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 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.82K- 30.29% |
$148K - $166K
|
4.2K
$578K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.86K- 25.69% |
$151K - $169K
|
5.38K
$741K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-1.86K- 2.82% |
$151K - $169K
|
64.1K
$8.83M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.87K- 0.94% |
$152K - $170K
|
196K
$27M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.91K- 2.34% |
$155K - $174K
|
79.9K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.93K- 0.85% |
$156K - $175K
|
225K
$30.9M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.94K- 31.11% |
$158K - $177K
|
4.3K
$592K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2K- 3.38% |
$162K - $182K
|
57K
$7.86M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2K- 6.39% |
$162K - $182K
|
29.3K
$4.03M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2K- 1.11% |
$163K - $182K
|
178K
$24.5M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.04K- 0.86% |
$165K - $186K
|
234K
$32.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-2.05K- 20.17% |
$166K - $187K
|
8.1K
$1.12M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.06K- 41.16% |
$167K - $188K
|
2.95K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.11K- 29.29% |
$172K - $193K
|
5.1K
$703K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.14K- 5.41% |
$174K - $195K
|
37.5K
$5.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 13.87% |
$174K - $195K
|
13.3K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.16K- 0.97% |
$176K - $197K
|
222K
$30.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.18K- 16.36% |
$177K - $198K
|
11.1K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.19K- 5.39% |
$178K - $199K
|
38.4K
$5.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.19K- 47.22% |
$178K - $199K
|
2.45K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.22K- 0.85% |
$180K - $202K
|
258K
$35.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.23K- 28.12% |
$181K - $203K
|
5.71K
$786K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.28K- 3.99% |
$185K - $207K
|
54.8K
$7.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.3K- 11.2% |
$187K - $210K
|
18.2K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.36K- 0.18% |
$191K - $215K
|
1.29M
$178M
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-2.37K- 1.15% |
$193K - $216K
|
204K
$28.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.38K- 22.68% |
$193K - $216K
|
8.1K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.42K- 49.19% |
$197K - $221K
|
2.5K
$345K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.44K- 16.96% |
$198K - $222K
|
11.9K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.46K- 1.35% |
$200K - $224K
|
180K
$24.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.47K- 63.05% |
$201K - $225K
|
1.45K
$200K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.5K- 0.35% |
$203K - $228K
|
714K
$98.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-2.53K- 0.35% |
$205K - $230K
|
713K
$98.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.56K- 5.79% |
$208K - $233K
|
41.7K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.58K- 1.64% |
$209K - $235K
|
155K
$21.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.6K- 8.53% |
$211K - $237K
|
27.9K
$3.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.68K- 18.87% |
$218K - $244K
|
11.5K
$1.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.71K- 1.78% |
$220K - $247K
|
150K
$20.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.79K- 3.8% |
$227K - $254K
|
70.6K
$9.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.8K- 2.69% |
$228K - $256K
|
101K
$14M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.82K- 31.17% |
$229K - $257K
|
6.22K
$858K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.82K- 31.17% |
$229K - $257K
|
6.22K
$858K
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.95K- 3.61% |
$240K - $269K
|
78.7K
$10.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.97K- 5.77% |
$241K - $270K
|
48.5K
$6.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3K- 7.68% |
$244K - $273K
|
36.1K
$4.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-3.05K- 8.14% |
$247K - $277K
|
34.4K
$4.73M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.15K- 0.7% |
$256K - $287K
|
448K
$61.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.15K- 49.48% |
$256K - $287K
|
3.22K
$444K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.18K- 2.91% |
$258K - $290K
|
106K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.2K- 6.35% |
$260K - $292K
|
47.2K
$6.5M
|