79%
$8.49K - $9.85K
5.9K $704K
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
103
+ 2.19%
$8.41K - $9.75K
4.81K $573K
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
102
+ 159.38%
$8.33K - $9.66K
166 $19.8K
Oct 23, 2023 Q3 2023
Busey Wealth Management

BUY
 -
102
+ 1.24%
$8.33K - $9.66K
8.31K $992K
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
102
+ 3.42%
$8.33K - $9.66K
3.09K $368K
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

BUY
 -
100
+ 92.59%
$8.17K - $9.47K
208 $24.8K
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
100
+ 4.0%
$8.17K - $9.47K
2.6K $310K
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
98
+ 1.31%
$8K - $9.28K
7.6K $907K

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